Flowspring

Flowspring

ISS MI
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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.

About

Accelerate AUM growth with our cutting-edge competitive intelligence. Whether you're launching new products, enhancing your marketing strategy, optimizing product pricing, or developing your distribution tactics, Flowspring has you covered. Our actionable analytics are designed to support your toughest decisions. If you think you're just competing with funds within your category, you're missing a lot. Flowspring identifies your competitors as the funds that you are winning or losing the most assets from, this can include funds outside your category entirely. Furthermore, the magnitude with which you compete with other firms can be staggeringly uneven, leading to excellent opportunities to focus your efforts on individual fund-to-fund comparisons your investors are making. Products and investor preferences for those products are constantly changing. Flowspring's factor model of fund flows can disentangle the effects of fees, investment performance, category preferences, etc.

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

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

Audience

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

Audience

Asset managers and companies interested in a solution to enhance their marketing strategies

Support

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

Support

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

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

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

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

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

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

Training

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

Training

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

Company Information

Allocations
Founded: 2019
United States
www.allocations.com

Company Information

ISS MI
Founded: 2017
United States
www.flowspring.com

Alternatives

Alternatives

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TNR Solution

TNR Solution

SS&C Technologies

Categories

Fund Accounting Supported

Categories

Financial Research Supported

Integrations

No info available.

Integrations

No info available.
Claim Allocations and update features and information
Claim Allocations and update features and information
Claim Flowspring and update features and information
Claim Flowspring and update features and information