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How to convert SAFE's to equity in Visible
How to convert SAFE's to equity in Visible

Automatic SAFE to equity conversion.

Matt Preuss avatar
Written by Matt Preuss
Updated over 3 months ago

To convert your SAFE's to equity in Visible you'll want to start by creating a SAFE investment entry on the relevant company profile. To do this, navigate to the Investments tab on the left side pane and choose +New Investment and then SAFE.


Start by including the initial SAFE details such as Round name, investment date, and the amount invested.

Next, when you are ready to convert your SAFE, click on the three dots on the far right side of the investment entry. Then, from the dropdown select Convert to equity.


You'll then be taken to our SAFE to Equity conversion wizard which will guide you through the steps of converting your SAFE to equity.

You'll start by confirming your SAFE details.


Once confirmed, select Next.

Then you will be prompted to enter information for the priced Equity round.


Finally, you will be asked to confirm the automatic conversion calculations and make any necessary adjustments.


Once confirmed, select Save.

You will notice the addition of a listed equity round, a 'Converted' tag next to your SAFE round, and an ownership % based on the details you entered.


Have additional questions? Please reach out to our team.

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