Demo Videos

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

Sally Co-Organizer Feature

Collaboration on your terms. With Sally’s Co-Organizer feature, you can give outside partners—such as CEOs, co-investors, or deal finders—just the right level of access to your SPV, without giving away control of your entire platform. Unlike traditional SPV administration solutions, which often lock you out of real control or force you to hand over everything, Sally puts you in charge. Full Co-Organizer – Invite partners to work the deal alongside you: manage documents, invite investors, clear onboarding, and help close. Lite Co-Organizer – Provide view-only access to track investor onboarding and confirm funding progress, with no editing or admin rights. Deal-specific and opportunity-specific: Permissions apply only to the project you choose, never to your whole account. This means you can safely collaborate with a CEO on updating an opportunity page, let a co-investor track investor commitments, or give temporary access to a partner—and remove it instantly when it’s no longer needed. With Sally, collaboration is precise, flexible, and secure. Co-Organizer is one more way Sally’s all-in-one SPV software helps you streamline operations, strengthen relationships, and deliver a professional investor experience—without adding administrative risk. Why it matters for SPV Administration: Control access deal by deal instead of all-or-nothing permissions Improve transparency for partners without increasing risk Enhance efficiency in SPV admin by reducing back-and-forth updates Maintain investor trust with secure, professional collaboration tools Sally is the only all-in-one SPV administration platform designed to give organizers real flexibility, automation, and control.

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How to Invest from Multiple Profiles in the Same SPV Deal | Sally SPV Software

Managing multiple investment profiles shouldn’t be complicated. With Sally’s Invest Again feature, investors can easily commit capital to the same SPV deal using multiple profiles, such as an LLC, Trust, or individual account—all in one streamlined workflow. In this video, we’ll show you step-by-step how an investor can make two separate investments into a single deal, keeping each profile’s documents, funding, and records organized and secure. No confusion, no manual tracking—just clean, automated SPV administration. Sally is the only all-in-one, white-labeled SPV software platform designed for modern dealmakers. Whether you’re a syndicator, venture fund, angel group, or family office, Sally simplifies everything from onboarding investors to closing deals and managing distributions. Watch now to see how Invest Again helps: Simplify complex investor structures Support Trusts, LLCs, and individual accounts Automate signing, funding, and reporting Reduce errors and administrative headaches If you’re ready to modernize your SPV management, Sally is built to help you scale, automate, and stay in control.

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Sally Side Letter / Waiver

Sally automates Side Letters and Carry Waivers—generating legal documents, capturing signatures, and updating cap tables and investor records instantly, all within our all-in-one SPV software platform.

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Sally Custom URL

See how Sally’s White Label Custom URL feature puts your SPV platform under your brand and domain. Give investors a seamless, professional experience—from onboarding to closing—on your own URL.

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Sally Promote Module

Quickly promote, compare and evaluate more deals with more complete information and relevant insights in your Sally account. You can also securely share proprietary data and make due diligence more transparent. Sharing investment opportunities with your network has never been easier. Sally gives you the ability to share new deals, including business plans, founder teams, and pro formas with the click of a button.

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