Prospectus Draft

CaseMark's Prospectus Draft skill transforms your corporate documents, financials, and offering terms into a structured, SEC-compliant prospectus draft. The AI generates every required section — from cover page and risk factors to use of proceeds and management disclosures — while flagging gaps and items requiring legal review. It delivers in minutes what traditionally takes teams days or weeks to assemble.

Drafting a securities prospectus is one of the most labor-intensive tasks in capital markets practice. Attorneys must manually organize vast amounts of corporate data, financials, risk factors, and offering terms into a precisely structured regulatory document — a process that typically consumes days or weeks of billable time and involves significant coordination across multiple teams.

CaseMark automates the initial prospectus drafting process by analyzing your uploaded corporate documents, financial statements, and term sheets, then structuring them into a comprehensive SEC-compliant disclosure document. The AI flags information gaps and privilege-sensitive items, giving your legal team a polished first draft to refine rather than a blank page to fill.

How it works

1. 1. Upload corporate documents, financials, term sheets, and risk inventories

2. 2. AI analyzes and structures data into SEC-compliant prospectus sections

3. 3. Review flagged information gaps and privilege-sensitive items requiring legal sign-off

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