Fundraising Fundamentals

Rounds and instruments

Priced equity, SAFEs, notes, and venture debt at a glance.

Priced equity rounds

A priced round sets a valuation today. Investors buy newly issued preferred shares at an agreed price per share. It is the cleanest outcome — and the slowest and most expensive to paper.

Deferred-price instruments

SAFEs and convertible notes postpone the valuation question to a future priced round. They convert using a valuation cap, a discount, or both. Notes add interest and a maturity date; SAFEs usually do not.

Venture debt and revenue-based finance

Debt does not dilute directly, but it carries covenants, warrants, and repayment obligations that can constrain a company at exactly the wrong moment.

Choosing

Speed and low cost favour SAFEs. Governance clarity and large cheques favour a priced round. Most companies use deferred instruments early and priced rounds from Series A onward.

Key takeaways

  • Priced rounds set a valuation; SAFEs and notes defer it
  • Instrument choice affects speed, cost, and cap-table complexity

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