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Title
Description
Year
HOW TO CREATE A MULTI-MEMBER ENTITY INVESTOR PROFILE 
A step-by-step guide to setting up an SPV, LLC, or LP investor…
2026
HOW TO CREATE AN INDIVIDUAL INVESTOR PROFILE IN SALLY
How to Create an Individual Investor Profile in Sally Before investing in…
2026
HOW TO CREATE AN SPV INTO AN SPV INVESTOR PROFILE
A step-by-step guide to setting up an SPV, LLC, or LP investor…
2026

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Capital Account Statements Blue Skies Entity Maintenance Distributions

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Ops Panel

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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
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Impersonate
Side Letters
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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
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Unlimited  Invite Investors
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Activate  SPV

Investor  Interest tracking 
Accreditation  Status 
Permission  based access