Prospectus Draft

CaseMark's Prospectus Draft skill transforms your corporate documents, financial statements, and offering terms into a structured, SEC-compliant prospectus draft. The AI assembles all required disclosure sections—from cover page legends to risk factors to use of proceeds—while flagging gaps and privilege-sensitive items for attorney review.

Drafting a securities prospectus is one of the most labor-intensive tasks in capital markets practice. Attorneys spend days or weeks manually assembling corporate data, financials, risk factors, and offering terms into a regulatory-compliant disclosure document, often across multiple workstreams and with significant coordination overhead. Missed disclosures or inconsistent formatting can trigger SEC comment letters and delay offerings.

CaseMark automates the initial assembly of SEC-compliant prospectus drafts by analyzing your uploaded corporate documents, financial statements, and offering terms. The AI structures all required sections in regulatory order, generates tailored risk factors, and flags information gaps—delivering a comprehensive first draft in minutes that your securities counsel can refine and finalize.

How it works

1. 1. Upload your corporate documents, financial statements, and offering terms

2. 2. AI analyzes inputs and structures a full SEC-compliant prospectus draft

3. 3. Review flagged gaps and privilege-sensitive items for attorney sign-off

4. 4. Export the finalized prospectus in your preferred format (DOCX, PDF)