Educational Videos

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

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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