SAFE Note Investor Agreement Form

Streamline Your Pre-Seed Fundraising with a SAFE Note Investor Form

If you're a pre-seed startup raising capital through SAFE (Simple Agreement for Future Equity) notes, you need a professional, legally-informed way to capture investor commitments and terms. This SAFE Note Investor Agreement Form template is built specifically for founders, CFOs, and startup operators who need to collect investor information, agree on key terms like valuation caps and discount rates, and ensure all parties understand their rights before final documentation.

Paperform makes it simple to replace messy email threads and PDF attachments with a single, branded form that captures everything you need: investor details, investment amounts, SAFE terms (valuation cap, discount rate, pro-rata rights, MFN clause), and clear acknowledgment of investor rights. You can customize conditional logic to show different fields based on investment tier or investor type, and use calculations to preview equity implications or investment minimums.

Why Use Paperform for SAFE Note Collection?

For SaaS founders and startup teams, Paperform offers the flexibility to create forms that match your brand and the professionalism your investors expect. Embed the form on your fundraising page, share it via custom link, or send it directly to qualified investors. Every submission flows into your CRM or cap table tool via Stepper (stepper.io), so you can trigger follow-up emails, create data room invites, or log commitments in Airtable, Notion, or Google Sheets—no manual copy-paste required.

Once terms are agreed, use Papersign (papersign.com) to turn the submission into a formal SAFE agreement and collect legally-binding eSignatures, keeping your entire fundraising workflow in one connected system.

Built for Startup Fundraising Workflows

This template includes fields for investor name and entity details, investment amount, valuation cap, discount rate, pro-rata rights election, Most Favored Nation (MFN) terms, and a clear acknowledgment section covering information rights, voting rights, and risk disclosure. It's designed to be founder-friendly and investor-transparent, helping you move quickly without cutting corners on clarity or compliance.

Whether you're raising your first $250K or closing a $2M pre-seed round, Paperform gives you the speed, structure, and automation to manage investor commitments like a pro—without needing a lawyer on every call or a developer to build custom forms.

Trusted by over 500K teams worldwide, SOC 2 Type II compliant, and built for the pace of startup life, Paperform helps you close your round faster and get back to building.