Set up and manage private funds
Allocations is the easiest place to set up and manage private funds
Trusted by 200+ investors, funds and venture backed companies
Create your next fund today
Build your fund
Choose your desired features: investment strategies, term, fees, capital calls.
Onboard investors
Manage and track investors as they onboard into your fund.
Manage distributions
Manage payouts to investors over time.
One platform, everything you need to manage private funds
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Entity Formation
Setup your fund structure and bank account
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Investor Onboarding
Onboard your investors with end to end e-signature
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Liquidity
Run liquidity tenders to sell private fund interests
Cap Table Management
Manage your private fund’s equity interests
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Regulatory Filings
File Reg D with FINRA / SEC for each private fund
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Tax Filings
Automate annual K1 filings
Accounting
Automate calculation of management fees, carry and distributions
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Compliance
Stay compliant with our exempt reporting advisor product
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Distribution
Distribute capital after liquidity events to LPs
Get started in a few minutes
Set up an entity
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Build your documents
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Onboard Investors
Start Investing
Close your fund 20% faster
Discover how private funds can be built for both speed and compliance
