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Convertible Note

Also known as: convertible debt, note

A short-term loan to a startup that converts into equity at a later priced round instead of being repaid in cash.

What it is

A convertible note is a loan an investor makes to a startup that is designed to convert into shares later, usually at the next priced financing round, rather than being paid back in cash.

Facts

  • Unlike a SAFE, a note is debt: it carries an interest rate (often 2-8%) and a maturity date (often 12-24 months).
  • Conversion terms use a valuation cap and/or a discount (typically 10-25%).
  • Accrued interest usually converts into extra shares rather than being paid in cash.
  • If it matures before a qualifying round, it can technically become repayable or require renegotiation.

Who it's for

Early-stage founders raising bridge or seed money, especially investors who prefer the creditor protections of debt.

How it helps you

Like a SAFE, it defers the valuation debate and closes quickly, while giving investors downside protection via the debt structure.

Caveats

The maturity date is a real deadline. If you haven't raised a priced round by then, noteholders can demand repayment or leverage you into worse terms.

Conclusion

A convertible note is a SAFE with a clock and interest attached; use it when investors want debt protection, but watch the maturity date.

How it helps you

Like a SAFE but a loan with a deadline, so an unclosed priced round before maturity can turn investors into creditors.

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