In the main menu, click 'Tools' and click 'Raise (SAFE)' from the drop-down menu.

Click '+ Start New Raise'

You will be displayed a Disclaimer - after reviewing, click 'Next'.

Provide the details of the Raise such as: Name, Raise Type (Convertible Note), and Target Close Date. Once done, click 'Next'.

In the respective fields, enter the: Raise Goal, Valuation Cap, Discount, Interest Rate, Maturity Date, and Capital Raising event amount.

Provide the company Signee. If you have not set this up yet, you can refer to the steps in this article: Add board member and company signee

Enter the bank account information where stakeholders will transfer the funds. These details will be inserted into your investment document if the respect variables have been inserted into the contract, and will also be displayed to your investors through their investor portfolio after all parties have executed the agreement.