90% faster compliance review
AI agent for Blue Sky Filing Agents
Know exactly which states require filings
Delegate the complex task of Blue Sky compliance analysis to a specialized AI agent. It reviews your investor list, analyzes state-specific securities regulations, determines applicable exemptions, and generates a complete filing requirement matrix for your private placement offering.

Ideal for
Fund Administrators
Securities Counsel
Compliance Teams

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Series B Blue Sky Analysis
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Time comparison
Time comparison
Traditional way
8-12 hours
With V7 Go agents
15-20 minutes
Average time saved
90%
Why V7 Go
Why V7 Go
Automated Jurisdiction Analysis
Analyzes investor residency data to determine which state securities regulators have jurisdiction over your offering, accounting for both primary residence and business entity domicile.
Automated Jurisdiction Analysis
Analyzes investor residency data to determine which state securities regulators have jurisdiction over your offering, accounting for both primary residence and business entity domicile.
Automated Jurisdiction Analysis
Analyzes investor residency data to determine which state securities regulators have jurisdiction over your offering, accounting for both primary residence and business entity domicile.
Automated Jurisdiction Analysis
Analyzes investor residency data to determine which state securities regulators have jurisdiction over your offering, accounting for both primary residence and business entity domicile.
Exemption Qualification Assessment
Evaluates whether your offering qualifies for federal exemptions like Rule 506(b) or 506(c), and determines which states honor these exemptions versus requiring additional state-level filings.
Exemption Qualification Assessment
Evaluates whether your offering qualifies for federal exemptions like Rule 506(b) or 506(c), and determines which states honor these exemptions versus requiring additional state-level filings.
Exemption Qualification Assessment
Evaluates whether your offering qualifies for federal exemptions like Rule 506(b) or 506(c), and determines which states honor these exemptions versus requiring additional state-level filings.
Exemption Qualification Assessment
Evaluates whether your offering qualifies for federal exemptions like Rule 506(b) or 506(c), and determines which states honor these exemptions versus requiring additional state-level filings.
State-Specific Requirement Mapping
Cross-references current Blue Sky regulations for each applicable state, identifying notice filing requirements, consent to service of process, filing fees, and submission deadlines.
State-Specific Requirement Mapping
Cross-references current Blue Sky regulations for each applicable state, identifying notice filing requirements, consent to service of process, filing fees, and submission deadlines.
State-Specific Requirement Mapping
Cross-references current Blue Sky regulations for each applicable state, identifying notice filing requirements, consent to service of process, filing fees, and submission deadlines.
State-Specific Requirement Mapping
Cross-references current Blue Sky regulations for each applicable state, identifying notice filing requirements, consent to service of process, filing fees, and submission deadlines.
Investor Threshold Monitoring
Tracks investor counts per state to flag when you approach thresholds that trigger additional filing obligations or disqualify certain exemptions in specific jurisdictions.
Investor Threshold Monitoring
Tracks investor counts per state to flag when you approach thresholds that trigger additional filing obligations or disqualify certain exemptions in specific jurisdictions.
Investor Threshold Monitoring
Tracks investor counts per state to flag when you approach thresholds that trigger additional filing obligations or disqualify certain exemptions in specific jurisdictions.
Investor Threshold Monitoring
Tracks investor counts per state to flag when you approach thresholds that trigger additional filing obligations or disqualify certain exemptions in specific jurisdictions.
Regulatory Update Integration
Connects to your firm's Knowledge Hub containing current state securities regulations, ensuring filing determinations reflect the latest rule changes and regulatory guidance.
Regulatory Update Integration
Connects to your firm's Knowledge Hub containing current state securities regulations, ensuring filing determinations reflect the latest rule changes and regulatory guidance.
Regulatory Update Integration
Connects to your firm's Knowledge Hub containing current state securities regulations, ensuring filing determinations reflect the latest rule changes and regulatory guidance.
Regulatory Update Integration
Connects to your firm's Knowledge Hub containing current state securities regulations, ensuring filing determinations reflect the latest rule changes and regulatory guidance.
Complete Filing Checklist Generation
Produces a comprehensive, state-by-state filing checklist with specific form numbers, fee amounts, required documents, and submission instructions for your compliance team.
Complete Filing Checklist Generation
Produces a comprehensive, state-by-state filing checklist with specific form numbers, fee amounts, required documents, and submission instructions for your compliance team.
Complete Filing Checklist Generation
Produces a comprehensive, state-by-state filing checklist with specific form numbers, fee amounts, required documents, and submission instructions for your compliance team.
Complete Filing Checklist Generation
Produces a comprehensive, state-by-state filing checklist with specific form numbers, fee amounts, required documents, and submission instructions for your compliance team.
Analyzes investor data and regulatory requirements
To generate a complete state filing matrix.
Get started
Get started



