Replaces the SAFE tracking spreadsheet

SAFEs and Convertible Notes Without the Conversion Headaches

You have SAFEs at different caps, convertible notes with varying discount rates and maturity dates, and a portfolio company about to raise a priced round that triggers conversion on all of them. If you can't calculate your post-conversion ownership in under five minutes, you have a tracking problem.

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Convertible instruments are simple to issue, complex to track

SAFEs and convertible notes are the default instrument for pre-seed and seed investing. They're fast to close — a standard YC SAFE takes 48 hours from handshake to wire. But the simplicity of issuance hides real complexity downstream. Every SAFE has a valuation cap. Some have discounts. Some have both. Convertible notes add interest rates and maturity dates. And when the priced round finally comes, every instrument converts on slightly different terms.

Most emerging managers track SAFEs in a spreadsheet with columns for company name, investment amount, cap, and discount. It works fine until you need to answer: “If this company raises their Series A at $20M pre-money, what ownership does my fund end up with after all the SAFEs and notes convert?” That calculation requires knowing every outstanding convertible instrument — not just yours, but every other investor's SAFE and note — plus the option pool expansion that typically happens at a priced round.

Archstone tracks every convertible instrument with its specific terms and models conversion scenarios automatically. Enter the priced round terms and see exactly how your SAFE converts — including the impact of other SAFEs converting alongside yours, the pre-money vs. post-money SAFE distinction, and the option pool shuffle. The conversion math that takes an hour in a spreadsheet happens in seconds.

Every convertible instrument, tracked with precision

SAFE tracking with cap and discount

Track each SAFE with its specific terms — valuation cap, discount rate, or both. Archstone distinguishes between pre-money and post-money SAFEs (the YC standard changed in 2018 and many funds hold both types) and calculates conversion shares correctly for each variant.

Convertible note terms management

Record the full terms of each convertible note — principal amount, interest rate, maturity date, valuation cap, discount, and qualified financing threshold. Archstone calculates accrued interest automatically and includes it in the conversion amount when the note converts.

Auto-conversion modeling

Enter the terms of an upcoming priced round and Archstone calculates how every outstanding SAFE and note converts. See the conversion price, shares issued, and resulting ownership for each instrument — including the interplay between multiple SAFEs converting at different caps in the same round.

Maturity date alerts

Get notified 90, 60, and 30 days before a convertible note matures. When a note approaches maturity without a qualifying financing event, you need to decide: extend, convert at a negotiated valuation, or call the debt. Archstone makes sure you never miss a maturity date.

Conversion scenario previews

Model “what if they raise at $15M pre?” and “what if they raise at $25M pre?” side by side. See how different priced round valuations affect your post-conversion ownership, factoring in whether your SAFE converts at the cap or the discount — and the ownership impact of both outcomes.

Instrument comparison views

Compare all outstanding convertible instruments for a single company in one view. See your fund's SAFE alongside the other SAFEs and notes on the cap table, sorted by seniority and conversion priority. Understand where you sit in the stack before the priced round closes.

How GPs use convertible instrument tracking

Pre-Seed / Seed Tracking

Keep tabs on your SAFE portfolio

If your fund writes pre-seed and seed checks, most of your portfolio is SAFEs. Track every instrument with its cap, discount, and investment date. When a company announces their Series A, pull up all your SAFE terms instantly and model the conversion before the lead investor's term sheet ink is dry.

Conversion Events

Prepare for priced round conversions with confidence

A portfolio company is closing their Series A. Enter the round terms — pre-money valuation, round size, option pool expansion — and Archstone models the full conversion: your SAFE shares, your resulting ownership percentage, and how the cap table looks post-round. Review the numbers before signing the conversion paperwork.

Fundraise Support

Help portfolio founders understand their cap table

First-time founders often don't fully understand how their outstanding SAFEs will convert and dilute them. Use Archstone's conversion modeling to show your portfolio company exactly what their cap table looks like post-Series A — building trust while ensuring everyone goes into the round with clear expectations.

Frequently asked questions

Does Archstone handle both pre-money and post-money SAFEs?

Yes. Pre-money SAFEs (the original YC format) and post-money SAFEs (the current YC standard, introduced in 2018) convert differently. Pre-money SAFEs dilute alongside the new round investors, while post-money SAFEs give you a known ownership percentage at the cap. Archstone handles both correctly and shows the ownership difference clearly.

How does interest accrual work for convertible notes?

Archstone calculates accrued interest daily based on the note's interest rate and issuance date. When you model a conversion event, the total conversion amount includes principal plus accrued interest through the conversion date. Simple interest is the default, with compound interest available for notes that specify it.

Can I track SAFEs from other investors, not just my fund's?

Yes. For accurate conversion modeling, you should enter all outstanding convertible instruments — not just your own. When multiple SAFEs convert in the same round, they interact with each other (especially pre-money SAFEs). Archstone lets you add other investors' instruments so the conversion math accounts for the full picture.

What happens when a SAFE has both a cap and a discount?

When a SAFE has both a valuation cap and a discount, the investor gets the more favorable conversion price — whichever results in more shares. Archstone calculates both prices and automatically applies the better one. You can see both calculations side by side to understand which term is driving the conversion in any given scenario.

More Cap Table capabilities

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