Not legal advice. Outlines and checklists for preparation only. Have qualified counsel in your jurisdiction review any document before you sign.
Checklist
SAFE / convertible note: ask your lawyer
India and cross-border deals vary widely. This is a question list, not a recommendation to use any specific instrument.
- Valuation cap vs discount vs both: how they interact at conversion.
- Qualified financing threshold that triggers conversion.
- Pro-rata rights for investors on future rounds.
- Most favoured nation: how prior notes are treated if terms improve.
- Company repurchase or transfer restrictions on the instrument.
- Who pays stamp duty and filing costs, if applicable.
- Timeline and conditions precedent to wiring funds.