L3VLUP
Venture schedules · in 1 model

SAFE conversion

What a post-money SAFE turns into at the round.

By Surojit Chakraverti, founder of L3VLUP and an investor running a long-short healthcare and technology equities strategy.

On this subject: safe conversion.Updated 30 September 2026

What it does

The lines that turn a SAFE’s cash into shares when the priced round arrives. A post-money SAFE promises its holder amount ÷ cap of the company measured before the round’s new money and pool top-up, so the shares it converts into are a function of the founding count and the cap alone. The discount is a second price the holder may take instead; the schedule shows both and says which binds.

Where it lives

The same schedule in each model that carries it, with the rows to open. Open a model in the browser, go to the sheet, and click the lines.

Cap table and exit waterfall model
  • Assumptions, rows 11–13: SAFE amount invested, Post-money valuation cap, Discount to the round price (shown, not applied)
  • Round, rows 5–9: Founding fully diluted shares (B), SAFE shares at the cap = A × B / (C − A), SAFE conversion price at the cap, SAFE ownership of the pre-round capitalisation…
  • Round, rows 26–28: Round price less the discount, Discount would have given a lower price (1 = review), Shares the SAFE received beyond what its money buys at the round price

What a reviewer looks for

  • Dividing the cap over a count that already includes the round’s pool top-up, which understates the SAFE’s shares.
  • Applying a discount by referencing the round price, which makes the round price depend on itself.
  • Treating a post-money cap like a pre-money one, so two stacked SAFEs dilute each other instead of the founders.

Learn it, then build it

Vocabulary: SAFE (Simple Agreement for Future Equity), Post-Money SAFE, Convertible Note.

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