Preparing subscription agreements for each fund investor is time-intensive and repetitive. Attorneys spend hours manually drafting party details, subscription terms, representations and warranties, and compliance provisions while ensuring consistency across multiple investor documents and alignment with fund formation documents.
Preparing subscription agreements for each fund investor is time-intensive and repetitive. Attorneys spend hours manually drafting party details, subscription terms, representations and warranties, and compliance provisions while ensuring consistency across multiple investor documents and alignment with fund formation documents.
CaseMark automates the entire subscription agreement drafting process by extracting key terms from your fund documents and generating investor-ready agreements with proper accreditation representations, payment terms, and regulatory compliance provisions. What once took hours per investor now takes minutes, allowing you to close funds faster and focus on strategic legal work.
This workflow is applicable across multiple practice areas and use cases
Securities lawyers need subscription agreements for fund offerings to ensure SEC compliance and proper investor documentation for registered and exempt securities offerings.
Subscription agreements are core securities compliance documents requiring investor representations, accredited investor verification, and adherence to Regulation D and other securities regulations.
Corporate finance attorneys use subscription agreements when structuring investment funds, capital raises, and pooled investment vehicles for corporate clients.
Fund subscription agreements are essential corporate finance instruments for documenting investor commitments and capital contributions in various financing structures beyond traditional VC/PE.
Financial services attorneys draft subscription agreements for investment advisers, broker-dealers, and fund managers subject to regulatory oversight and compliance requirements.
Financial services regulation requires proper documentation of investor relationships, and subscription agreements are critical compliance documents for regulated fund managers and advisers.
Financing attorneys utilize subscription agreements for debt funds, mezzanine funds, and other alternative lending vehicles that pool investor capital.
Many financing structures involve fund vehicles requiring subscription agreements to document investor participation in lending pools and credit facilities.
CaseMark incorporates standard accredited investor representations, risk acknowledgments, and regulatory compliance provisions based on SEC requirements and industry best practices. The platform cross-references your fund documents to ensure consistency with your offering structure while including necessary legal protections.
Yes, CaseMark generates agreements tailored to your specific fund structure and can accommodate variations for individual vs. entity investors, domestic vs. international subscribers, and different subscription amounts. You maintain full control to review and adjust any provisions before finalizing.
You'll need your fund's core formation documents such as the private placement memorandum, limited partnership agreement, or operating agreement. CaseMark extracts the relevant terms, pricing, and structure to populate the subscription agreement accurately.
CaseMark automatically includes comprehensive investor representations covering accreditation status, investment sophistication, risk acknowledgment, and regulatory compliance. These provisions are based on current securities law requirements and standard market practice for private fund offerings.
Absolutely. CaseMark adapts to various fund structures including VC funds, PE funds, hedge funds, and real estate funds. The platform recognizes different investment structures and generates appropriate subscription terms for your specific fund type.
Most users generate a complete, review-ready subscription agreement in 10-15 minutes. This includes uploading fund documents, reviewing extracted terms, and generating the final agreement—compared to 4-5 hours of manual drafting per investor.
Yes, CaseMark employs bank-level encryption and strict confidentiality protocols. All uploaded documents and generated agreements are protected under attorney-client privilege considerations, and your data is never used to train AI models or shared with third parties.