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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  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
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Series B Blue Sky Analysis

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    Foobar logo
    ABL logo
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    Mercedes-Benz logo
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    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
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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

Logo
Logo
Logo

Import your files

Salesforce

,

Microsoft Excel

,

Google Sheets

Import your files from whereever they are currently stored

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

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: