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How-to Videos

Below you will find how-to videos that explain how to use Sally to achieve your goals.

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Home
Products
Pricing
Getting Started
Resources
About Us

Home
Products
Pricing
Getting Started
Resources
About Us

Share Features

Upload Document
Bulk Uploader
Legacy Share

Portal
Tagging
Permission based access

Search and Sort
Download All

Manage Features

Capital Account Statements Blue Skies Entity Maintenance Distributions

Cap Table
Finalizing Checklist
Membership Transfers
Permission based access

Form ID
Tax Package
Membership Sales
Ops Panel

Fund Features

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

Promote

Unlimited Opportunity Creation
NDA
Kanban Board

Unlimited Invite Investors
Discussion Board
Activate SPV

Investor Interest tracking
Accreditation Status
Permission based access