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Shareholder Agreement

Draft Shareholder Agreements in Minutes, Not Hours

15 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.

15 minutes with CaseMark

What you'll need

  • Company Formation Documents
  • Capitalization Information

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

Workflow

Overview

Drafting shareholder agreements manually requires hours of research across multiple legal databases, careful customization of boilerplate clauses, and meticulous verification of jurisdiction-specific requirements. Attorneys must balance complex provisions for share transfers, governance structures, and minority protections while ensuring compliance with state corporate law and tax regulations.

Drafting shareholder agreements requires extensive legal research, careful attention to jurisdictional requirements, and precise coordination of complex provisions governing ownership, governance, transfers, and exits. Manual drafting typically takes 12+ hours and risks inconsistencies, missing critical provisions, or creating unenforceable terms that lead to costly disputes.

CaseMark automates shareholder agreement drafting by analyzing your company structure and generating comprehensive, jurisdiction-specific agreements with all essential provisions. Our AI ensures internal consistency, enforceability, and proper coordination between governance rights, transfer restrictions, valuation mechanisms, and exit provisions.

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

  • Introduction and Parties

  • Definitions

  • Share Ownership and Capitalization

  • Management and Governance

  • Transfer of Shares

  • Dividends and Distributions

  • Non-Compete and Confidentiality

  • Dispute Resolution

  • Termination and Exit

  • Governing Law and Miscellaneous

  • Signatures

What it handles

  • Introduction and Parties

  • Definitions

  • Share Ownership and Capitalization

  • Management and Governance

  • Transfer of Shares

  • Dividends and Distributions

  • Non-Compete and Confidentiality

  • Dispute Resolution

  • Termination and Exit

  • Governing Law and Miscellaneous

  • Signatures

Required documents

  • Company Formation Documents

    Articles of incorporation, certificate of incorporation, or corporate charter showing legal name, jurisdiction, and authorized capital structure

    PDF, DOCX

  • Capitalization Information

    Current cap table or ownership schedule listing all shareholders, share classes, ownership percentages, and any existing rights or preferences

    PDF, XLSX, DOCX

Supporting documents

  • Corporate Bylaws

    Current bylaws to ensure consistency with governance provisions and identify any conflicts requiring resolution

    PDF, DOCX

  • Term Sheets or Investment Agreements

    Prior agreements establishing expectations about governance rights, board composition, or investor protections

    PDF, DOCX

  • Employment Agreements

    Agreements with shareholder-employees to coordinate vesting schedules and restrictive covenants

    PDF, DOCX

  • Existing Shareholder Agreement

    Prior agreement being replaced or amended, if applicable

    PDF, DOCX

Why teams use it

Generate complete shareholder agreements in 12 minutes vs. 5+ hours manually

Automated research from Thomson Reuters, bar associations, and verified legal templates

Jurisdiction-specific clauses with automatic compliance verification

Intelligent extraction of company data from uploaded corporate documents

Comprehensive coverage of governance, transfers, exits, and minority protections

Questions

What information do I need to provide to generate a shareholder agreement?

You'll need your company's formation documents showing the legal name and jurisdiction, a current capitalization table with all shareholders and their ownership percentages, and details about any special governance rights or transfer restrictions desired. Optional documents like bylaws, term sheets, or employment agreements help ensure consistency across all corporate documents.

How does the AI ensure the agreement is enforceable in my jurisdiction?

CaseMark incorporates jurisdiction-specific legal requirements for shareholder agreements, including state law standards for transfer restrictions, non-compete enforceability, and mandatory provisions. The system researches current statutory requirements and case law to ensure provisions like drag-along rights, restrictive covenants, and dispute resolution clauses meet enforceability standards in your state.

Can the agreement handle complex ownership structures with multiple share classes?

Yes, CaseMark supports complex capitalization structures including multiple share classes with different voting rights, liquidation preferences, and special governance rights. The system generates detailed provisions addressing class-specific rights, preferred shareholder protections, and coordination between common and preferred shareholders.

What transfer restrictions and exit provisions are included?

The agreement includes comprehensive transfer restrictions with right of first refusal procedures, tag-along rights protecting minority shareholders, drag-along rights enabling majority-approved exits, and permitted transfer exceptions for estate planning and affiliates. It also covers buyout provisions for employment termination, death, disability, and other triggering events with clear valuation methodologies and payment terms.

How are governance and decision-making authority structured?

The agreement establishes complete governance frameworks including board composition with shareholder designation rights, detailed approval matrices for major corporate actions, voting rights by share class, meeting requirements, and information rights. It specifies which decisions require board majority, supermajority, shareholder approval, or unanimous consent to protect all stakeholders appropriately.

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