Audience
GPs, syndicate leads, family offices, emerging fund managers.
About Allocations
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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Pricing
Starting Price:
$9,950 one-time
Pricing Details:
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.
Integrations
API:
Yes, Allocations offers API access
No integrations listed.
Company Information
Allocations
Founded: 2019
United States
www.allocations.com
Videos and Screen Captures
Fund manager dashboard with deal pipeline, investor totals, and investment table.
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Product Details
Platforms Supported
Cloud
Support
Online
