CommonSubDoc

CommonSubDoc

Formidium
Allocations CommonSubDoc

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Allocations:

About

Allocations is a cloud platform for general partners, syndicate leads, emerging fund managers and private investment firms to form and operate special purpose vehicles (SPVs) and private funds. It brings entity formation, banking setup, document generation, investor onboarding, compliance workflows and fund administration into a shared workspace. Managers can prepare operating agreements and subscription documents, collect KYC and accreditation information, track commitments and capital calls, maintain fund accounting and capital account records, process distributions, and provide investors access to fund documents and tax reporting. The product also offers administration services, including a dedicated fund accountant for fund plans and optional tax preparation. Allocations supports venture and other private asset strategies, with SPV and fund structures and options for cross-border vehicles.
CommonSubDoc:

About

Discover the Future of Fund Management and Investor Relations with CommonSubDoc. Our purpose-built, easy-to-use, cloud-based SaaS platform with CRM capabilities is the ultimate solution for fund managers, investment managers, and fund administrators. Why Choose Us? Experience: With years of experience in the financial industry, we understand the unique challenges faced by fund managers and investors. Innovation: We continuously invest in technology to bring you the latest features and ensure you stay ahead in a dynamic market. Security: Your data and investments are our top priority. Our platform employs robust security measures to keep your information safe. Customer Support: Our dedicated support team is available to assist you every step of the way, ensuring a smooth and satisfying user experience.
Allocations:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
CommonSubDoc:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Allocations:

Audience

GPs, syndicate leads, family offices, emerging fund managers.
CommonSubDoc:

Audience

Fund Managers, Fund Administrators and Investment Managers
Allocations:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
CommonSubDoc:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Allocations:

API

Offers API Supported
CommonSubDoc:

API

Offers API Supported
Allocations:

Screenshots and Videos

CommonSubDoc:

Screenshots and Videos

Allocations:

Pricing

$9,950 one-time
Standard SPV: $9,950 one-time for up to 35 investors, one close, one VC asset, and a five-year term. Fund plan: $19,500 per year; K-1 preparation is an add-on. Additional fees may apply for extra investors, closes, asset types, and services.
Free Version Not Supported
Free Trial Not Supported
CommonSubDoc:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Allocations:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
CommonSubDoc:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Allocations:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
CommonSubDoc:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
Allocations:

Company Information

Allocations
Founded: 2019
United States
www.allocations.com
CommonSubDoc:

Company Information

Formidium
Founded: 2016
United States
www.commonsubdoc.com
Allocations:

Alternatives

CommonSubDoc:

Alternatives

Allocations:
CommonSubDoc:
InvestorPortaLPro

InvestorPortaLPro

Investor Portal Pro
Allocations:
CommonSubDoc:
Allocations:
TNR Solution

TNR Solution

SS&C Technologies
CommonSubDoc:
Allocations:
CommonSubDoc:
Allocations:

Categories

Fund Accounting Supported
CommonSubDoc:

Categories

Finance Supported
Investor Relations Supported
CommonSubDoc:

Investor Relations Features

Automated Reporting Not Supported
Compliance Management Supported
Custom Emails / Newsletters Supported
Data Centralization Supported
Deal & Acquisition Management Not Supported
Document Creation Not Supported
Document Management Not Supported
Electronic Signature Supported
Investor CRM Supported
Investor Transactions / Valuations Not Supported
IR Website Builder Not Supported
Allocations:

Integrations

Seamless Not Supported
CommonSubDoc:

Integrations

Seamless Supported
Allocations:
Claim Allocations and update features and information
Claim Allocations and update features and information
CommonSubDoc:
Claim CommonSubDoc and update features and information
Claim CommonSubDoc and update features and information