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 organizes every required section — from cover page and risk factors to use of proceeds and management disclosures — while maintaining the factual, non-promotional tone regulators expect.

Drafting a securities prospectus is one of the most labor-intensive tasks in capital markets practice. Attorneys spend days or weeks manually structuring dozens of disclosure sections, cross-referencing financial data, tailoring risk factors, and ensuring compliance with evolving SEC requirements — all while coordinating across multiple teams and document sources.

CaseMark's AI ingests your corporate documents, financials, and offering terms to produce a complete, structured prospectus draft in minutes. Every section follows SEC disclosure conventions, information gaps are clearly flagged for follow-up, and the output maintains the factual tone required under securities law — giving your team a polished starting point instead of a blank page.

How it works

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

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

3. 3. Review flagged gaps, privilege-sensitive items, and verification markers

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