Workflow
Overview
CaseMark's Amended and Restated Certificate of Incorporation skill automates the drafting of filing-ready Delaware charters for venture-financing rounds. It converts term-sheet economics, governance provisions, and cap-table data into a defensible corporate charter document compliant with DGCL Sections 242 and 245. The AI handles everything from share authorization math to preferred-stock article drafting, delivering a complete certificate with an assumptions log for counsel review.
Drafting an Amended and Restated Certificate of Incorporation for a venture-financing round is one of the most detail-intensive tasks in corporate law. Attorneys must manually translate term-sheet economics into precise charter language, calculate authorized share tables across multiple series, and ensure every protective covenant, conversion mechanic, and governance provision aligns with both the deal documents and Delaware statutory requirements. A single math error or inconsistency can delay closing or create liability.
CaseMark automates the entire A&R COI drafting workflow by parsing your term sheet, cap table, and transaction documents simultaneously. The AI validates entity compliance, calculates share authorization math with built-in cushions, drafts series-specific preferred-stock articles, and layers in governance provisions—all in a single pass. The result is an execution-ready certificate with a transparent assumptions log, giving counsel a defensible starting point that dramatically accelerates time to closing.