Import your files
Salesforce
,
Microsoft Excel
,
Google Sheets
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
Customer voices
Customer voices
Connect AI to state securities regulations.
Connect AI to state securities regulations.
Turn complex compliance research into instant filing clarity.
Turn complex compliance research into instant filing clarity.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Customer Voices
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Features
Features
Results you can actually trust.
Reliable AI document processing toolkit.
Results you can trust.
Trustworthy AI document processing toolkit.
Supporting complex documents.
Up to 200 pages.
Investor lists come in many formats, from simple spreadsheets to complex subscription documents with embedded entity structures. This agent handles all formats, extracting residency data from subscription agreements, investor questionnaires, and capital commitment schedules regardless of layout.
Input types
50+ languages
Complex Entities
200 pages
Multi-modal
Document types
PDFs
Spreadsheets
Complex Tables
Forms
Subscription Docs
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.
Up to 200 pages.
Investor lists come in many formats, from simple spreadsheets to complex subscription documents with embedded entity structures. This agent handles all formats, extracting residency data from subscription agreements, investor questionnaires, and capital commitment schedules regardless of layout.
Input types
50+ languages
Complex Entities
200 pages
Multi-modal
Document types
PDFs
Spreadsheets
Complex Tables
Forms
Subscription Docs
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.
Up to 200 pages.
Investor lists come in many formats, from simple spreadsheets to complex subscription documents with embedded entity structures. This agent handles all formats, extracting residency data from subscription agreements, investor questionnaires, and capital commitment schedules regardless of layout.
Input types
50+ languages
Complex Entities
200 pages
Multi-modal
Document types
PDFs
Spreadsheets
Complex Tables
Forms
Subscription Docs
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Reach 99% accuracy rate
through GenAI reasoning.
Blue Sky compliance demands precision. The agent uses multi-step reasoning to correctly interpret state residency rules, entity domicile requirements, and exemption criteria. It cross-references investor data against current regulations to ensure accurate filing determinations.
Model providers

Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
Blue Sky compliance demands precision. The agent uses multi-step reasoning to correctly interpret state residency rules, entity domicile requirements, and exemption criteria. It cross-references investor data against current regulations to ensure accurate filing determinations.
Model providers

Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
Blue Sky compliance demands precision. The agent uses multi-step reasoning to correctly interpret state residency rules, entity domicile requirements, and exemption criteria. It cross-references investor data against current regulations to ensure accurate filing determinations.
Model providers

Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Trustworthy results,
grounded in reality.
Every filing requirement determination is linked back to the specific state regulation and investor data that triggered it. This creates a complete audit trail showing exactly why each state requires a filing, which exemption applies, and what documentation is needed.

Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance

02
01
01
02
Trustworthy results,
grounded in reality.
Every filing requirement determination is linked back to the specific state regulation and investor data that triggered it. This creates a complete audit trail showing exactly why each state requires a filing, which exemption applies, and what documentation is needed.

Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance

02
01
01
02
Trustworthy results,
grounded in reality.
Every filing requirement determination is linked back to the specific state regulation and investor data that triggered it. This creates a complete audit trail showing exactly why each state requires a filing, which exemption applies, and what documentation is needed.

Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance

02
01
01
02
Enterprise grade security
for high-stake industries.
Investor lists contain highly sensitive personal and financial information. V7 Go processes all data within your secure environment, ensuring investor privacy and regulatory compliance. Your investor data is never used for external purposes or model training.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Investor lists contain highly sensitive personal and financial information. V7 Go processes all data within your secure environment, ensuring investor privacy and regulatory compliance. Your investor data is never used for external purposes or model training.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Investor lists contain highly sensitive personal and financial information. V7 Go processes all data within your secure environment, ensuring investor privacy and regulatory compliance. Your investor data is never used for external purposes or model training.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
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Answers
Answers
What you need to know about our
AI agent for Blue Sky Filing Agents
How does the agent stay current with changing state regulations?
The agent connects to a V7 Go Knowledge Hub that your compliance team maintains with current state securities regulations. When a state updates its Blue Sky laws or filing procedures, you update the relevant documents in the Hub, and the agent immediately incorporates these changes into future analyses.
+
How does the agent stay current with changing state regulations?
The agent connects to a V7 Go Knowledge Hub that your compliance team maintains with current state securities regulations. When a state updates its Blue Sky laws or filing procedures, you update the relevant documents in the Hub, and the agent immediately incorporates these changes into future analyses.
+
How does the agent stay current with changing state regulations?
The agent connects to a V7 Go Knowledge Hub that your compliance team maintains with current state securities regulations. When a state updates its Blue Sky laws or filing procedures, you update the relevant documents in the Hub, and the agent immediately incorporates these changes into future analyses.
+
Can it handle complex entity structures and indirect ownership?
Yes. The agent analyzes ownership structures to determine the true residency of beneficial owners, not just the domicile of holding entities. This ensures accurate jurisdiction determination for investments made through LLCs, trusts, or other pass-through structures.
+
Can it handle complex entity structures and indirect ownership?
Yes. The agent analyzes ownership structures to determine the true residency of beneficial owners, not just the domicile of holding entities. This ensures accurate jurisdiction determination for investments made through LLCs, trusts, or other pass-through structures.
+
Can it handle complex entity structures and indirect ownership?
Yes. The agent analyzes ownership structures to determine the true residency of beneficial owners, not just the domicile of holding entities. This ensures accurate jurisdiction determination for investments made through LLCs, trusts, or other pass-through structures.
+
What if our offering uses multiple federal exemptions?
The agent evaluates each exemption separately and determines state-level implications for each. For example, it will identify which states require notice filings for Rule 506(b) offerings but not for Regulation A+ offerings, helping you optimize your exemption strategy.
+
What if our offering uses multiple federal exemptions?
The agent evaluates each exemption separately and determines state-level implications for each. For example, it will identify which states require notice filings for Rule 506(b) offerings but not for Regulation A+ offerings, helping you optimize your exemption strategy.
+
What if our offering uses multiple federal exemptions?
The agent evaluates each exemption separately and determines state-level implications for each. For example, it will identify which states require notice filings for Rule 506(b) offerings but not for Regulation A+ offerings, helping you optimize your exemption strategy.
+
Does it account for state-specific investor limits?
Absolutely. The agent tracks state-specific investor count thresholds that can trigger additional requirements. For instance, it flags when you approach the 10-investor limit in certain states that would disqualify specific exemptions or require full registration.
+
Does it account for state-specific investor limits?
Absolutely. The agent tracks state-specific investor count thresholds that can trigger additional requirements. For instance, it flags when you approach the 10-investor limit in certain states that would disqualify specific exemptions or require full registration.
+
Does it account for state-specific investor limits?
Absolutely. The agent tracks state-specific investor count thresholds that can trigger additional requirements. For instance, it flags when you approach the 10-investor limit in certain states that would disqualify specific exemptions or require full registration.
+
How does it handle multi-state investors or entities?
The agent applies a principal place of business test for entities and analyzes both primary and secondary residences for individuals. It flags ambiguous cases where multiple states might claim jurisdiction, allowing your counsel to make the final determination.
+
How does it handle multi-state investors or entities?
The agent applies a principal place of business test for entities and analyzes both primary and secondary residences for individuals. It flags ambiguous cases where multiple states might claim jurisdiction, allowing your counsel to make the final determination.
+
How does it handle multi-state investors or entities?
The agent applies a principal place of business test for entities and analyzes both primary and secondary residences for individuals. It flags ambiguous cases where multiple states might claim jurisdiction, allowing your counsel to make the final determination.
+
What is the final output format?
The agent delivers a structured Excel spreadsheet with a state-by-state breakdown showing filing requirements, applicable exemptions, required forms, fees, deadlines, and any special conditions. This can be directly used by your compliance team or outside counsel.
+
What is the final output format?
The agent delivers a structured Excel spreadsheet with a state-by-state breakdown showing filing requirements, applicable exemptions, required forms, fees, deadlines, and any special conditions. This can be directly used by your compliance team or outside counsel.
+
What is the final output format?
The agent delivers a structured Excel spreadsheet with a state-by-state breakdown showing filing requirements, applicable exemptions, required forms, fees, deadlines, and any special conditions. This can be directly used by your compliance team or outside counsel.
+
Next steps
Next steps
Tired of manually researching Blue Sky requirements for every offering?
Send us a sample investor list and offering structure. We'll show you exactly which states require filings and what forms you need to submit.
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
