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Workfow: PDF + Webform


Updated Sep 13, 2023

YC SAFE (aka the Y Combinator Simple Agreement for Future Equity note) is a financial instrument used by investors and startups to raise money. The instrument was created by YC and widely used in early stage venture investing. To learn more about the YC SAFE, please visit the YC website.

This Workflow supports the following SAFE notes intended for use by US companies:

  • Safe: Valuation Cap, no Discount
  • Safe: Discount, no Valuation Cap
  • Safe: MFN, no Valuation Cap, no Discount
You can also include the optional Pro Rata Side Letter.

YC SAFE screenshot
Using this at your organization
If you're in a product management, development, or people ops role & want to simplify your PDF-filling & E-sign processes, talk to our team.
For individuals:
Need to fill out YC SAFE for yourself? We've got you! Fill out this Webform, get a completed PDF, and get it signed.

How to fill YC SAFE, your way.

The steps below are convenient starting point for most businesses. You can customize anything to fit your unique needs.

Fill YC SAFE with your data

Option 1: via API
If you already have the data, you can use Anvil's PDF filling endpoint to fill the YC SAFE PDF template from any application. Send your data as JSON and receive the filled PDF.
Option 2: via Webform
Generate filled PDF documents with user-submitted data collected through the Webform.
Sign up to use this template

Need to collect data first? Use our pre-made Webform.

Use our intuitive production-ready Webform to collect data from your users. We already set up all the questions so you don't have to.
Embed it into you product and customize styling to create a seamless on-brand experience for your clients or end users.
Preview this Webform

Collect e-signatures in the same workflow

No need to use 3rd party E-sign services - Anvil makes it easy to get your forms signed in the same workflow.

Talk to us about your use case

Our pre-built Workflows save teams 100s of hours of manual work. Tell us how you're trying to use this YC SAFE form into your product.

Explore your use case

See other business forms

Explore more business PDF forms below or see all business templates here.

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Sign up for a live demo

Request a 30-minute live demo today and we'll get in touch shortly. During the meeting our Sales team will help you find the right solution, including:
  • Simplifying data gathering
  • Streamlining document preparation
  • Requesting e-signatures
  • Building and scaling your business
Want to try Anvil first?Sign up for free
Want to try Anvil first?Sign up for free