Run the seed round in the right order.
A SAFE is only one document in the financing sequence. This guided flow helps founders prepare 409A readiness, board approvals, investor SAFEs, side letters, cap table updates, stockholder consents, and closing records without losing the thread.
Guided seed round checklist
Complete the sequence from valuation readiness through final closing records.
Prepare the valuation readiness packet before granting options or moving into a priced round.
Approve the seed financing structure, officers, SAFE/note forms, and signing authority.
Generate the investor SAFE with investor name, amount, valuation cap, discount, and MFN/pro-rata options.
Document side rights such as pro-rata participation, MFN, information rights, or major investor terms.
Record the SAFE/note issuance, option pool assumptions, and post-round ownership evidence.
Capture stockholder approval where charter, bylaws, investor rights, or state law require it.
Approve final closing, accepted investors, signed documents, use of proceeds, and post-closing records.