Industry:
General

Security Type:
SAFE
A safe is a Simple Agreement for Future Equity. An investor makes a cash investment in a company, but gets company stock at a later date, in connection with a specific event. A safe is not a debt instrument, but is intended to be an alternative to convertible notes that is beneficial for both companies and investors.

Equity Opportunity

Date Filed:
January 14, 2019

Date Expires:
May 01, 2019

Open to Investors

Valuation Cap:
$12M

Platform:
Republic

Use of Proceeds

General Marketing: 30% - 38%

R&D: 30% - 12%

General Working Capital: 34% - 44%

Intermediary Fee: 6%

Management

Cody Barbo - Founder & CEO
Founder & CEO / Techstars 2018 / SDSU Alumni Board Member

Daniel Goldstein - Founder & COO
Founder & COO / Techstars 2018 / Baylor Alum

Brian Lamb - Founder & Head of Product
Founder & Head of Product / Techstars 2018 / SDSU Alum

Deal Structure

 

Deal Perks

• $250 - A free Will (US based investors only)
• $500 - a free Will + Trust (US based investors only)
• $1,000 - 2 free Wills + 1 Trust (US based investors only)
• $5,000 - 2 free Wills + 1 Trust + thank you call from our CEO (US based investors only)
• $25,000 - all the above perks + tour of Trust & Will (US based investors only)

Additional Reports

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Key Deal Facts

• Modernizing the $170B trust & estate planning industry with an easy, fast, and secure way to create will and trust documents online
• End-to-end solution for creating, storing and updating your estate plan online
• Targeting 250M eligible adults in the U.S., especially parents and homeowners
• Now available in 49 states and the District of Columbia
• 11,000+ current users with consistent month-over-month growth in total users
• Approximately $2M raised to date from private investors
• Experienced team that has built successful startups and worked with Fortune 100 companies on numerous product development & software applications

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