Evidence ledger · operations map

BlueSky AutoFile

Make Blue Sky Reg D Notice Filing traceable, exception-led, and ready for human release.

Executive Summary Every year roughly 35,000 new Regulation D private offerings are filed with the SEC, representing over $2 trillion in reported capital [S2] .

blueskyautofileblueskyregnotice

Who this is for

A precise operating owner, not a generic audience.

Responsible buyer

Direct-to-issuer is the secondary, higher-margin lane.

Cost of the gap

The Painful Problem Blue Sky notice filing fails quietly.

Outcome

The Outcome We Sell Not software, not a portal, not advice-you-execute.

Decision rule

Proceed only when the source record, service boundary, responsible reviewer, and release criteria can be named before work begins.

Method

The work moves through visible states.

  1. ScopeService Delivery Workflow Secure intake (Form D/EDGAR link + cap table + dates).
  2. CollectAI normalizes and produces the owed-state map with fees and deadlines.
  3. NormalizeLicensed reviewer confirms exemption + where-sold; approves list.
  4. ValidateAI drafts each state filing + consent; deterministic checks run.
  5. ResolveReviewer signs; operator submits via EFD + off-platform portals; pays fees.
  6. ReviewConfirmations captured; client packet + forward calendar delivered.
  7. ReleaseMonitoring engine tracks anniversaries/renewals/material changes; amendments filed on trigger.

Engagement

Buy the reviewed outcome, with boundaries written down.

Competitor & Budget Validation + Pricing Existing budget source: issuers already pay filing agents, transfer agents, and law-firm paralegals; state fees ($0–$2,000+/state, ~$5k–$15k nationwide) are separate pass-throughs [S4] , and EFD adds $150/offering [S5] . Incumbents quote by proposal [S9] , so buyers lack price transparency — an opening for a productized, published price.

Release package

  • The Outcome We Sell Not software, not a portal, not advice-you-execute.
  • We sell: "Your offering is notice-filed correctly in every state you sold in, on time, with a defensible audit trail
  • and it stays that way through every amendment and anniversary, guaranteed, for a fixed price." The customer's interface is a licensed securities professional who reviews and signs; the AI engine is invisible infrastructure.
  • A human-released operating pack with version history and a correction channel.

Proof standard

Operating evidence: No verified cycle-time result is published yet. The first result will be calculated from accepted intake through qualified-human release.

Client evidence: No client identity or case narrative is published. A reference may appear only after written permission and factual review.

Volume evidence: No completed-client count is claimed. Counts will be published only after the delivery ledger and provider records reconcile.

Evidence room

Authority comes from traceable sources, not decorative claims.

Open the full canonical blueprint dossier

  • SEC Reg D OfferingsSource identified in the canonical blueprint; verify currency before client reliance.
  • BlueSkyComply (2024 SEC data)Source identified in the canonical blueprint; verify currency before client reliance.
  • SEC IAC private marketsSource identified in the canonical blueprint; verify currency before client reliance.
  • Acquisition StarsSource identified in the canonical blueprint; verify currency before client reliance.
  • FIN ComplianceSource identified in the canonical blueprint; verify currency before client reliance.
  • ColonialSource identified in the canonical blueprint; verify currency before client reliance.
  • NASAA EFDSource identified in the canonical blueprint; verify currency before client reliance.
  • PPMFastSource identified in the canonical blueprint; verify currency before client reliance.

Service boundary

Automation prepares. A qualified human releases.

BlueSky AutoFile is an operational documentation and processing service operated by Your Deputy, Obuke LLC. It is not a law firm and does not provide legal, tax, medical, financial, or other licensed professional advice. Consumer and personal debt matters are not accepted. The client retains its licensed professionals and decision authority. Automation may organize and check records, but a qualified human must review and release every client deliverable.

  • Unsupported facts remain unresolved, never inferred into a client deliverable.
  • Jurisdiction-specific or licensed questions are routed to the client's professional.
  • Every correction retains the source, reviewer, version, and reason for change.

Questions

Know the limits before intake.

Is this legal or professional advice?

No. This is bounded operational documentation and processing support. Licensed judgment remains with the client and its professionals.

Does automation make the final decision?

No. It can organize records, run declared checks, and prepare an exception queue. A qualified human reviews and releases every deliverable.

Is a client portal or CRM already active?

This public site does not claim an active portal integration. Portal access is provisioned only after the relevant backend is configured and independently verified.

What happens when evidence conflicts?

The item is placed in an exception state with its sources and owner. It is not silently resolved or presented as verified.

Fit diagnostic

Send enough context to scope the next conversation—no sensitive files.

Do not submit protected health information, personal financial data, credentials, or confidential client records through this public page.