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Related Products
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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.
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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.
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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
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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
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Allocations:
Audience
GPs, syndicate leads, family offices, emerging fund managers.
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CommonSubDoc:
Audience
Fund Managers, Fund Administrators and Investment Managers
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Allocations:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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CommonSubDoc:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Allocations:
API
Offers API
Supported
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CommonSubDoc:
API
Offers API
Supported
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Allocations:
Screenshots and Videos |
CommonSubDoc:
Screenshots and Videos |
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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
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CommonSubDoc:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Allocations:
Reviews/
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CommonSubDoc:
Reviews/
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Allocations:
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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CommonSubDoc:
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Allocations:
Company InformationAllocations
Founded: 2019
United States
www.allocations.com
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CommonSubDoc:
Company InformationFormidium
Founded: 2016
United States
www.commonsubdoc.com
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Allocations:
Alternatives |
CommonSubDoc:
Alternatives |
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Allocations:
Categories |
CommonSubDoc:
Categories |
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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
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Allocations:
Integrations
Seamless
Not Supported
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