How accurate are the dilution calculations in AI-generated cap tables?
CaseMark uses verified financial formulas and cross-references multiple data points from your uploaded documents to ensure mathematical accuracy. The system performs automatic validation checks on ownership percentages, ensuring they total 100% and flagging any inconsistencies for review before finalizing the document.
Can I model multiple funding scenarios with different valuations?
Yes, CaseMark allows you to generate multiple pro forma scenarios by adjusting key assumptions like pre-money valuation, funding amount, and conversion terms. You can quickly compare different deal structures side-by-side to advise clients on optimal funding terms.
What information do I need to provide to generate a cap table?
You'll need your current capitalization records showing existing shareholders and share classes, plus the proposed term sheet or funding agreement with new investment details. CaseMark extracts the relevant data automatically, though you can also input additional information about option pools or convertible securities.
Does the cap table comply with SEC and legal formatting standards?
Yes, CaseMark generates cap tables following standard legal formats referenced in SEC guidelines and templates from established legal resources. The output includes proper disclosures, footnotes for calculations, and professional formatting suitable for investor presentations and regulatory filings.
How does CaseMark handle complex securities like convertible notes or SAFEs?
CaseMark recognizes and processes various security types including convertible notes, SAFEs, warrants, and multiple share classes. The AI applies the appropriate conversion formulas based on the terms in your documents, calculating fully-diluted ownership including all convertible instruments.
Can I edit the cap table after CaseMark generates it?
Absolutely. CaseMark provides the cap table in editable formats, allowing you to make adjustments, add custom notes, or refine assumptions. The AI-generated document serves as a comprehensive first draft that you can customize to your specific transaction needs.
How long does it typically take to manually create a pro forma cap table?
Most attorneys spend 4-6 hours manually building cap tables, including data gathering, spreadsheet setup, formula creation, and multiple rounds of verification. CaseMark reduces this to approximately 12 minutes by automating data extraction, calculations, and formatting while maintaining the same level of accuracy.