Educational Videos

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

What is an SPV

What is an SPV (Special Purpose Vehicle)? A Special Purpose Vehicle (SPV) is a legal entity used to pool capital from multiple investors into a single investment — commonly used in venture capital, angel investing, and private markets. SPVs make it possible to streamline ownership, reduce cap table complexity, and manage deal-by-deal investments with greater control. But while the concept is simple, the administration of an SPV is not. KYC/AML, investor onboarding, Blue Sky filings, compliance tracking, capital calls, and distributions can quickly turn into a mess of spreadsheets, emails, and manual tasks. That’s where Sally comes in. Sally is the leading SPV software platform built to fully automate SPV setup, administration, and compliance. With Sally, organizers can create white-labeled SPVs, onboard investors digitally, handle money movement, auto-file state securities, manage IRA investors, generate tax documents, and more — all in one place. Whether you're a syndicator, angel group, family office, or VC firm, Sally simplifies the entire SPV lifecycle. Watch this quick video to learn the fundamentals of SPVs — and discover why Sally is the trusted platform to run your next deal.

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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

In this quick video, we break down the difference: VC Funds = Blind pool investing, long-term commitment (10-15 years), and capital calls. SPVs = Flexible, transparent, one-asset-at-a-time investing with lower fees and lower minimums. SPVs are like dating—casual, flexible, and low pressure. VC funds are like marriage—a major, long-term commitment. Whether you’re an angel investor, syndicate lead, family office, or VC analyst, understanding SPVs is essential. 💡 Sally is the only all-in-one SPV software that automates SPV administration, helps organizers run deals their way, and delivers a seamless investor experience. Run your SPVs with confidence at www.Sally.co Brought to you by Sally—the SPV platform built from 9,000 deals, designed for your next one.

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How to Run an OFAC Check for SPV Investors | SPV Admin & Compliance Guide

In this episode of All Things SPVs, we walk you through how to perform a free OFAC background check on your SPV investors using the U.S. Treasury’s Sanctions List Search tool. Whether you're running a syndicate, family office, venture firm, or angel group, SPV administration includes a critical compliance step: screening investors to ensure they're not listed on federal sanctions lists. This process is quick, free, and easy to do—but often overlooked. ▶️ In this video, you'll learn: What an OFAC check is and why it matters for SPVs How to use the U.S. Treasury’s Sanctions List Search tool How to adjust sensitivity scores for broader results What to do when there’s a name match Best practices for documenting your diligence As part of proper SPV admin and compliance workflows, OFAC screening helps protect you from regulatory risk and strengthens your diligence process. Sally’s SPV Software automates many aspects of SPV administration—from investor onboarding and KYC/AML to Blue Sky filings, document management, and capital calls.

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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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