Build an SPV to acquire a company in minutes
Streamline the process involved in funding your acquisition with Allocations. Effortless LP onboarding. Hassle-free docs and wires.
Raise Capital Fast
We take care of the admin work so you can focus on due diligence and communicating with investors.
Instant SPV Setup for quickly
acquiring startups
Build your deal in 5 minutes
Instant SPV Setup for quickly
acquiring startups
Onboard your LPs and begin raising instantly.
Instant SPV Setup for quickly
acquiring startups
Acquire your desired startup and we’ll handle the docs and wires.
Instant SPV Setup for quickly
acquiring startups
Build your deal in 5 minutes
Invite Investors to a
central hub
Onboard your LPs and begin raising instantly.
Acquire a startup as soon as
you’re ready
Acquire your desired startup and we’ll
handle the docs and wires.
FAQ
What is included in the Allocations SPV?
1. Formation: We set up the SPV entity and bank account
2. Simple SPV documents: We provide simple SPV document templates that we have built internally and leverage industry best practises
3. Compliance: We assist with deal compliance with our exempt reporting advisor product
4. Investor onboarding: We provide investor onboarding with a super fast standardized process
5. Deal closing: We assist with wire to the portfolio companies.
6. Cap table management: We calculate each investor's interest in the private fund and provide them with an easy to use dashboard to manage their interests.
7. Regulatory filings: We submit Reg D to FINRA and Blue Sky State Filings for the fund
8. Accounting & Tax: We assist with calculation of management fees, carry fees and distributions along with annual K1 filings
9. Distribution: We assist with distributing capital to investors in the private fund upon liquidity event
Do I need to be an RIA or ERA to use Allocations?
No. The only requirement is that you and all of your investors are accredited investors.
How do I know if I am considered as an Accredited Investor?
You’re an accredited investor if you meet at least one of these qualifications:
• you have an individual or joint net worth more than $1M
• this excludes the value of your primary residence
• you’ve had $200,000 income in each of the last two (2) years
• you’ve had $300,000 joint income in each of the last two (2) years
• you’re professional certification qualifies you as an accredited investor
• you’re a Director or Executive Officer of the Fund’s General Partner
• you’re a knowledgeable employee of the private fund or its managers
• this includes employees, executive directors, directors, trustees, and advisory board members
• you need to have at least 12 months tenure
If you’re an entity, you must meet at least one of these qualifications:
• each equity owner of your entity is an accredited investor
• your entity has total assets worth more than $5M
• you’re a “family office” with $5M+ assets under management (AUM)
• you’re an Investment Advisor
• you’re an Exempt Investment Adviser
• you’re a private business development company
• you’re an investment company or a business development company
• you’re a Small Business Investment Company