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Safe Simple Agreement for Future Equity

Generate 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

  • Investment Terms

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

Workflow

Overview

Drafting SAFE agreements manually requires extensive knowledge of venture capital terms, careful attention to conversion mechanics, and hours of document preparation. Attorneys must ensure valuation caps, discount rates, and triggering events are precisely defined while maintaining compliance with securities regulations and protecting both investor and company interests.

Drafting SAFE agreements requires precise conversion mechanics, complex valuation calculations, and comprehensive investor protections that take attorneys hours to structure correctly. Startups and investors need legally sound documents quickly to close funding rounds, but manual drafting is time-consuming and prone to inconsistencies with prior agreements or cap table structures.

CaseMark automates SAFE agreement creation by analyzing your investment terms and company documents to generate comprehensive, legally precise agreements with proper conversion formulas, investor protections, and securities law compliance. The AI ensures consistency with your existing capital structure while producing professional documents ready for execution in minutes instead of hours.

How it works

  1. 1. Upload your documents

  2. 2. AI analyzes and extracts key information

  3. 3. Review and customize the generated content

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

What you get

  • Document Header with Company and Investor Details

  • Purchase Amount and Date Specifications

  • Agreement Terms and Introduction

  • Equity Financing Conversion Provisions

  • Liquidity Event Terms and Options

  • Dissolution Event Procedures

  • Valuation Cap and Discount Rate Mechanics

  • Conversion Price Definitions

  • Liquidity Price Calculations

  • Investor Representations and Warranties

  • Company Representations and Warranties

  • No Stockholder Rights Clause

  • Transfer Restrictions

  • Governing Law Provisions

What it handles

  • Document Header with Company and Investor Details

  • Purchase Amount and Date Specifications

  • Agreement Terms and Introduction

  • Equity Financing Conversion Provisions

  • Liquidity Event Terms and Options

  • Dissolution Event Procedures

  • Valuation Cap and Discount Rate Mechanics

  • Conversion Price Definitions

  • Liquidity Price Calculations

  • Investor Representations and Warranties

  • Company Representations and Warranties

  • No Stockholder Rights Clause

  • Transfer Restrictions

  • Governing Law Provisions

Required documents

  • Investment Terms

    Term sheet or document containing purchase amount, valuation cap, discount rate, and basic deal terms

    PDF, DOCX, TXT

Supporting documents

  • Certificate of Incorporation

    Company formation documents showing exact legal name and jurisdiction

    PDF, DOCX

  • Prior SAFE Agreements

    Existing SAFE agreements to ensure consistency with company's standard terms

    PDF, DOCX

  • Capitalization Table

    Current cap table showing existing securities and fully-diluted capitalization

    PDF, XLSX, CSV

  • Board Resolutions

    Corporate approvals authorizing the SAFE issuance

    PDF, DOCX

Why teams use it

Reduce SAFE drafting time from 3+ hours to under 10 minutes

Ensure accurate conversion price calculations with automated valuation cap and discount rate provisions

Generate compliant investor and company representations tailored to your transaction

Customize equity financing, liquidity event, and dissolution event terms with guided prompts

Maintain consistency across multiple SAFE issuances with standardized templates

Questions

What information do I need to generate a SAFE agreement?

You need the basic investment terms including purchase amount, valuation cap, and discount rate. CaseMark can extract additional details from uploaded term sheets, incorporation documents, or prior SAFE agreements. If you provide your cap table, the system ensures conversion calculations align with your existing capital structure. The AI will identify any missing critical information and request specific details needed to complete the agreement.

How does CaseMark handle the conversion mechanics and valuation calculations?

CaseMark generates precise conversion formulas showing both valuation cap and discount rate methodologies, automatically calculating which produces more favorable terms for the investor. The system includes worked examples demonstrating how conversion prices are determined under different scenarios. All mathematical formulas are stated with institutional-grade precision so any financial professional can apply them without ambiguity.

Will the SAFE agreement comply with securities laws and investor qualification requirements?

Yes, CaseMark includes comprehensive accredited investor representations covering all qualification pathways, securities law compliance provisions, and transfer restrictions required for private placement exemptions. The agreement acknowledges that securities are unregistered, includes appropriate restrictive legend language, and contains investor suitability representations that support your reliance on registration exemptions under federal and state securities laws.

Can I customize the SAFE agreement for specific deal terms or investor requests?

Absolutely. CaseMark generates a complete first draft based on your inputs and uploaded documents, which you can then review and modify. The system identifies standard market terms while accommodating special provisions like transfer exceptions, alternative dispute resolution, or modified liquidity event options. You maintain full control over final terms while benefiting from AI-powered drafting that handles the complex structural and calculation provisions automatically.

How does this compare to using standard SAFE templates?

Unlike static templates, CaseMark analyzes your specific company documents and investment terms to generate customized agreements with accurate conversion calculations, proper party identification, and consistency with your existing capital structure. The AI explains complex provisions in context, includes worked examples for your specific valuation terms, and ensures all cross-references and defined terms are internally consistent. You get institutional-quality customization without the hours of manual drafting required to adapt generic templates.

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