Cap table and investors

Investor pages compare each investor’s outstanding SAFEs and convertible notes with the other investors’ balances, separately for each currency. Contract pages also link saved agreement versions, where you can read the terms and source documents behind each one.

SAFE and convertible balances follow your project into its company books. Later repayments and conversions reduce the outstanding amount on investor pages, while the original SAFE terms and purchase commitment stay attached. Dated reports preserve the balance at that date.

Your agent can record a SAFE’s valuation cap, pre- or post-money basis and discount in its agreement terms. Investor pages show those terms and, for an outstanding post-money SAFE, an estimate at the cap in the same currency. Missing terms stay unknown; the estimate stays separate from issued shares and does not forecast a future conversion.

Founder pages show the agreement’s vesting cadence and next scheduled date beside recorded vested and unvested shares. Each upcoming tranche is capped at the remaining restricted grant. Schedules that need evidence or facts keep those gaps visible.