Build your next SPV & Fund today

10,000+ investors and fund managers build, onboard and close funds on Allocations - the fastest and most advanced fund platform in the world

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Simple, transparent and fast fund formation

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SPV

A Special Purpose Vehicle
(SPV) is a structure used to pool capital to invest in a single asset

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Fund

A Fund is a structure used to pool capital to invest in multiple assets over a period of time

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RegCF (Waitlist)

A Regulation Crowdfunding offering (Reg CF) allows you to raise up to $5m p.a. in capital from the public for a private company

Simple, yet powerful fund admin

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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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Compliance

Stay compliant with an exempt reporting advisor product

Regulatory filings

Submit Reg D to FINRA / SEC for each private fund and complete Blue Sky Filings

Accounting & tax

Calculation of management fees, carry fees, distributions  and filing K1s

Distributions

Distribute capital after liquidity events to LPs

Start your next fund today

All-in-one fund admin

We bring together everything that’s required to build SPVs & Funds. Allocations products enable investment into startups, hedge funds, real estate and everything in between.We also help fund managers stay compliant, charge fees, complete annual taxes, make regulatory filings and much more.

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Monitor LP onboarding

Track LP progress from viewed to signed to wired in real-time from the fund manager dashboard.

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Real-time updates
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Detailed tracking
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Track 506c compliance

Transparent setup process

Know the exact progress of your fund setup from start to finish

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Transparent setup
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Real-time updates
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Detailed tracking
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Designed for all private investments

Startups

Investments into early to late stage private companies

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Funds

Investments into Funds

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Real Estate

Investments into Real Estate

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Hear what our amazing customers say

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"Excited to be a part of the revolution @AllocationsInc"

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Jai Malik
GP at Countdown Capital
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"GenZ/Y are also collaborating on a massive scale. Coordinating our investment decisions and using our communities for deal sourcing and diligence are becoming commonplace. It is exciting to be a part of this revolution! @AllocationsInc"

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Ryan Kriser
GP at Helios Capital