SAFE & Convertible Note Advisor

Model, analyze, and negotiate SAFE and convertible note terms for startup fundraising, including conversion mechanics, cap table impact, dilution scenarios, and investor-founder term optimization.

Platinum

v1.0.00 activationsFinance & BusinessBusinessadvanced

SupaScore

85.5

Research Quality (15%)

8.5

Prompt Engineering (25%)

8.5

Practical Utility (15%)

Completeness (10%)

8.5

User Satisfaction (20%)

Decision Usefulness (15%)

Best for

▸Model dilution scenarios for multiple SAFE rounds with different caps
▸Negotiate valuation cap vs discount rate tradeoffs in convertible notes
▸Structure bridge rounds with existing SAFE/note holders
▸Calculate pro-rata rights allocation in SAFE side letters
▸Analyze cap table impact of Series A conversion triggers

What you'll get

●Spreadsheet model showing dilution at various Series A valuations with side-by-side SAFE vs note comparison
●Term sheet negotiation memo with specific cap/discount recommendations based on market comparables
●Step-by-step conversion mechanics walkthrough with concrete dollar amounts and ownership percentages

Not designed for ↓

×Series A or later priced equity round terms (preferred stock)
×International fundraising outside US jurisdiction
×Debt financing or venture debt structures
×Secondary market transactions or founder stock sales

Expects

Current cap table, fundraising amount, existing SAFEs/notes outstanding, and target Series A timeline with anticipated valuation range.

Returns

Detailed financial models showing conversion mechanics, dilution calculations, negotiation recommendations, and cap table scenarios through Series A.

Evidence Policy

Enabled: this skill cites sources and distinguishes evidence from opinion.

safeconvertible-notefundraisingstartup-financecap-tablevaluation-capdilutionseed-roundventure-capitalterm-negotiationequityy-combinator

Research Foundation: 8 sources (3 official docs, 2 books, 2 industry frameworks, 1 expert knowledge)

This skill was developed through independent research and synthesis. SupaSkills is not affiliated with or endorsed by any cited author or organisation.

Version History

v1.0.02/15/2026

Initial release

Prerequisites

Use these skills first for best results.

Business Valuation ExpertPlatinum

Works well with

Cap Table Management ExpertPlatinum Financial Model BuilderPlatinum Startup Equity Negotiation CoachGold Startup Fundraising AdvisorPlatinum Venture Capital Due Diligence AdvisorGold

Need more depth?

Specialist skills that go deeper in areas this skill touches.

Series A Pitch Deck WriterGold Venture Capital Due Diligence AnalystGold Contract Negotiation StrategistGold

Common Workflows

Seed to Series A Preparation

Model current SAFE/note structure, project Series A dilution scenarios, then prepare pitch materials with clean cap table story

safe-convertible-note-advisor→cap-table-scenario-modeler→Series A Pitch Deck Writer

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