SAFE

Your SAFE Isn’t a Document. It’s Already Part of Your Cap Table.

Sign your SAFE anywhere. The moment you upload it on Qapita, it's already working: dilution modeled, terms tracked, your cap table updated. No re-entry. No catching up later.

Benefits of Managing SAFEs on Qapita

From signed SAFE to structured record

Upload your executed SAFE agreement and let Qapita automatically capture key terms from the document. Turn static paperwork into a structured, searchable record on your dashboard.

Every outstanding SAFE, tracked in one place

Keep all your SAFEs organized in a single view. Track valuation caps, discounts, MFN provisions, and other critical terms without digging through multiple files.

The SAFE and everything it affects, connected

Every SAFE impacts future ownership and fundraising outcomes. Qapita connects your SAFEs to your cap table, 409A valuation, and dilution modeling so you can see the full picture as your company grows.

Built for End-to-End SAFE Management

SAFE Templates

Generate compliant SAFEs in minutes, not days

Start from the same post-money and pre-money structures top law firms already use, instead of negotiating from a blank page or an outdated template someone forwarded to you. You still sign however you sign today Qapita just makes sure the paper you start with is already right.
Term Extraction

Upload and Term Extraction

Upload the executed SAFE and Qapita reads its cap, discount, and MFN terms straight onto your dashboard. No re-typing numbers from a PDF into a spreadsheet, and no risk of a typo turning into a cap table error six months later.
SAFE Dashboard

One Dashboard for Every Outstanding SAFE

See every SAFE you've issued, its terms, its status, whether an MFN clause has been triggered by a later note in one place. At five SAFEs this is convenient. At fifteen, across two rounds, it's the only way anyone actually knows what the company owes its earliest investors.
SAFE Conversion Modeling

Conversion Modeling Before the Round Closes

Run your priced round's actual terms against every outstanding SAFE before you sign anything. See exactly how much of the round each note converts into, and what that does to founder and employee ownership, while there's still time to negotiate, not after the round is done.
Auto Cap Table Sync

Automatic Cap Table Update on Conversion

When a SAFE converts, the resulting shares land on your cap table without anyone re-entering a number. The valuation, the ownership table, and the 409A all reflect the round the same day it closes not whenever someone finds time to update the spreadsheet.

