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 & Investor Term Sheet
Cap Table Summary

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 tailored to your specific deal terms, including valuation cap and discount mechanics, investor qualifications, and securities compliance provisions. Designed for early-stage venture capital financing, it produces investor-ready documents with worked conversion examples and industry-standard protective provisions in a fraction of the time required for manual drafting.

Drafting SAFEs manually requires careful attention to conversion mechanics, valuation cap and discount rate interactions, triggering event structures, and securities compliance — all while ensuring consistency across multiple investors in the same round. Even experienced startup attorneys spend significant time on repetitive drafting, calculation verification, and cross-referencing cap table data.

CaseMark automates the entire SAFE drafting process by generating complete, deal-specific agreements from your company details, economic terms, and cap table data. The AI handles conversion price calculations, triggering event structures, investor representations, and compliance provisions — delivering a polished, review-ready document that lets attorneys focus on negotiation and strategic counsel rather than repetitive drafting.

How it works

1. Enter company details, investor information, and economic terms
2. AI drafts a complete SAFE with conversion mechanics and compliance provisions
3. Review valuation cap/discount calculations and triggering event structures
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
Pro Rata Rights & Special Terms
Signature Blocks & Definitions

What it handles

Automatic conversion mechanics with valuation cap and discount rate calculations
Three triggering event structures: equity financing, liquidity events, 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 & Investor Term Sheet
Summary of deal terms including company legal name, investor details, purchase amount, valuation cap, and discount rate
.pdf, .docx, .txt
Cap Table Summary
Current capitalization table showing existing shares, SAFEs, convertible notes, and fully-diluted share count
.pdf, .docx, .xlsx

Supporting documents

Certificate of Incorporation
Company's certificate of incorporation for verifying legal name, entity type, and jurisdiction
.pdf, .docx
Prior SAFE or Side Letter
Existing SAFE agreements or side letters for MFN clause reference and consistency
.pdf, .docx
Investor Qualification Documentation
Accredited investor verification or entity formation documents for investor representations
.pdf, .docx

Why teams use it

Reduce SAFE drafting time from hours to minutes while maintaining precision on complex conversion mechanics

Ensure consistent securities compliance language and accredited investor representations across every deal

Generate worked numerical examples that clearly illustrate cap price vs. discount price interactions for all parties

Standardize your SAFE workflow across multiple investors and rounds with repeatable, customizable templates

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 follows industry-standard structures used in pre-seed and seed-stage venture financing.

Does the SAFE include conversion price calculations?

Yes. CaseMark's AI generates complete conversion mechanics including worked numerical examples showing how the cap price and discount price interact, which price controls, and the resulting share count for each triggering event.

Can I include MFN clauses and pro rata rights?

Absolutely. CaseMark supports most-favored-nation clauses, pro rata rights, side letter provisions, and other special terms commonly negotiated in early-stage SAFE rounds. Simply specify your desired terms in the input.

Does the output address securities law compliance?

Yes. CaseMark includes standard securities compliance provisions such as accredited investor representations, transfer restrictions, and applicable regulatory disclosures. However, you should always have qualified counsel review the final document for your specific jurisdiction.

How does CaseMark handle multiple SAFEs on the cap table?

When you provide your cap table summary including existing SAFEs and convertible notes, CaseMark factors these into the fully-diluted capitalization calculations that determine conversion pricing, ensuring accurate cap price computations.

Is the generated SAFE ready to sign as-is?

CaseMark produces a comprehensive, professionally structured SAFE that serves as a strong working draft. We recommend legal counsel review the final document to ensure it meets your specific deal terms, jurisdiction requirements, and regulatory obligations.