See SAFE terms beside an investor's holdings
The problem An investor asks what their SAFE is worth at the cap, and the terms live in a PDF and a spreadsheet nobody trusts.
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.