When Your Next Round Shows Up, So Will the Answer

See exactly how every SAFE convert, before the term sheet does.
Testimonials

Words from our valued customers

Employee Stock Option Plan Management via Qapita
Qapita’s customer support has been incredibly helpful, always responsive and solution-oriented, even during late hours. our customer success manager flags potential risks we should be aware of. The platform itself is intuitive and easy to navigate, with clear online instructions that make it easy to use even for first-time users.
Jinjin Z.
Associate Manager, Performance and Rewards
Mid-Market(51-1000 emp.)
Great onboarding experience overall.
Great onboarding experience overall. We moved over from Carta, which was very over priced, and did not provide any kind of support. Qapita made the whole experience seamless and pain-free, and helped us to move everything over without any issues. What is also great, is that we get all this for a fraction of what we were paying Carta.
Colin M
HR/Ops Manager
Mid-Market(51-1000 emp.)
I recently transitioned my company from Carta to Qapita, and the experience was outstanding. Qapita truly held my hand through every step. The team was highly responsive, proactive, and incredibly patient. They truly held my hand through the entire process (discovery, onboarding, data migration, validation, and go-live) making something that initially felt overwhelming, smooth and stress-free.
Amanda Skinner
Founder, I2O Retail
Qapita has helped us in drastically improving our employee engagement on our Employee equity front. Equity payslips and valuation slider are really useful.
Prashant Kumar
Co-founder, Zingbus
Qapita is one of the easiest equity management tools with one of the best support teams in the market. Highly Recommended.
Aquibur Rahman
CEO and Founder, Mailmodo
Fast Onboarding, Patient Assistance
The onboarding was very smooth and the team assisted us at every step. The platform is easy to use & has saved us alot of time and effort. The  team is always very patient with all our doubts.
Muskan T
Mid-Market (51-1000 emp.)
Expert guidance and hands-on support made our transition seamless
I recently transitioned my company from Carta to Qapita, and the experience was outstanding. Qapita truly held my hand through every step. The team was highly responsive, proactive, and incredibly patient. They truly held my hand through the entire process (discovery, onboarding, data migration, validation, and go-live) making something that initially felt overwhelming, smooth and stress-free.
Amanda Skinner
HR/Ops Manager
Mid-Market (51-1000 emp)
Qapita is one of the easiest equity management tools with one of the best support teams in the market. Highly Recommended.
Aquibur Rahman
CEO and Co-founder, Mailmodo
Qapita has saved my team an enormous amount of time and effort. They have helped us effectively manage our ESOPs all‑digitally as well as organize our Captable. The user interface is great, onboarding was smooth.
Ankur Sharma
Chief Financial Officer, Boat
Qapita has helped us in drastically improving our employee engagement on our Employee equity front. Equity payslips and valuation slider are really useful.
Prashant Kumar
Co‑founder, Zingbus
In Qapita, we have found a partner that supports us with all aspects related to ESOPs from plan review to employee education. Qapita's platform and their interactive employee sessions on communicating ESOPs effectively have been very helpful.
Ginu Nair
VP HR, Zetwerk
Qapita Simplifies Captable Management
Qapita makes managing our cap table easy and accurate, saving us time and reducing errors. There isn't much customer support or many videos available online about its usage and features. We needed some assistance in the beginning, which led to additional efforts. By automating our cap table, Qapita has improved transparency and compliance, allowing us to focus on growth and strategy.
Namrata K
HR Manager
Mid-Market (51-1000 emp)
Qapita’s cap table modelling tool is super easy-to-use and intuitive, even for such complex scenarios; and its customer success team which consists of financial analysts are very helpful in walking us through the model and considerations. Although they are not a Financial Advisor per se, the guidance and sensibility checks are instrumental in our fund-raising efforts. Qapita is a cost-effective platform for early-stage startups like us to manage cap table and investors relations digitally; and run various scenarios quickly and accurately to aid us in negotiations and decision-making. Highly recommended.
Richmond Yaw
Co-founder and COO, Versa
Great onboarding experience overall.
We moved over from Carta, which was very over priced, and did not provide any kind of support. Qapita made the whole experience seamless and pain-free, and helped us to move everything over without any issues. What is also great, is that we get all this for a fraction of what we were paying Carta.
Colin M
HR/Ops Manager
Mid-Market(51-1000 emp.)
Qapita is an excellent platform. We have used them since Series C to the current Series D. There are lots of other vendors with a lot of bells and whistles that we don’t currently need, Qapita has just the right services that we need and much more cost-effective. Their team is also very helpful and responsive.
Daniel Song
General Counsel, Biofourmis
Perfect implementation of the onboarding process
They are one of the best communicating companies I've ever worked with. All the work was transparent, schedules were met, updates were frequent, questions were responded to in a timely way, communications were clear and understandable. And Qapita is very client-friendly and willing to accommodate most requests.
William Topaz
CAO/CCO, ATM.com, Inc.
As a small business, they were happy to meet with us, explain things to us, answer our questions, and show us how to get the best out of the service. I got the feeling that they were truly trying to help us.
Dan Gericke
Co-founder, ShiftControl
Takes away founders' burden to reward ESOP and retain top talent
Hassle-free and paperless tracking of our equity options, easy issuance and communication to the team. That we as founders are making the decisions, Qapita is doing the rest.
Grace Sai
Cofounder & CEO

Built for Every Stage of the Funding Journey

The founder

issuing their first SAFE

A lawyer's hourly rate, or a template with no system behind it. Qapita gives you a compliant YC SAFE template, sign it however you sign today, upload it, and it's already on your cap table. No legal fees for standard terms.

The seed-stage founder

managing multiple investors

One SAFE is a document. Five, with different caps and MFN clauses that reference each other, is a liability nobody's tracking. Qapita's terms dashboard checks every new SAFE against the ones you've already issued automatically. It's the layer Carta and Pulley leave to you.

The CFO

preparing for a Series A close

Your board and your lead investor need to know exactly how every outstanding SAFE converts in hours, not weeks. Qapita models each conversion against your round terms and flags the 409A impact before you close, with output your lawyers can work directly.

How it works

From Agreement to Converted Shares, All in One Platform

Upload, track, and convert SAFEs with confidence. Qapita keeps every agreement, term, and ownership impact connected in a single view.
1

Upload your signed SAFE

Add the executed note to Qapita, one at a time or in bulk.
2

Qapita reads the terms

Cap, discount, and MFN status land on your dashboard automatically, no manual re-entry.
3

Track every outstanding SAFE

See all your notes, their terms, and their status in one place as you issue more.
4

Model the conversion

Run your priced round's terms against every outstanding SAFE before you close.
5

Close the round

Converted SAFEs update your cap table automatically.

Ready to see it in action?​

Get complete visibility into your SAFEs, future dilution, and ownership impact.
FAQs

Frequently asked questions

What is a SAFE?

A SAFE (Simple Agreement for Future Equity) is an investment contract that converts into equity at your next priced round, usually with a valuation cap or discount. It isn't debt; there's no interest rate or maturity date.

What is SAFE Agreement Software?

SAFE agreement software generates SAFE templates and tracks signed notes against your cap table, so terms and conversion are calculated automatically instead of in a spreadsheet. Qapita does this by reading your uploaded SAFE's terms directly onto a live dashboard.

What software does startups use to issue SAFEs without a lawyer?

