SAFE Investment Calculator

Simple Agreement for Future Equity — angel investor equity calculator

What is this? A SAFE (Simple Agreement for Future Equity) is a popular startup investment instrument used by Y Combinator and most seed-stage investors. This calculator shows what equity stake you receive based on the valuation cap and/or discount rate, and what your investment is worth at the next funding round.

Who it's for: Angel investors evaluating SAFE terms, startup founders understanding dilution, or anyone considering investing in a SAFE-note startup.
Your SAFE Investment
Next Funding Round
Your Ownership at Next Round
calculating...
Equity Calculation Details
Price per share (cap basis)
Price per share (discount basis)
Effective price per share
Your SAFE shares
Total shares outstanding (incl. you)
Investment Performance
Investment Multiple
Cap Applies?
Discount Applies?
At Next Round
If Exit at Valuation
MOIC

How SAFE Pricing Works

SAFE vs Discount: A SAFE investor gets the BETTER of either (a) the valuation cap price, or (b) the discount price. The cap sets a maximum valuation — if the next round is at a higher valuation, the cap price (cap/shares) gives more shares. If the next round is at a lower valuation, the discount gives more shares.

Post-Money SAFE: Most modern SAFEs (YC standard since 2018) are post-money, meaning the cap is calculated against the post-money valuation — giving investors certainty about maximum dilution.

Tools for Angel Investors

Track your startup portfolio, manage SAFE agreements, and calculate returns with these platforms:

Carta — Cap Table Management →

For educational purposes. SAFE terms vary. Consult a securities attorney before making any investment. This calculator uses simplified assumptions and does not account for option pools, liquidation preferences, or MFN clauses.

Startup Investing & SAFE Notes

Tools that pair well with this calculator — selected by our team.

SeedInvest →
Startup investing — SAFE notes, fiscal notes
Republic →
Angel investing in pre-seed startups
ToolBest ForNetwork
SeedInvestStartup investingDirect
RepublicAngel investing in pre-seed startupsDirect

We may earn a commission if you click above. Calculator is free to use.

Frequently Asked Questions

What is a SAFE note?

Simple Agreement for Future Equity — a simplified investment document where investors give money to a startup in exchange for equity at the next priced round, typically at a discount (10-20%).

What is the difference between SAFE and convertible note?

SAFEs have no interest rate, no maturity date, and are not debt. Convertible notes are debt instruments with interest and a maturity date. SAFEs are founder-friendly and preferred by YC.

When does a SAFE convert to equity?

Upon a qualified financing (usually priced round of $1M+). SAFEs can also have a change of control provision or dissolution event that triggers conversion.

What discount do SAFE investors get?

Typical discounts range from 10-25%. Most common is 20%. The discount is applied to the price per share in the next round, giving SAFE holders more shares for their investment.