How can I upload an externally finalized safe?
Introduction
Our safe financing products make it easy to issue safes to investors, whether you’re looking to issue safes with valuation caps, discounts, or both.
In some rare cases, investors may get confused and accidentally hand-sign the safe, or else have an internal policy against electronic signatures. If this happens, you can finalize the safe off of Clerky and upload it afterwards.
Steps
The steps to upload an externally finalized safe differ slightly depending on whether you have a safe financing in progress on Clerky or are starting a new safe financing.
Existing Safe Financings
- 1
-
Click
Teams in the main navigation bar.
- 2
-
Select the team you want to upload the externally finalized safe for.
- 3
-
Click
Overview in the sub-navigation bar to open the team overview page.
- 4
-
Click
+ Investor.
- 5
-
Select
Safes.
- 6
-
Continue to the
Issue Safes step.
- 7
-
Click the
More (···) menu and select
Upload Externally Finalized Safe.
- 8
-
Select the variant of safe that was issued.
- 9
-
Fill out the required information about the safe and upload the externally finalized safe under
Completed Paperwork. Then click
Record Safe Issuance.
New Safe Financings
- 1
-
Click
Teams in the main navigation bar.
- 2
-
Select the team you want to upload the externally finalized safe for.
- 3
-
Click
Overview in the sub-navigation bar to open the team overview page.
- 4
-
Click
Add One.
- 5
-
Select
Safes.
- 6
-
If your company has issued a safe outside of Clerky but doesn't have a safe financing in progress on Clerky, your company likely finalized a board consent approving the safe financing outside of Clerky as well. You can upload an externally finalized board consent by selecting
Upload Externally Finalized Board Consent from the
More (···) menu for the
Board Consent step.
- 7
-
Click the
More (···) menu in the
Issue Safes step and select
Upload Externally Finalized Safe.
- 8
-
Select the variant of safe that was issued.
- 9
-
Fill out the required information about the safe and upload the externally finalized safe under
Completed Paperwork. Then click
Record Safe Issuance.
Verification
On the team overview page, you can verify that your externally finalized safe has been uploaded by viewing the Amount Raised section.
