Educational Videos

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

How to Work with Sally SPV Document Templates

In this step-by-step tutorial, we walk you through how to use Sally’s SPV document templates to prepare your deal documents efficiently and accurately. You’ll learn how to edit and customize the Operating Agreement, Subscription Agreement, and Private Placement Memorandum (PPM) using Sally’s pre-formatted templates designed specifically for Delaware Series LLCs and LPs. This video explains how to replace key placeholder fields, maintain consistency across all documents, and properly share them with investors. Whether you’re a first-time SPV organizer or a seasoned fund manager, this guide will help you work with your documents faster, reduce legal costs, and stay compliant.

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SPVs = Dating, Venture Fund = Marriage

Dating (SPVs) or Marriage (Venture Funds)? Venture funds are like a long-term relationship: blind pool, capital calls, and commitment. SPVs? They're more like dating—one asset, one decision, low pressure. Build your portfolio deal-by-deal, say yes or no, and invest with clarity. Watch this 1-minute explainer Brought to you by Sally—the SPV platform built from 9,000 deals, designed for your next one.

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How to conduct a background check on your SPV investors

Learn how to quickly and effectively run an OFAC check on your SPV investors using the free U.S. Treasury sanctions search tool. This step-by-step guide walks you through the process, explains why it matters, and shows you how to document your compliance—perfect for SPV organizers and syndicate leads.

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How to obtain an EIN number for your SPV

Step-by-step guide to getting an EIN for your LLC or LP based SPV using the IRS online EIN Assistant. Learn what information you need, how to complete each section of the form, and how to avoid common mistakes—essential for opening a bank account, filing taxes, and staying compliant. - How to Get an EIN for Your SPV (LLC Structure): https://www.sally.co/post/how-to-get-an-ein-for-your-spv-llc-structure - How to Get an EIN for Your SPV (LP Structure): https://www.sally.co/post/how-to-get-an-ein-for-your-spv-lp-structure

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How to Set up your SPV entity

Step-by-step guide to setting up a Delaware SPV (LP, LLC or Master Series). Learn how to check name availability, prepare formation documents, choose a registered agent, file with the Delaware Division of Corporations, and download essential post-formation templates. Perfect for first-time SPV organizers. Blog: https://www.sally.co/post/how-to-set-up-your-spv-entity-a-step-by-step-guide

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