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Take Sally for a test drive in just five minutes.

You can take the Sally fund module for a test drive in less than five minutes. If you like what you see, we can set up your own out-of-the-box SPV platform in less than 24 hours with your branding applied to it. Advanced customization takes one two to weeks depending on the options you select. Once you’re set up, every SPV thereafter is ready to fund within minutes.

Resources

Help yourself

We have dozens of explainer videos that show you how to use the Sally platform. Our video library includes an overview, how-tos, and SPV educational topics. You can binge watch them all on our Resources page.

We’re here to help

Still have some questions?

Sally is all about making SPVs as simple as possible. If you’ve checked out our video library and still have a question or two, we’re here to help.

Do your own test drive

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