How do I start a safe financing?

1
Access Your Team's Overview

To begin a safe financing, go to your startup's Team page and click Overview.

accessing team overview from teams page

Important

If you don't see the Overview link it could be because your startup either hasn't completed the Post-Incorporation Setup or, for startups not formed on Clerky, completed Clerky's one-time setup.

2
Add a Seed Financing

Click the No Seed Financings Found box. Clerky will ask which type of securities you will be issuing. Click Safes. add a seed financing box
3
Complete the Safe Financing Checklist

Follow the steps in the safe financing checklist to complete your safe financing.

Still need help? Contact Us Contact Us