This form is an individual self-certification for tax residency, designed to collect necessary information to comply with international reporting standards such as the OECD Common Reporting Standard (CRS) and FATCA. It requires the Account Holder to declare their tax residence(s) and provide Taxpayer Identification Numbers (TINs). This ensures financial institutions can accurately report data to relevant tax authorities.

The BVCA Key FATCA and CRS Definitions is a reference document outlining essential terms used in compliance with the OECD Common Reporting Standard (CRS) and the U.S. Foreign Account Tax Compliance Act (FATCA). It is part of the BVCA’s widely trusted library of open, lawyer-vetted compliance forms.

The BVCA Entity Tax Information Form is used to declare an entity’s tax residency details in compliance with the OECD Common Reporting Standard (CRS) and Foreign Account Tax Compliance Act (FATCA) regulations. It is part of BVCA’s widely trusted library of open, lawyer-vetted compliance forms.

This is a Simple Agreement for Future Equity (SAFE) template, designed for early-stage companies to raise capital from investors. It grants the investor a future right to receive shares of the company's capital stock upon specific events like an equity financing or a liquidity event, often at a discount. It outlines the terms for conversion and liquidation preferences for the investor's interest in the company's equity structure, operating similarly to non-participating Preferred Stock in certain events. This template is based on the Y Combinator SAFE form, ensuring a standardized approach to seed funding rounds for startups and investors alike, without the complexities of traditional debt instruments or immediate valuation discussions. It details the conditions under which the SAFE converts into equity or is paid out, including provisions for equity financing, liquidity events, and dissolution events. The document also includes standard representations from both the company and the investor, along with miscellaneous clauses governing amendments, notices, transferability, and governing law. It is characterized as stock for U.S. federal and state income tax purposes, reflecting its equity-like nature. The template is designed to be filled in with specific details such as the investor's name, purchase amount, effective date, company state, discount rate, and the governing law state, making it adaptable for various early-stage investment scenarios. It also includes placeholders for company and investor signatory details, ensuring proper execution of the agreement. The document explicitly states that it and any securities issued under it have not been registered under the Securities Act of 1933, as amended, or state securities laws, highlighting its nature as an exempt offering. This SAFE is a crucial tool for startups seeking to secure initial funding efficiently while deferring valuation until a later equity financing round. It provides a clear framework for investors to participate in the company's future growth without immediate equity ownership. The template's structure and detailed definitions ensure that both parties understand the terms and conditions of the investment, covering various scenarios from successful equity rounds to liquidation events. It is a comprehensive yet streamlined agreement for future equity, suitable for the dynamic environment of startup funding. The document's emphasis on specific events and defined terms makes it a robust legal instrument for early-stage investments. This SAFE is a key component in the modern startup funding ecosystem, offering flexibility and clarity for both companies and investors in pre-seed and seed funding rounds. It is intended to simplify the investment process, allowing companies to focus on growth and investors to participate in future equity upside. The template's widespread use, particularly through Y Combinator, underscores its importance and acceptance in the venture capital community. It is a foundational document for many early-stage investment transactions, providing a clear path from initial funding to equity conversion. The detailed sections on events, definitions, and representations ensure that all aspects of the investment are clearly articulated and understood by all parties involved. This SAFE is a testament to the evolution of startup financing, offering a simpler alternative to traditional convertible notes. It is a vital resource for anyone involved in early-stage company funding, providing a clear and concise legal framework for investment. The document's structure facilitates a smooth investment process, minimizing legal complexities and accelerating funding rounds. It is a powerful tool for fostering innovation and growth in the startup ecosystem.

The Y Combinator SAFE: Valuation Cap, No Discount (Caymans) governs how investor funds convert into equity by setting a post-money valuation cap without applying a discount. It gives investors the right to receive shares at a price based on the valuation cap in the next equity financing, or to receive a comparable return in the event of a liquidity or dissolution event. This SAFE is structured for Cayman Islands companies and is part of Y Combinator’s library of open, lawyer-vetted standard financing documents widely used in international startup funding.

This Simple Agreement for Future Equity (SAFE) is a legal document used by startups to raise capital from investors. It provides the investor with the right to receive equity in the company at a future date, typically upon an equity financing round or a liquidity event, without setting a valuation at the time of investment. It outlines the terms for conversion and liquidation preferences.

This is a Simple Agreement for Future Equity (SAFE) template, designed for a company to raise capital from an investor. It outlines the terms under which an investor's payment converts into equity in the company upon specific future events, such as an equity financing round or a liquidity event. The document details various definitions, company and investor representations, and miscellaneous provisions.

This is a Simple Agreement for Future Equity (SAFE) template, designed for early-stage companies to raise capital from investors. It grants the investor the right to receive shares of the company's capital stock in the future, typically upon an equity financing round or a liquidity event. This particular SAFE includes a post-money valuation cap, which sets a maximum valuation at which the investor's funds convert into equity.

This Simple Agreement for Future Equity (SAFE) is a financing instrument used by startups to raise capital. It allows an investor to provide funds to a company in exchange for the right to receive equity (typically preferred stock) at a future financing round or upon a liquidity event, without setting a company valuation at the time of investment. This template is based on the standard Y Combinator SAFE.

The Pro Rata Side Letter (Caymans) by Y Combinator gives investors the right to purchase their proportional share of preferred shares in future equity financings, preserving ownership when a post-money SAFE converts. It outlines how pro rata rights are calculated, when they terminate, and the rules on assignment and amendments. This side letter is part of Y Combinator’s widely trusted set of standard financing documents, adapted for Cayman-incorporated companies.