Manage deals from promotion to distribution
Sally provides everything you need to promote opportunities, fund deals, share documents, manage your funds, and comply with regulations for any kind of deal.
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Organize, fund and manage more private transactions.
Sally lets you spend more time cultivating and strengthening relationships and less time on fund administration dealing with accounting, tax, compliance and legal advisors and processes.
Promote your deal to the right investors and attract the right capital.
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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Share relevant documents and information with investors and meet tax filing obligations.
House all deal-related information in Sally and distribute documents in minutes. You can also streamline founder-investor communication, including tax documents like K-1s, and receive regular CEO updates and usage reports.
Streamline entity maintenance and exits.
Sally helps you streamline entity maintenance and simplify the complexities of managing capital calls, membership transfers, tax changes, distributions and corporate actions.
Now you can acclerate the liquidation process and quickly sunset your SPV as part of a successful IPO or acquistion.
