Investor-Ready Deal Bundle

Generate investor-grade SAFE, Impact Addendum, and Engagement Terms

A streamlined, locally-aware set of deal essentials for HNWIs and early co-investors: a clean SAFE, a light Impact Addendum, and minimal Engagement Terms — designed for speed, trust, and execution in lean legal environments.

  • Caribbean context (common clauses + jurisdiction footers)
  • Impact-aware (SDG/2X KPIs + optional impact warrant)
  • Exit-conscious choices (see Exit Effect notes)
How to use this tool ▼

Generate investor-ready deal documents by customizing the SAFE, Impact Addendum, and Engagement Terms templates below. All templates include Caribbean-specific clauses and Exit Effect guidance.

Video tutorial

Video tutorial coming soon

  1. Fill Bundle Controls: Enter company name and jurisdiction footer (governing law and venue)
  2. Customize SAFE Terms: Set purchase amount, valuation cap, discount, and MFN preference
  3. Define Impact KPIs: Add purpose statement, 3 measurable KPIs with targets and verification methods
  4. Set Impact Warrant: Use slider to add optional impact warrant (0.5-1.0% typical)
  5. Review Exit Effect: Check Term Sheet Summary table to see how each choice affects future liquidity
  6. Export Documents: Use "Export PDF" for individual templates or "Export Full PDF" for complete bundle

Pro Tip: Keep your valuation cap realistic (match risk/traction) and choose objective, verifiable KPIs to build investor confidence and streamline future diligences.

Bundle Controls
Fill fields, expand sections to view clauses, then Print/Export. Tooltips define terms.
Templates
Open each card, customize the fields/snippets, and review the Exit Effect column in the summary table on the right.
SAFE
Simple Agreement for Future Equity — Pre-money Cap + Discount
Snippets & Localization
Qualified Financing

"Upon the Company's next equity financing raising not less than [MIN AMOUNT], the Purchase Amount will convert into the class of shares issued in such financing at the lower of (a) the price per share implied by the Valuation Cap and (b) the price per share less the Discount."

Liquidity/Change of Control

"If a Change of Control occurs prior to a Qualified Financing, the Investor will receive, at Investor's election, either (i) the Purchase Amount or (ii) the amount payable on the shares issuable on conversion as if conversion occurred immediately prior to such event."

Optional Repurchase / Early Termination

"If no Qualified Financing occurs within 24 months of the Effective Date, the Company may repurchase this SAFE for the Purchase Amount plus 5% annualized simple interest, subject to mutual written consent."

Governing Law

Use your Jurisdiction Footer above. E.g., "Governing Law: Jamaica. Venue: Kingston, Jamaica." (Adjust for T&T, Barbados, etc.).

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Impact
Light Impact Addendum — SDG / 2X aligned KPIs
KPIs (3 slots) + Verification
i2X Leadership: Gender lens investing criteria requiring ≥30% women in senior management or board positions.
iIRIS+: Global impact measurement standards. Use standardized codes (e.g., PI8706 for clients served) for investor comparability.
0.0%

Clause text auto-updates below.

Terms
Minimal Engagement Terms — Choose which clauses to include
Key Clauses (with exit-aware notes)
Term Sheet Summary + Exit Effect
Connect each choice to future liquidity pathways (secondary, strategic buy, founder buyback).
Term Your Setting Exit Effect Score
Scoring: Exit-friendly choices score higher (0–5). This is a coaching signal, not legal advice.
Print / Export Hints
"Export Full PDF" uses your browser's print to PDF. Per-template "Export PDF" prints only that section in A4. "Download .DOCX" saves a content-only Word-compatible file of your inputs (open in Word/Google Docs).
  • Keep the Jurisdiction Footer consistent across all documents.
  • Use realistic cap + discount (match risk/traction) to avoid misaligned caps.
  • Prefer objective KPIs with verifiable evidence; avoid vanity metrics.
  • Impact warrants should be 0.5–1.0% typical; cap at 2.0% for outlier performance.