Allocations vs Carta for SPVs and fund administration
Allocations and Carta both offer SPV and fund administration. Allocations publishes its prices (Standard SPV $9,950 one-time, Fund $19,500 per year) with 0% platform carry. Carta's fund administration is sold alongside its equity management products, and its fund admin pricing is quoted by sales rather than published.
Feature-by-feature comparison
| Factor | Allocations | Carta (from carta.com public pages) |
|---|---|---|
| Core focus | SPV formation and fund administration | Equity management for companies, plus fund management products for VC, PE and private credit funds |
| Fund admin pricing | Fund $19,500/year, published on /fees | Not published; demo / contact sales |
| SPV pricing | Standard $9,950 one-time; Premium $19,500 one-time | Not published as a full rate card; see our Carta pricing insight |
| Platform carry | 0% | Not stated on Carta's fund admin page |
| Fund formation | Delaware 3(c)(1)/3(c)(7); Cayman, BVI, Seychelles | Fund formation offered; Carta states closings and capital calls 'in six weeks' |
| Service model | Dedicated fund accountant for every fund; audit support | Not compared here |
| Fund tax / K-1s | K-1 preparation available as an add-on | Fund Tax (Form 1065, K-1s) offered as an add-on service |
| LP onboarding | KYC, accreditation and e-signature in one flow | LP portal; KYC/AML services listed as an add-on |
| Secondaries | AllocationsX, operated by Allocations Securities, LLC, member FINRA/SIPC | Not compared here |
| Best for | Emerging and growing GPs and syndicate leads who want published fees and SPVs plus funds on one platform | Firms already standardized on Carta for company equity who want one vendor |
When Allocations is the better fit
- You want to see the price before a sales call
- You want 0% platform carry
- You run SPVs and a fund and want both on one platform
- You need non-VC assets such as real estate, crypto or secondaries in a Premium SPV or fund
When Carta may be the better fit
- Your portfolio companies or your firm already run equity management on Carta
- You want PE or private credit fund admin from the same vendor
- You prefer a bundled suite with add-ons quoted together
Allocations published fees
| Plan | Price | Scope |
|---|---|---|
| Standard SPV | $9,950 one-time | Up to 35 investors, 1 close, 1 VC asset, 5 year term |
| Premium SPV | $19,500 one-time | Up to 50 investors, multiple closes (1 included), any asset type |
| Fund | $19,500/year | Up to 249 VC or 99 non-VC investors, unlimited closes, 30 assets |
| Platform carry | 0% | Managers keep their carry |
Extras: +$100 per additional investor, $2,000 per extra close, $2,500 per tranched capital call. Blue sky filing fees pass through at cost. K-1 preparation is available as an add-on. Full schedule on /fees.
Want the pricing deep-dive?
Carta SPV pricing and the long-form comparison live on our insights:
Frequently asked questions
Is Allocations cheaper than Carta?
Allocations publishes its prices: Standard SPV $9,950 one-time, Premium SPV $19,500 one-time, Fund $19,500 per year. Carta does not publish fund admin pricing, so a direct comparison needs a Carta quote.
Can I migrate from Carta to Allocations?
Yes. Allocations offers SPV migration from $1,950/year and fund migration at $19,950, including historical records and LP data.
Does Allocations take platform carry?
No. Platform carry is 0%.
Where do these Carta facts come from?
From Carta's public fund administration and pricing pages as of October 2026. Verify current terms with Carta.
Compare a real quote against published pricing
Book a demoCarta information is taken from carta.com/fund-management/fund-administration and carta.com/pricing as of October 19, 2026 and may change. Verify with Carta. Carta is a trademark of its owner; no affiliation implied.
Allocations secondary market is operated through Allocations Securities, LLC dba AllocationsX, member FINRA/SIPC. Check this firm on FINRA BrokerCheck. Allocations Securities, LLC is a wholly owned subsidiary of Allocations, Inc.
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