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Safe Agreement

Draft SAFE Agreements in Minutes, Not Hours

12 minutes with CaseMark

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Safe Agreement

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Safe Agreement

Overview

CaseMark's SAFE Agreement Drafter uses AI to generate complete Simple Agreements for Future Equity tailored to your specific deal terms, investor qualifications, and cap table structure. It handles the complex conversion mechanics, securities compliance language, and triggering event scenarios that make SAFE drafting time-consuming and error-prone.

Drafting SAFE agreements manually requires careful attention to conversion mechanics, valuation cap and discount rate interactions, securities compliance provisions, and cap table implications. Even experienced attorneys spend significant time ensuring formulas are correct, triggering events are properly defined, and investor protections align with deal terms — all while maintaining consistency across multiple SAFEs in a financing round.

CaseMark's AI-powered SAFE Agreement Drafter automates the entire drafting process by taking your company details, economic terms, and cap table data and producing a complete, professionally structured SAFE. The system handles complex conversion price calculations, generates worked numerical examples, and includes all standard provisions from investor qualifications to dissolution priorities — delivering a polished document ready for legal review.

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

  • Valuation Terms

  • Investor Rights & Protections

  • Representations & Warranties

  • Securities Compliance Provisions

  • Dissolution & Liquidation Terms

  • Miscellaneous Provisions & Signatures

What it handles

  • Automatic conversion mechanics with valuation cap and discount rate calculations

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

  • Accredited investor qualification and securities compliance provisions

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

  • Worked numerical examples for conversion price calculations

  • Cap table-aware drafting with fully-diluted share count analysis

Required documents

  • Company & Investor Term Sheet

    Document containing company legal name, investor details, purchase amount, valuation cap, and discount rate

    .pdf, .docx, .txt

  • Cap Table

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

    .pdf, .docx, .xlsx, .csv

Supporting documents

  • Certificate of Incorporation

    Company's certificate of incorporation for verifying legal name, entity type, and jurisdiction

    .pdf, .docx

  • Prior SAFE Agreements

    Previously executed SAFEs for consistency in terms and MFN clause reference

    .pdf, .docx

  • Side Letters

    Any side letter agreements granting special rights to specific investors

    .pdf, .docx

Why teams use it

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

Eliminate calculation errors in valuation cap and discount rate conversion formulas

Ensure consistent securities compliance language and accredited investor provisions

Generate investor-ready documents with worked numerical examples and clear triggering event terms

Questions

What type of SAFE does CaseMark generate?

CaseMark generates YC-style Simple Agreements for Future Equity with full support for valuation cap, discount rate, or combined cap-and-discount structures. The output follows industry-standard SAFE conventions used in pre-seed and seed-stage financing.

Does the SAFE include securities law compliance provisions?

Yes. CaseMark's AI includes accredited investor representations, securities act disclaimers, and transfer restriction language. However, you should always have qualified legal counsel review the final document for jurisdiction-specific compliance requirements.

Can I customize conversion mechanics and triggering events?

Absolutely. CaseMark drafts all three standard triggering events — equity financing, liquidity events, and dissolution — and lets you customize conversion formulas, election timelines, and priority waterfalls to match your deal terms.

Does CaseMark handle MFN clauses and pro rata rights?

Yes. CaseMark can incorporate Most Favored Nation clauses, pro rata participation rights, and side letter provisions based on the terms you specify during setup.

How does CaseMark calculate conversion prices?

CaseMark applies the lesser-of formula standard in SAFE agreements: the cap price (valuation cap divided by pre-money fully-diluted capitalization) versus the discount price (price per share times one minus the discount rate). It also generates worked numerical examples for clarity.

Is the generated SAFE ready to sign?

CaseMark produces a comprehensive, professionally drafted SAFE that serves as a strong starting point. We recommend legal counsel review the final document before execution to ensure it meets your specific deal requirements and jurisdictional regulations.

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