Reg CF SAFE Pipeline Tracker — From Contract to Equity
Record your Reg CF SAFE once in Owntric’s portfolio tracker. We monitor SEC filings, detect later priced equity rounds, and estimate your conversion price & potential shares for you. Think in phases: Pending SAFE → Round detected → Converted to equity.
Every Reg CF SAFE you log in Owntric moves through a simple storyline: Pending, Round detected, and Converted to equity. The app shows you where each contract sits—and why.
Phase 1
Pending SAFE
You’ve logged a Reg CF SAFE into Owntric with cost basis and purchase year. We’ve linked it to the relevant Form C filing, but no later priced equity round has appeared yet.
See which SAFEs are still waiting on a priced round.
Phase 2
Round detected
Our filing monitor detects a later priced equity round that looks like a match for your SAFE. We surface the round details and estimate your conversion price and potential share count.
Review the round details and the estimated conversion math.
Phase 3
Converted to equity
Once you’re comfortable with the assumptions and the round, you treat the contract as equity in your main portfolio. The pipeline keeps this history so you always know how you got there.
Mark the position as equity and keep an audit trail of how it converted.
Overview: Your Reg CF SAFE Exposure at a Glance
A single place to see how much you’ve invested via SAFEs, estimated shares across positions, and how many contracts are Pending, in Round detected, or Converted to equity.
SAFE Pipeline Overview — your total Reg CF SAFE invested, estimated shares across all contracts, and a live breakdown by phase: Pending SAFE, Round detected, and Converted to equity.
Phase 1 — Pending SAFE
You’ve made the investment and logged it in Owntric. We’ve linked it to the right Form C filing, and now the SAFE is waiting for a later priced equity round.
Centralized contracts: All your Reg CF SAFEs live in one Pending SAFE lane instead of scattered PDFs and emails.
Filing-linked: Each Pending SAFE is tied to a specific Form C so you can always open the original context.
Ready for phase changes: When a round appears, you’ll know which contracts might be affected.
Phase 1 — Pending SAFE: see exactly which contracts are still waiting on a later priced equity round, with filing links and cost basis at your fingertips.
Phase 2 & 3 — Round Detected and Converted to Equity
When a later priced equity round appears, Owntric flags the SAFE as Round detected, runs the conversion math, and lets you decide when to treat it as equity.
Round detected: We surface a matching priced equity round after your SAFE year, including raise details so you can sanity-check the match.
Conversion math, explained: Based on your valuation cap, discount, or manual terms, Owntric estimates a conversion price and potential share count.
Converted to equity: Once you’re comfortable with the assumptions, you can treat the SAFE as equity in your main portfolio—while keeping the full story in the pipeline.
Phase 2 — Round detected, Phase 3 — Converted to equity: Owntric shows the detected round, estimated conversion price, and potential share count so you can decide when the contract has effectively become equity.
SAFEs Are Contracts, Not Shares — The Pipeline Keeps the Story Straight
Reg CF SAFEs are becoming standard across equity crowdfunding, but the math is rarely obvious. The pipeline turns scattered documents into a clear three-phase storyline.
A SAFE (Simple Agreement for Future Equity) is a contract, not equity—so you usually don’t see a final share count on day one. Terms like the valuation cap, discount rate, and later priced round live in long PDFs and can be easy to miss.
Owntric is built around that reality. You save your cost basis once in the main portfolio, and the Reg CF SAFE Pipeline Tracker monitors Form C filings, reads SAFE terms, and keeps a running estimate of how your contract could convert when a new equity round appears—moving each position through Pending SAFE, Round detected, and Converted to equity.
Why Reg CF Investors Use Owntric for SAFEs
The pipeline makes SAFEs legible: where they are now, what filings matter next, and what they might become in shares.
SAFE Pipeline View
Track every Reg CF SAFE from Pending to Round detected to Converted to equity in one place.
Conversion Price & Shares
Estimate conversion price and potential share count when a later priced equity round appears.
Linked to Portfolio
Log your SAFE cost basis once in your main portfolio; the pipeline pulls it into a dedicated view.
Monitors Future Filings
Owntric watches new and amended Form C filings for later priced equity rounds after your SAFE year.
