CapMark AI FAQ: AI Assistance for Securities Offerings

CapMark is OnchainTA’s AI assistant for issuers. It helps organize company and offering information, prepare documents, guide issuer workflows and create tokenized securities offerings. Its capabilities continue to expand.

CapMark is designed for companies, fund managers, asset managers, financial intermediaries (including broker-dealers), transfer agents, financial institutions and their authorized teams and advisers who want to create tokenized securities offerings.

CapMark can help collect offering information and prepare materials before the issuer creates or finalizes a tokenized security offering in Issuer Hub. Issuers and their advisers remain responsible for reviewing and approving the terms and documents.

Document drafting is an important CapMark use case, including offering memoranda, private placement memoranda (PPMs), offering circulars, prospectuses, subscription agreements and term sheets. These are drafts for review, not legal opinions or approved offering documents.

CapMark can help prepare issuer information and offering materials for the intended investor audience. It does not independently solicit investors, recommend investments or act as a placement agent. Issuers must review the materials with their legal counsels.

No. CapMark assists with information and drafting. It does not replace legal counsel, accountants, broker-dealers, investment bankers or registered investment advisers.

CapMark is an AI-powered chat interface for Issuer Hub that guides issuers through the process of creating tokenized securities offerings. It helps collect information, prepare offering documents and complete the required steps within Issuer Hub, simplifying and accelerating the offering creation process.

Yes. CapMark supports the preparation of tokenized securities offerings involving equity, debt, fund interests and other types of securities—any security type supported by Issuer Hub. Its AI-powered chat interface guides issuers through the offering creation process in Issuer Hub.

CapMark protects issuer information through access controls and security measures. Information submitted through CapMark may be processed by third-party AI service providers, as described in OnchainTA’s Privacy Policy.

No. AI may help organize facts and identify issues, but the issuer and its advisers must determine the legal requirements and approve the final documents.

No. CapMark is evolving, and features are introduced in stages. OnchainTA can confirm which tools are currently available.