🇺🇸 Allocations offices will be closed Tuesday July 4th for the holiday. Offices will reopen Wednesday July 5th.

🚀 Click here for an update on 2022 Taxes

Build SPVs and Funds instantly.

Scale your fund to $100m+ AUM with Allocation’s next generation AI powered fund administration platform. Designed for speed and efficiency.

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Everything you need to run your fund. Automated workflows with AI. No spreadsheets required.

2022 Tax Update

Allocations is working on ~20,000 K-1 returns for 2022 tax year.
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The team is making daily progress and have implemented a database and tax system that will significantly improve tax delivery times in the future.
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It is industry standard to extend tax returns for private funds to 15 September 2023.
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The team recognizes that investors want returns ASAP and we are doing everything in our power to improve tax delivery times going forward.
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Allocations apologizes for any inconvenience.

Simple dashboard. Intuitive to use.

Effortlessly manage your fund's administration all in one end-to-end platform. Our AI-powered system is designed for speed and efficiency, so you can focus on growing your fund and achieving your goals.

Fast setup

Turbo charge entity formation, legal document template generation, bank account setup and investor onboarding!

Scalable 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.
$1bn+
Assets transacted
1,400+
Total Private Funds
20,000+
Total Investors
2019
Year Founded

Migrations

Starting at
$1,499/year
Annual subscription
SCHEDULE DEMO
  • Data Migration
  • Simple Tax Preparation
  • Fund Administration
  • Fund Manager Dashboard
  • Investor Dashboard
  • Investor Records

SPVs

Starting at
$3,500
Setup cost
SCHEDULE DEMO
  • Series of Entity Included
  • Bank Account
  • Legal Document Templates
  • Investor Onboarding
  • Regulatory Filings
  • Tax Preparation
  • Distribution Included

Funds

Starting at
$19,500/year
Annual subscription
SCHEDULE DEMO
  • 30 Investments Included
  • 18 Month Raising Period
  • 36 Month Investing Period
  • Annual Financial Statements
  • Unlimited Closes
  • Final Distribution Included
Try our pricing calculator
To see a full list of Allocations Fees, please click here

Case Studies

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

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

Prithvi Ventures

Helios Capital is proudly powered by @AllocationsInc! Kachow Lightning McQueen! As my daughter would say.

Ryan

Helios Capital

Launch SPVs & Funds instantly.
Scale to $100m+ AUM.

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© Allocations Inc | Terms and Conditions | Privacy Policy
Allocations secondary market is operated through Allocations Securities, LLC dba AllocationsX, member FINRA/SIPC. To check this firm on BrokerCheck, click on the following link: https://brokercheck.finra.org/firm/summary/317750. The main FINRA website can be accessed through this link: https://www.finra.org/#/. Allocations Securities, LLC is a wholly owned subsidiary of Allocations, Inc.

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