SaaS

SAFE Note Received (Simple Agreement for Future Equity)

Recording cash received from an investor via a SAFE instrument.

Account NameTypeDebit ($)Credit ($)
Cash in BankAsset (+)150,000.00-
SAFE Liability / APIC (Mezzanine)Equity / Liability (+)-150,000.00

💡 Accountant's Note

SAFEs are classified differently depending on their terms. Post-money SAFEs with a fixed cap are often treated as equity instruments (mezzanine section). Pre-money SAFEs may be liabilities. The classification requires legal and accounting judgment.

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