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Closing Process

Seven steps from signature to funding.

The sequence below is the same one every investor follows. Verification, acceptance, and segregation come before the wire — and the wire is verified by phone before transmission.

  1. 1

    Investor reviews the SAFE Round Investor Memo and this package.

  2. 2

    Investor completes and signs the Subscription Agreement (Doc 9) and the Accredited Investor Questionnaire (Doc 10).

  3. 3

    Company reviews accredited status and accepts or declines the subscription in writing.

  4. 4

    Upon acceptance, Company countersigns the SAFE (Doc 11).

  5. 5

    Investor wires the Purchase Amount using the verified Wire Instructions (Doc 12).

  6. 6

    Company confirms receipt; funds held in segregated account until closing.

  7. 7

    After final close, Company files Form D with the SEC within 15 days and any required state notices.

For organizing professionals

The 83(b) clock starts on the date of grant.

Why 83(b) matters

An 83(b) election tells the IRS to tax the value of your restricted stock now, at grant, rather than as it vests. Because the shares are purchased at par value ($0.0001), the taxable amount at grant is essentially zero. Filing locks that in and starts the long-term capital-gains clock.

How to file — within 30 days, no extensions

  • Complete the form in Document 5.
  • Mail it to the IRS office where you file your returns, by certified mail, return receipt requested.
  • Keep a copy with your records and provide a copy to the Company.
  • Retain the certified-mail receipt as proof of timely filing.
Anti-fraud. Investors should independently verify wire details by calling a known Company contact before sending funds. The Company will never change wire instructions by email without separate verbal confirmation.
Request the verified wire contact