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You've got questions, we've got answers.

Welcome to our resource page where you’ll find helpful videos about all things Sally. Below you will find dozens of videos that explain how to use Sally to achieve your goals. We’ve organized them into three main sections: overview, tips and tricks, SPV education and more.

How it works

Demo Videos

The Sally demo video provides a high-level overview, explains key features, and shows you how to use the system. See how to get started, onboard investors, close your SPV, etc.

Tips & Tricks

How-To Videos

Our how-to videos provide ‘Did You Know’ insights, tips, and tricks to help you get the most out of your personalized SPV platform.

Learning

SPV Educational Videos

These SPV educational videos define the core elements of structured vehicles and private asset investing, including the anatomy of an SPV, documents, structures, post-close, taxes, and exits

Articles

Visit Our Blog

Welcome to the Sally Blog — home of our All Things SPVs education series, world-class fund document templates, and the SPV Dictionary. Whether you’re using Sally or not, we break down the nuts and bolts of launching and managing SPVs, so you can do it right.

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