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Series a Spa

Draft Series A SPAs in Minutes, Not Hours

14 minutes with CaseMark

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1. Add your email so we know where to send the result.

2. Upload the files you want analyzed.

3. Run the workflow and we'll take it from there.

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Series a Spa

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Workflow

Series a Spa

Overview

CaseMark's Series A SPA skill drafts comprehensive, market-standard Stock Purchase Agreements for venture capital financings in a fraction of the time required for manual drafting. By analyzing your term sheet, cap table, and organizational documents, the AI generates a complete SPA covering preferred stock issuance, representations and warranties, indemnification, closing conditions, and securities law compliance — all aligned with NVCA model document conventions.

Drafting a Series A Stock Purchase Agreement is one of the most time-intensive tasks in venture capital practice. Attorneys must manually coordinate complex economic terms, extensive rep and warranty packages, indemnification structures, and closing conditions — all while ensuring consistency with ancillary documents like the IRA, Voting Agreement, and ROFR/Co-Sale. A single inconsistency across these interconnected documents can delay closings and create significant liability.

CaseMark automates the heavy lifting of Series A SPA drafting by ingesting your term sheet, cap table, and organizational documents to produce a complete, NVCA-aligned agreement. The AI handles cross-referencing across ancillary documents, reconciles financial figures, and generates tailored rep and warranty packages — delivering a polished first draft that lets attorneys focus on negotiation strategy rather than document assembly.

How it works

  1. 1. Upload your executed term sheet, cap table, and organizational documents

  2. 2. AI analyzes deal terms, investor details, and capital structure to generate a complete SPA

  3. 3. Review and customize representations, warranties, indemnification, and closing conditions

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

What you get

  • Definitions & Preamble

  • Purchase & Sale Terms

  • Representations & Warranties of the Company

  • Representations & Warranties of Purchasers

  • Conditions to Closing

  • Indemnification Provisions

  • Covenants & Additional Agreements

  • Miscellaneous Provisions

  • Schedule of Purchasers

  • Disclosure Schedules Framework

What it handles

  • NVCA-aligned SPA drafting with full article structure from definitions through closing conditions

  • Comprehensive rep and warranty packages tailored to early-stage company profiles

  • Automated Schedule of Purchasers with share count, pricing, and aggregate reconciliation

  • Indemnification provisions with customizable baskets, caps, and survival periods

  • Multi-closing and secondary sale mechanics with extension and termination rights

  • Cross-referenced ancillary document coordination (IRA, Voting Agreement, ROFR/Co-Sale)

Required documents

  • Executed Term Sheet

    The signed term sheet containing economic terms, governance provisions, and key deal parameters for the Series A financing

    .pdf, .docx

  • Capitalization Table

    Current cap table showing all outstanding equity, options, warrants, and convertible instruments

    .pdf, .docx, .xlsx

  • Organizational Documents

    Certificate of Incorporation, Bylaws, and any prior financing documents governing the company's current structure

    .pdf, .docx

Supporting documents

  • Investor Details Schedule

    Legal names, entity types, jurisdictions, and addresses for all purchasing investors

    .pdf, .docx, .xlsx

  • Due Diligence Materials

    Financial statements, IP schedules, material contracts, litigation summaries, and employment agreements for disclosure schedule preparation

    .pdf, .docx

  • Prior Financing Documents

    Previous SPAs, convertible note agreements, or SAFE instruments from earlier funding rounds

    .pdf, .docx

  • Ancillary Agreement Drafts

    Existing drafts of the Amended COI, IRA, Voting Agreement, or ROFR/Co-Sale Agreement for cross-reference coordination

    .pdf, .docx

Why teams use it

Reduce SPA drafting time from days to minutes while maintaining institutional-quality output

Ensure consistency across the full deal document suite with automated cross-referencing of ancillary agreements

Minimize errors with automated reconciliation of share counts, pricing, and aggregate transaction amounts

Produce NVCA-aligned drafts that meet market expectations and reduce negotiation cycles

Questions

Does CaseMark follow NVCA model document conventions?

Yes. CaseMark drafts Series A SPAs following NVCA model document conventions by default. If your term sheet specifies alternative terms or structures, the AI adapts the draft accordingly.

Can it handle multiple closings and secondary sales?

Absolutely. CaseMark supports single and multiple closing structures, as well as primary-only or primary plus secondary transactions. The AI generates appropriate extension, termination, and parallel transfer mechanics for each scenario.

How does CaseMark coordinate with ancillary financing documents?

CaseMark cross-references all concurrent Transaction Documents including the Amended Certificate of Incorporation, Investors' Rights Agreement, Voting Agreement, and ROFR/Co-Sale Agreement. This ensures consistent definitions and terms across your entire deal document suite.

What representations and warranties are included?

CaseMark generates comprehensive rep and warranty packages covering organization, authorization, capitalization, financial statements, IP, material contracts, litigation, tax, employment, and securities law compliance — all calibrated for early-stage venture financings.

Can I customize the indemnification provisions?

Yes. CaseMark generates market-standard indemnification terms with customizable baskets, caps, survival periods, and claim procedures. You can adjust all parameters during the review stage before finalizing.

Is the output ready for execution or does it need attorney review?

CaseMark produces a high-quality first draft that significantly reduces drafting time. However, we always recommend attorney review to confirm deal-specific terms, jurisdiction requirements, and client-specific considerations before execution.

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