Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Welcome to our resource page where you’ll find helpful videos about all things Sally. Below you will find dozens of videos that explain how to use Sally to achieve your goals. We’ve organized them into three main sections: overview, tips and tricks, SPV education and more.
The Sally demo video provides a high-level overview, explains key features, and shows you how to use the system. See how to get started, onboard investors, close your SPV, etc.
Our how-to videos provide ‘Did You Know’ insights, tips, and tricks to help you get the most out of your personalized SPV platform.
These SPV educational videos define the core elements of structured vehicles and private asset investing, including the anatomy of an SPV, documents, structures, post-close, taxes, and exits
Welcome to the Sally Blog — home of our All Things SPVs education series, world-class fund document templates, and the SPV Dictionary. Whether you’re using Sally or not, we break down the nuts and bolts of launching and managing SPVs, so you can do it right.
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