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We provide you with an automated, white-labeled, self-governing, all-in-one SPV engine to affordably run deals your way.
Use your brand and URL to present your SPV engine to your network.
Automate and direct your SPV set-up, onboarding, closing, and administration.
Promote, organize, fund, and manage multiple types of SPVs all in one place.
Over 20 years of experience makes Sally the most knowledgeable automated self-governing SPV platform. We know what it takes to successfully run SPVs. From legal, tax, and accounting to compliance, banking, and admin, Sally streamlines each step of the process.
Sally can be your all-in-one platform with the flexibility to support various SPV structures, including single-asset, multi-asset, and multi-close.
Our micro-services let you use one or all of the modules based on your needs. Sally’s APIs meet you where you are by allowing you to pass data between systems.
Up to 50 Investors
Up to 3 Closes
Entity Creation
Registered Agent
EIN
Money Movement Account
ACH and Wire
Documents
Flexible Economic Terms
QP and QC
Invite investors
US and Non US Investors
Tax Documents including W-8 BEN E
506(b) Accreditation Verification
506(c) Accreditation Verification
KYC/AML Checks
Impersonate
Side Letters
Auto-reconciliation
Document Regeneration
Refund
Edit and Increase Investment
Deal Closing
Beneficiaries
Permission Based Access
Assets
Purchase Agreement Checklist
Ops Panel
Multiple Closes
Multiple Assets