Agile Legal supports funds with legal solutions that simplify securities compliance, reduce risks and foster growth. Whether you need help navigating securities regulations, preparing offering documents or managing compliance for employee benefit plans, our fund services team can provide tailored solutions designed to meet your specific needs.
We prioritize clarity, compliance and operational efficiency so you can focus on maximizing value for your investors while we handle your regulatory and compliance requirements.
Fund Services
Employee Benefit Plans
Provide comprehensive compliance with securities regulations for employee benefit plans under state Blue Sky compliance - Rule 701 and Rule 4(a)(2) and other applicable guidelines.
Regulation A, Tier 2
Simplify regulatory compliance and filings for Reg A, Tier 2 offerings.
Regulation D
Navigate the complexities of private securities offerings with expert support for Reg D financings.
Additional Securities Services
Streamline fund compliance, including state BlueSky and SEC compliance, offering memorandums, subscription agreements, AML/KYC,bad-actor disqualifications and more.
Fund Services Team
Meet Agile Legal’s Fund Services Team: experts committed to navigating fund regulations, streamlining compliance and preserving your fund’s success.
