
11 - 50 employees
💼 Consulting
🛡️ Insurance
⚖️ Legal
Consulting • Insurance • Legal
Agile Legal is a provider of alternative legal services and support solutions for small and mid-sized businesses, funds, and law firms. The company helps these entities manage legal priorities and projects effectively, providing on-demand legal support to alleviate capacity limitations and reduce high costs associated with traditional legal and paralegal work. Agile Legal is not a law firm and does not offer legal advice but focuses on legal project management and support to assist clients in meeting their strategic goals and safeguarding their success. Their team comprises licensed attorneys and paralegals who provide tailored legal support across a range of corporate legal services, ensuring efficient project completion and client satisfaction.
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11 - 50 employees
💼 Consulting
🛡️ Insurance
⚖️ Legal
Consulting • Insurance • Legal
Agile Legal is a provider of alternative legal services and support solutions for small and mid-sized businesses, funds, and law firms. The company helps these entities manage legal priorities and projects effectively, providing on-demand legal support to alleviate capacity limitations and reduce high costs associated with traditional legal and paralegal work. Agile Legal is not a law firm and does not offer legal advice but focuses on legal project management and support to assist clients in meeting their strategic goals and safeguarding their success. Their team comprises licensed attorneys and paralegals who provide tailored legal support across a range of corporate legal services, ensuring efficient project completion and client satisfaction.
• Review private fund sales reports and employee stock option plans, identify applicable exemptions, prepare Blue Sky charts, and prepare and file Blue Sky notice filings • Prepare Blue Sky charts with exemptions and initial and renewal filing requirements • Prepare Blue Sky notice filings for all 50 states, including California and New York requirements, using the EFD filing system • Calculate fees and prepare electronic and paper Blue Sky notice filings for Regulation A Tier 2 offerings • Prepare and manage Blue Sky filings, including Form D, Rule 506 exemptions, Reg D, and Reg A compliance • Conduct detailed state-level Blue Sky research and assist with filings across multiple jurisdictions • Maintain knowledge of Blue Sky laws, SEC EDGAR filing requirements, and NASAA EFD processes • Monitor deadlines, renewals, and state-specific compliance obligations • Maintain and track offering documentation, including PPMs, subscription agreements, and investor information • Ensure filings, procedures, and communications meet company and client compliance standards • Protect client confidentiality and follow firm-approved operational policies • Collaborate with team members and client stakeholders to complete filings and projects on time • Perform additional related duties as assigned
• Specialized experience in Blue Sky and securities law, particularly with private funds and Reg D filings • Familiarity with state securities regulators, EDGAR, and NASAA EFD systems • Demonstrated success working in a law firm or compliance-focused environment • Experience using multiple case management or compliance platforms preferred • Proven ability to delegate work and monitor assigned tasks • Strong organizational and project management skills, with ability to manage multiple workflows simultaneously • Excellent attention to detail and proactive problem-solving approach • Strong client communication and customer service skills via phone, email, and written correspondence • Comfort researching state-specific rules, exemptions, and filing processes • Proficiency in Microsoft Office Suite, Adobe Acrobat Pro, and case management software • Experience with compliance tracking platforms, fund administration tools, or similar systems • Ability to work independently and collaboratively with attorneys, clients, and team members • Ability to meet deadlines in a fast-paced, deadline-driven environment
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