How do I start a SAFE or convertible note financing?

To Start a convertible financing, you will need to initiate a Convertible Fundraising Project on Savvi. From there, you can complete a financing assessment that will determine which transactions you need to continue. After setting the terms of your SAFE or Convertible Note (which includes generating a Board Consent to approve the financing, and generating a Term Sheet if desired), you will be able to add investors and execute specific transactions.

Savvi Technologies, Inc. is not an attorney or a law firm, and can only provide self-help services at your specific direction. Do not rely on any documents or information from Savvi without consulting an attorney. Savvi may partner with or refer clients to licensed attorneys, but such referral does not constitute an attorney-client relationship until the attorney is officially engaged by the client.