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Sally is the only all-in-one automated SPV platform for launching and administering structured vehicles. We provide you with a white-labeled self-governing SPV engine to affordably run deals your way.
To Sally is to venture forth in order to do something difficult. We are a team of engineers, lawyers, and SPV experts driven by a goal to bring a go-to platform for launching and administering structured vehicles to the investing ecosystem.
Sally’s creators have built legal and regulatory tech, managed funds, launched law firms, invested into private assets, and created innovative administrative services for over a quarter of a century. Sally makes the SPV process exponentially faster, more cost-effective and more intuitive.
Years of experience and expertise make Sally the most knowledgeable automated SPV platform. Sally knows 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 forth.
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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