Issue convertible notes and SAFE notes with automated conversion triggers, investor notifications, and transparent cap table tracking — from issuance through conversion.
Convertible notes and SAFE agreements are the most common early-stage financing instruments, yet they remain managed through PDF documents, email exchanges, and spreadsheet tracking. Conversion events require manual calculations, legal review, and individual investor notification. Cap table impact is often unknown until conversion actually occurs, creating uncertainty for founders and future investors.
Fundraizerly digitizes convertible notes and SAFE notes as programmable digital securities. Conversion terms, valuation caps, discount rates, and trigger events are encoded into smart contracts that execute automatically when conditions are met. Investors track their instruments in real time, and the cap table reflects the conversion impact instantly.
Set valuation caps, discount rates, interest rates, maturity dates, and conversion triggers through guided wizards
Smart contracts monitor trigger events and execute conversion automatically, issuing equity tokens to note holders
View pre-conversion and post-conversion cap table scenarios showing dilution impact under different valuation outcomes
Note holders track accrued interest, conversion status, and instrument value through a branded investor portal
E-signature note purchase agreements, side letters, and conversion notices managed in a centralized workflow
Optional marketplace allowing note holders to trade their positions before conversion events
A startup issues SAFEs to 20 angel investors with a SAR 10M valuation cap and 20% discount. When Series A closes, smart contracts automatically convert SAFEs into preferred shares and update the cap table.
A growth-stage company issues 18-month convertible notes to bridge to its next priced round, with automatic conversion at the qualified financing event and interest accrual tracked on-chain.
A company preparing for IPO issues convertible notes that convert at the listing price with a discount, providing immediate capital for IPO preparation costs while giving investors pre-IPO entry.
Conversion calculations and execution handled by smart contracts, not spreadsheets
Founders and investors see instrument status, accrued value, and cap table impact at all times
Issue notes to 50 investors in days, not weeks of individual document preparation
Conversion events update the cap table instantly, maintaining clean records for future rounds
Convertible instruments issued on Fundraizerly convert seamlessly into equity tokens on the same platform
See how Fundraizerly can transform your asset management with institutional-grade infrastructure.