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Safe Agreement

Draft SAFE Agreements in Minutes, Not Hours

12 minutes with Para

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Get started with Para

Para is an AI colleague for legal teams. Send it this work by email, Teams or Slack, and it hands back the finished document.

12 minutes with Para

What you'll need

  • Company Formation Documents
  • Economic Term Sheet
  • Cap Table

Plans from $20 a month, with usage included.

Workflow

Overview

CaseMark's SAFE Agreement skill uses AI to draft complete Simple Agreements for Future Equity tailored to your specific deal terms. It generates investor-ready documents with precise conversion mechanics, valuation cap and discount rate calculations, and full securities compliance provisions — all in a fraction of the time traditional drafting requires.

Drafting SAFEs manually requires careful attention to conversion mechanics, valuation math, and securities compliance — a process that typically takes hours of attorney time per agreement. With multiple investors and varying deal terms, errors in cap calculations or missing compliance provisions can create significant legal and financial risk for early-stage companies.

CaseMark automates the entire SAFE drafting process, generating complete agreements with accurate conversion mechanics, worked numerical examples, and securities compliance provisions. Simply enter your deal terms and cap table information, and CaseMark produces a polished, investor-ready SAFE that you can review, customize, and finalize in minutes.

How to hand this to Para

  1. 1. Send Para the files

    Email them, drop them in a Teams or Slack message, or upload them.

  2. 2. Para runs the Safe Agreement skill

    It works from your files and checks its citations against the record.

  3. 3. The finished document comes back

    Para returns it where you asked, usually as a DOCX, and offers the next step.

Example request · email, Teams or Slack
Para, run the Safe Agreement skill for the Garcia matter. I've attached the Company Formation Documents, Economic Term Sheet and Cap Table. Send the finished draft back here as a DOCX.

What Para does

  1. 1. Enter company details, investor information, and economic terms
  2. 2. AI drafts a complete SAFE with conversion mechanics and compliance provisions
  3. 3. Review valuation cap/discount calculations and triggering event structures
  4. 4. Export the finalized SAFE agreement in your preferred format (DOCX, PDF)

What you get

  • Header & Recitals

  • Conversion Mechanics (Equity Financing, Liquidity Event, Dissolution)

  • Valuation Terms & Worked Examples

  • Investor Qualifications & Representations

  • Securities Compliance Provisions

  • Pro Rata Rights & Special Terms

  • Signature Blocks & Exhibits

What it handles

  • Automatic conversion mechanics with valuation cap and discount rate calculations

  • Three triggering event structures: equity financing, liquidity events, and dissolution

  • Accredited investor qualification and securities compliance provisions

  • Pro rata rights, MFN clauses, and side letter integration

  • Worked numerical examples for conversion price scenarios

  • Cap table-aware drafting with fully-diluted share calculations

Required documents

  • Company Formation Documents

    Certificate of incorporation or equivalent formation documents confirming the company's legal name, entity type, and jurisdiction

    .pdf, .docx

  • Economic Term Sheet

    Summary of deal terms including purchase amount, valuation cap, discount rate, and any special provisions

    .pdf, .docx, .xlsx

  • Cap Table

    Current capitalization table showing existing SAFEs, convertible notes, and fully-diluted share count

    .pdf, .docx, .xlsx

Supporting documents

  • Prior SAFE Agreements

    Existing SAFEs or convertible notes for reference on MFN clauses and consistency

    .pdf, .docx

  • Side Letters

    Any side letter agreements with special investor terms such as pro rata rights or information rights

    .pdf, .docx

  • Investor Qualification Documents

    Accredited investor certifications or questionnaires for compliance verification

    .pdf, .docx

Why teams use it

Reduce SAFE drafting time from hours to minutes with AI-powered document generation

Ensure accurate conversion mechanics with automated valuation cap and discount rate calculations

Maintain securities compliance with built-in accredited investor qualifications and transfer restrictions

Standardize your SAFE workflow across multiple deals with consistent, professional-grade output

Questions

What type of SAFE does CaseMark generate?

CaseMark generates YC-style Simple Agreements for Future Equity with support for valuation cap, discount rate, or both (alternative basis). The output includes all standard conversion mechanics for equity financing rounds, liquidity events, and dissolution scenarios.

Can I customize the valuation cap and discount rate?

Absolutely. You provide the specific purchase amount, valuation cap, and discount rate, and CaseMark drafts the conversion mechanics accordingly — including worked numerical examples so all parties understand the economics clearly.

Does the SAFE include securities law compliance?

Yes. CaseMark incorporates accredited investor representations, securities law disclaimers, and transfer restrictions consistent with federal and state securities regulations. You should still have counsel review the final document for jurisdiction-specific requirements.

Can I include MFN clauses and pro rata rights?

Yes. CaseMark supports Most Favored Nation clauses, pro rata rights, side letter provisions, and other special terms commonly negotiated in early-stage SAFE rounds. Simply indicate which terms apply when entering your inputs.

How does CaseMark handle multiple existing SAFEs or convertible notes?

You can provide your current cap table information including existing SAFEs, convertible notes, and fully-diluted share counts. CaseMark factors these into the conversion price calculations and capitalization definitions to ensure accuracy.

Is this suitable for pre-seed and seed-stage companies?

Yes. CaseMark's SAFE drafting skill is specifically designed for early-stage venture capital financing, covering pre-seed through seed rounds with the flexibility to accommodate various deal structures and investor types.

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