Introducing our new brand design, same platform, new look

Introducing our new brand design, same platform, new look

Products

Features

Company

Blog

Resources

Start your next fund in 10 minutes

Build and manage SPVs & funds in minutes, not weeks. Allocations automates legal, banking, and investor onboarding — trusted by top VCs and syndicates.

dashboard.allocations.com
Allocations Fund Manager Dashboard
$3B+
Assets transacted
30,000+
Clients
1,800+
Private funds
60+
Years of experience
$3B+ assets transacted
1,800+ private funds
30,000+ investors onboarded
SPVs live in 10 minutes
Tax & compliance included
Migration made effortless
Member FINRA/SIPC (secondaries)
Since 2019
$3B+ assets transacted
1,800+ private funds
30,000+ investors onboarded
SPVs live in 10 minutes
Tax & compliance included
Migration made effortless
Member FINRA/SIPC (secondaries)
Since 2019

Our service

Scale your next fund to $100m+ with end to end services

Scalable tax preparation, compliance and migration services. Migrate to Allocations effortlessly with our easy-to-use migration tool. Our team of experts will guide you through the process, ensuring a seamless transition to our platform.

1

Deal room creation

Spin up a branded deal room with documents, data, and terms your investors can act on immediately.

2

Entity formation

Entity formation, EIN, and regulatory filings handled automatically at launch.

3

Bank account setup

A dedicated bank account opened for every SPV and fund — no paperwork.

4

Generate legal template

Generate operating agreements, subscription docs, and side letters from vetted templates.

5

Onboard investors

KYC, accreditation, and e-signature in one flow — investors close from any device.

6

Close deal and wire

Track commitments, close the deal, and wire to the target — all from one dashboard.

Pricing

Starting with Allocations is simple, fast & cost effective

Standard SPV

Invest in a US based startup.

$9,950One-time fee

(Additional fees may apply see below)

Up to 35 investors included
Unlimited raise amount
1 closing event
1 asset included
VC asset types
Template documents included
Side letters included
5 year term
Get Started
Most popular

Premium SPV

Invest in unique assets like crypto, secondaries, SPVs or Funds, public markets, real estate or other alternative investments.

$19,500One-time fee

(Additional fees may apply see below)

Up to 50 investors included
Unlimited raise amount
Multiple closes supported (1 closing included in the base price)
1 asset included
Any asset type
Template documents included
Side letters included
5 year term
Get Started

Fund

Invest in multiple VC assets in a fund structure.

$19,500Annual subscription

(Additional fees may apply see below)

Up to 249 (VC) or 99 (Non-VC assets)
Unlimited raise amount
Unlimited closes
30 assets included
Any asset types
Template documents included
Side letter included
Get Started

See full fee schedule for details on additional closings, investors, and asset types.

Secondary market

AllocationsX — private markets, unlocked

Buy and sell shares of 300+ pre-IPO companies on our regulated Alternative Trading System, operated by Allocations Securities, LLC — member FINRA/SIPC.

Explore AllocationsX
Anthropic$997.50
OpenAI$687.68-22%
Stripe$67.61+30%
Databricks$222.05+10%

Reference pricing for information only. Accredited investors only.

Testimonials

Trusted by 30,000+ clients

We were very impressed by how Allocations handled our SPV. We’ve tried almost all the existing platforms, and Allocations was by far the best of the breed. Thank you! We firmly believe that Allocations can become the new standard in fund creation and management.
Mario Moscatiello
Mario Moscatiello
Flex Capital
Thank you team Allocations for making my climate tech dream for the average investor a reality and helping us solo GPs sleep better at night.
Kunal
Kunal
Prithvi Ventures
Helios Capital is proudly powered by @AllocationsInc! Kachow Lightning McQueen! As my daughter would say.
Ryan
Ryan
Helios Capital

Accelerate your fund

Launch your next SPV or fund in minutes — with legal, banking, tax, and investor onboarding handled end to end.

Allocations secondary market is operated through Allocations Securities, LLC dba AllocationsX, member FINRA/SIPC. Check this firm on FINRA BrokerCheck. Allocations Securities, LLC is a wholly owned subsidiary of Allocations, Inc.

Copyright © Allocations Inc

Allocations secondary market is operated through Allocations Securities, LLC dba AllocationsX, member FINRA/SIPC. Check this firm on FINRA BrokerCheck. Allocations Securities, LLC is a wholly owned subsidiary of Allocations, Inc.

Copyright © Allocations Inc

Allocations secondary market is operated through Allocations Securities, LLC dba AllocationsX, member FINRA/SIPC. Check this firm on FINRA BrokerCheck. Allocations Securities, LLC is a wholly owned subsidiary of Allocations, Inc.

Copyright © Allocations Inc