Phase Changes, Explained
See exactly why a SAFE moved from Pending to Round detected, and what that means for your position.
PDF & Term Transparency
Open the underlying filing PDF, review the terms, and override assumptions when needed.
What Makes the Reg CF SAFE Pipeline Different
Most tools stop at the last round headline. Owntric follows the contract from filing, through rounds, into actual share math—with a phase label at every step.
Built specifically for Reg CF SAFEs and early contracts that usually get buried in PDFs and email receipts.
Connects the dots between SAFE year, later priced equity rounds, and estimated share counts.
Ties directly into your Owntric portfolio so contracts don’t disappear once equity exists.
Investor-first: no sponsored picks, no paid placements—just SEC-driven math and your actual terms.
Reg CF SAFE Pipeline & SAFE Basics — FAQ
Common questions about how the three phases work and how SAFEs behave in equity crowdfunding.
Tracker & Pipeline Phases
What are the phases in the Reg CF SAFE Pipeline Tracker?
Owntric’s Reg CF SAFE Pipeline has three main phases: Pending SAFE (you’ve logged a SAFE but no later priced equity round yet), Round detected (we’ve matched a later priced equity round to your SAFE), and Converted to equity (you’re comfortable treating the contract as equity in your main portfolio based on the estimated conversion math).
What moves a SAFE from Pending to Round detected?
When you log a Reg CF SAFE, Owntric links it to Form C filings and watches for later priced equity rounds after your SAFE year. If our filing monitor sees a new priced equity round that matches the company and timing of your SAFE, we set that position to Round detected and show you the round details plus estimated conversion math.
When do I mark a SAFE as Converted to equity?
Converted to equity is your decision point. Owntric estimates a conversion price and potential share count based on the SAFE terms you provide or confirm. Once you’re comfortable with those assumptions and the round details, you can treat that position as equity in your main portfolio and move it to Converted to equity in the pipeline.
How often does Owntric check for new rounds and updates?
Owntric regularly checks public SEC filings for new and amended Form C filings and for later priced equity rounds that might affect your Reg CF SAFE positions. When we find a filing that looks relevant, we surface it in the SAFE pipeline so you can review it instead of manually tracking announcements and PDFs.
Is the conversion math guaranteed to match the company’s cap table?
No. The Reg CF SAFE Pipeline Tracker is an informational tool only. The conversion math is an estimate based on public filings and the SAFE terms you provide or confirm. Actual conversion depends on your contract, any side letters, and the company’s cap table and legal agreements at the time of conversion.
Reg CF SAFE Basics
What is a SAFE in equity crowdfunding?
A SAFE (Simple Agreement for Future Equity) is a contract that gives you the right to receive equity later, usually when the company raises a priced equity round in the future. In Reg CF, many startups now use SAFEs instead of issuing shares directly on day one.
How is a Reg CF SAFE different from buying priced equity?
With a priced equity round, you know your share price and share count at the time you invest. With a Reg CF SAFE, you often only know terms like the valuation cap and discount. Your actual share count and ownership are determined later, when a qualifying priced round happens.
Do I need the original SAFE contract or just the Form C filing?
Ideally you keep both. Owntric leans on Form C filings because they’re public and standardized, but you can override or refine the terms in the app if your specific SAFE contract or side letters differ from what’s in the filing. The filings and tracker help you monitor and estimate; your actual contract always controls.
Can I track non–Reg CF SAFEs and notes in Owntric?
Yes. While the pipeline is built around Reg CF filings, you can also log direct angel SAFEs and convertible notes. They’ll appear in the same pipeline so you can see your full pre-priced exposure alongside equity crowdfunding positions.
Give Your SAFEs a Clear Storyline, Not a Drawer of PDFs
Crowdfunding, angel checks, and direct deals deserve institutional-grade tracking. The Reg CF SAFE Pipeline turns every contract into a three-phase storyline you can actually follow.
🧾 Track every contract. 📊 See each phase. 🔒 Keep it private.
Important: The Reg CF SAFE Pipeline Tracker is an informational tool only. Estimates are based on public SEC filings and the SAFE terms you provide. Actual conversion terms, share counts, and outcomes depend on your specific contract and the company’s cap table. Nothing in Owntric is investment, tax, or legal advice.
