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Safe Agreement

Draft SAFE Agreements in Minutes, Not Hours

12 minutes with CaseMark

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Upload your documents and get a finished work product in minutes. New accounts get $5 free to run their first skill.

12 minutes with CaseMark

What you'll need

  • Company Formation Documents
  • Economic Term Sheet
  • Cap Table

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

CaseMark's SAFE Agreement Drafter uses AI to generate complete Simple Agreements for Future Equity with precise conversion mechanics, investor qualifications, and securities compliance provisions. Designed for early-stage venture capital financing, it produces investor-ready documents with valuation cap and discount rate calculations, triggering event scenarios, and worked numerical examples — all in a fraction of the time traditional drafting requires.

Drafting SAFE agreements manually requires careful attention to complex conversion mechanics, valuation cap and discount rate interactions, and securities compliance requirements. Attorneys and startup founders spend hours ensuring triggering events, priority waterfalls, and investor qualifications are properly documented — with costly errors possible at every step.

CaseMark's AI-powered SAFE Agreement Drafter automates the entire process, generating complete agreements with accurate conversion formulas, three triggering event scenarios, and securities compliance provisions. Simply input your deal terms and cap table details, and CaseMark produces a professionally structured SAFE ready for review and execution.

How it works

  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 scenarios

  4. 4. Export your finalized SAFE agreement in DOCX or PDF format

What you get

  • Header & Recitals

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

  • Valuation Terms & Worked Examples

  • Investor Representations & Qualifications

  • Securities Compliance Provisions

  • Miscellaneous Terms & Signature Blocks

What it handles

  • Automatic conversion mechanics with valuation cap and discount rate calculations

  • Three triggering event scenarios: equity financing, liquidity event, and dissolution

  • Investor qualification and accredited investor verification language

  • Securities law compliance provisions and regulatory disclosures

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

  • Worked numerical examples for conversion price calculations

Required documents

  • Company Formation Documents

    Certificate of incorporation or formation documents confirming 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

  • Side Letters

    Any side letter agreements or special terms negotiated with specific investors

    .pdf, .docx

  • Prior SAFE Agreements

    Previously executed SAFEs for reference on existing conversion terms and MFN obligations

    .pdf, .docx

  • Investor Accreditation Documentation

    Documentation supporting investor accredited status for securities compliance purposes

    .pdf, .docx

Why teams use it

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

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

Maintain securities compliance with built-in investor qualification and regulatory language

Generate worked numerical examples that clearly illustrate conversion scenarios for all parties

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 (applied as alternatives, not stacked). The output follows industry-standard SAFE structures used in pre-seed and seed financing rounds.

Does the SAFE include securities law compliance language?

Yes. CaseMark's AI includes investor representations, accredited investor qualifications, and securities compliance provisions. However, you should always have qualified legal counsel review the final document for jurisdiction-specific regulatory requirements.

Can I customize conversion mechanics and triggering events?

Absolutely. CaseMark drafts all three standard triggering events — equity financing, liquidity events, and dissolution — with customizable terms including election timelines, priority waterfalls, and conversion price formulas tailored to your deal structure.

Does CaseMark handle MFN clauses and pro rata rights?

Yes. CaseMark can incorporate Most Favored Nation clauses, pro rata rights, and side letter provisions into your SAFE. Simply include these special terms in your input and the AI will draft appropriate language.

How accurate are the conversion price calculations?

CaseMark generates worked numerical examples showing cap price, discount price, and resulting share counts based on your specific economic terms. These calculations follow standard SAFE conversion formulas, but should be verified by your legal and financial advisors before execution.

Is this suitable for multiple investors in the same round?

CaseMark generates individual SAFE agreements per investor. For rounds with multiple investors, you can quickly generate consistent SAFEs by adjusting the investor details and purchase amounts while maintaining uniform economic terms across the round.

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