Qapita gives founders a compliant, YC-standard SAFE template to use for standard-terms rounds, with no legal fees required. Once signed, upload the note and it's recorded on your cap table immediately.

What SAFE templates does Qapita support?

Qapita supports the YC post-money SAFE template and the pre-money SAFE template.

How does Qapita update my cap table with SAFE notes?

Upload your signed SAFE and Qapita records its terms on your dashboard right away. When it converts, the resulting shares are added to your cap table automatically with no manual re-entry.

What is the difference between a pre-money and post-money SAFE?

In a post-money SAFE, your ownership at conversion is fixed at signing, no matter how many more SAFEs you issue after. In a pre-money SAFE, ownership depends on the round's valuation and how many other SAFEs convert alongside it. Post-money is the current YC standard.

What are common terms used in SAFEs?

The core terms are the valuation cap, the discount rate, and MFN (most-favored-nation) provisions, which let earlier investors claim better terms if a later SAFE gets them.

How does Qapita track MFN provisions across multiple SAFEs?

Qapita checks each new SAFE's terms against every outstanding note automatically, flagging when an MFN clause is triggered, no manual cross-referencing.

How does Qapita support early-stage fundraising?

Beyond SAFEs, Qapita manages founder shares, option pools, convertible notes, and priced rounds on the same cap table, so a SAFE round isn't tracked separately from the rest of your equity.

Employee stock option pools (ESOP): the hidden driver of your cap table​

Your ESOP is part of your cap table equation

Most founders think of their cap table as just founders and investors. But your employee option pool is a critical line item that directly affects ownership percentages, dilution calculations, and fundraising readiness. Without proper ESOP management, your cap table tells an incomplete story.

The fully diluted cap table vs. issued cap table trap

Most founders only look at issued shares, missing the real ownership picture. Your cap table must display fully diluted ownership, accounting for all outstanding options, SAFEs, and warrants. This is what investors actually care about and what determines real control and economics.​

Unmanaged option pools create cap table chaos

If you don't track vesting, grants, and exercises in your cap table, your numbers become unreliable. A founder might think they own 60%, but with unvested options and future hires factored in, their fully diluted ownership could be 35%. Your cap table needs to show both issued and reserved shares to be accurate.

Vesting schedules must sync with your cap table records

When an employee vests or exercises, your cap table changes. If these transactions aren't logged immediately, your ownership breakdown drifts. Every vesting event should be updated on your cap table in real time.​

ESOP sizing impacts your cap table's flexibility

Reserve too small an option pool and you'll either over hire (diluting everyone) or underpay talent (vesting equity they can't afford to exercise). Reserve too large and investors question your discipline. Your cap table should model different pool sizes so you allocate the right amount upfront.

Cap table accuracy hinges on ESOP transparency

Investors, auditors, and regulators all want to see option pool details: how many shares are reserved, how many are granted, how many remain available. A messy ESOP makes your entire cap table suspect. Clean option tracking builds trust in your numbers.​​

ESOP exercises create secondary cap table mechanics

When employees exercise options, they're buying shares at a strike price. This creates a new shareholder and potentially triggers valuation requirements, tax withholding obligations, and cap table restructuring. Your system needs to handle exercise mechanics without breaking your ownership math.

Modeling hire scenarios with your cap table

Before you make that critical hire, run the numbers through your cap table. How much equity does the new role need to be competitive? What's the ownership impact on existing shareholders? What's the fully diluted cap table after 10 more hires? Scenario modeling prevents expensive mistakes, especially when you're navigating different compensation expectations across India and Southeast Asian markets.

Regulatory complexity compounds your cap table burden

In markets like India, ESOPs are governed by multiple compliance layers, special board resolutions, disclosures to regulatory bodies, foreign employee reporting requirements, and intricate tax treatments. Startups can issue up to 50% of paid-up capital as ESOP to employees over 7 years, but each grant must be meticulously logged. In Southeast Asia, requirements vary dramatically: Singapore's framework allows cleaner private company structures, Vietnam's system just liberalized registration requirements in 2024, and Thailand focuses on capital market rules for listed entities. Your cap table must accommodate these jurisdictional differences if you have multi-country operations, or it will break down during audits or fundraises.​

Tax deferral and foreign exchange implications demand cap table rigor

For Indian startups, eligible employees can defer tax on ESOP gains by up to 48 months, but this requires precise documentation of grant dates, exercise dates, and fair market valuations in your cap table. If an employee works across borders, tax treatment changes by jurisdiction. Singapore applies "deemed exercise" taxation when employees leave, Vietnam's recent reforms simplified foreign currency flows, and India requires RBI reporting for cross-border grants. Without real-time cap table updates tracking these nuances, you'll face surprise tax liabilities or compliance penalties.

Simplify SAFE agreement management

Create, track, and manage SAFE agreements while understanding their impact on future ownership, dilution, and equity distribution.