Sally is not a back office with a login. The platform does formation, onboarding, filings, money movement, taxes and reporting. You also get a named account rep — an SPV expert — with a mobile number and an email. Call or text. You do not wait on a shared inbox.
Not to get the work done. Formation, onboarding, filings, and reporting already run in the product. You call to steer Sally through the deal — and to get an answer on the structure, document, or compliance question that just came up.
Structure, document edits, deal economics, investor questions and flow, taxes, filings, closes. Judgment, not data entry.
Where to invite, how to regenerate a document, how to impersonate an investor and fix the file. A guide, not a ticket queue.
Not a rotating support alias. The same rep, with the context of your vehicle, when you want a human.
A large administration team is the competitor model. Sally does not staff one, because the modules do the work.
No team running your cap table in email. No “complete back‑office administration” billed as labor.
Formation, KYC, filings, banking, side letters, and reporting run in the product. The expert does not retype them.
Your investors see your brand. Sally does not market to your LPs. The rep is yours for the account, not a lead source.
Sally combines software automation with direct access to SPV expertise.
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
