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SAFEs are not bad for entrepreneurs, they're bad for investors.

I won't make one anymore.

I've done two deals that involved a SAFE, and it's been almost 2 years and the companies are still looking to raise a round. If they do, I'm looking at a 10-20% return.

It's not worth it for the risk.

Indeed, at least convertible notes are debt and can be seen you're in a liquidation. A SAFE doesn't even give you that.



It seems like in cases where the companies aren't able to raise a round, they are probably not going to work out. At that stage, the point seems moot given the SV mantra of this being a 'a game of outliers'.

Also, if there is a liquidation event, then the SAFE should convert, right? And not sure if you act as an angel or represent a fund, would you rather use convertible notes or price?


They convert to shares, which are junior to debt.




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