Allocations
Allocations is an automated platform for setting up and managing SPVs and funds, covering entity formation, banking, legal, and investor onboarding.
Open productWhat it does
About Allocations
Founded in 2019, Allocations is an automated investment platform that simplifies setting up and operating SPVs and fund structures. The system automatically handles initial entity formation, EIN acquisition, and regulatory filings. For ongoing management, it provides branded deal rooms for sharing documents and terms, along with an integrated onboarding flow that completes KYC checks, investor accreditation, and e-signatures across devices. Furthermore, the platform accommodates investment setups across diverse asset classes, including private equity secondaries, real estate, crypto, and public markets, and operates an Alternative Trading System called AllocationsX for trading pre-IPO shares.
- Availability:
- launched
- Access:
- paid
- Format:
- software
Pricing at launch: Allocations charges a one-time fee of $9,950 for its Standard SPV plan to invest in US startups, and an annual subscription of $19,500 for its Fund plan to manage multiple VC assets.
Core capabilities
Automated Entity Formation & Filings
Automates legal entity creation, EIN retrieval, and required regulatory filings at launch.
Unified Investor Onboarding
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