Navigate SAFE Round with Ark

SAFE rounds can be complex, with many details to consider. To help you do it right, Ark’s dedicated AI Agents are trained to guide you through the process. Let’s explore how Ark can help you with just that!

In the Ark platform homepage, click on First Funding Round, and then on the sub-folders:

• SAFE Financing - Term Sheet → Use this folder to discuss term sheet received or sent

• SAFE Financing - Finalizing the Transaction → Use this folder to discuss the SAFE financing round after the term sheet phase

Then, create a new project by clicking the plus button. If you already have one, simply select it. Each project has its own dedicated context — meaning the AI will only reference information discussed within that specific project, avoiding any “context pollution.” For example, you can explore different strategies without overlap.

After creating a project, you can start by sending a message in the chat. Your dedicated AI Agent will answer your questions and guide you through a focused discussion on your SAFE Financing Round.

You can chat with agents in each folder using three different options:

1. Consult Partner – This is the default option. It’s a free discussion with the AI Partner dedicated to the folder you’re in. You can also ask the AI to generate documents for you.

2. Analyze Document – This option allows you to upload documents you’ve created or received from stakeholders (for example, an investor) and get an analysis, such as a list of insights or a risk assessment to the received document.

3. Teach Ark – This option lets you teach Ark new information about your company. Everything Ark knows about you is managed in the Company Profile. By selecting Teach Ark, you can upload documents or share information in the chat that you’d like Ark to learn

There are many topics you can discuss with the AI Agent of both folders. We recommend starting with one of the following examples:

• What are some common pitfalls to avoid when planning my SAFE Round?

• What is the difference between a SAFE and an Equity round? Which one is best for me?

• What is important to note when receiving or creating a Term Sheet in a SAFE Round?