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.
Manage and track investors as they onboard into your fund.
Manage payouts to investors over time.
One platform, everything you need to manage private funds
Setup your fund structure and bank account
Onboard your investors with end to end e-signature
Run liquidity tenders to sell private fund interests
Cap Table Management
Manage your private fund’s equity interests
File Reg D with FINRA / SEC for each private fund
Automate annual K1 filings
Automate calculation of management fees, carry and distributions
Stay compliant with our exempt reporting advisor product
Distribute capital after liquidity events to LPs
Get started in a few minutes
Set up an entity
Build your documents
Close your fund 20% faster
Discover how private funds can be built for both speed and compliance
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