Power your fund platform with Allocations API
Power your fund platform with Allocations API
Power your fund platform with Allocations API
Build your fund platform on Allocations infrastructure. Entity formation, investor onboarding, compliance, banking, and tax reporting all available through a single API.
Build your fund platform on Allocations infrastructure. Entity formation, investor onboarding, compliance, banking, and tax reporting all available through a single API.
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import Allocations from '@allocations/sdk';
const client = new Allocations({
apiKey: process.env.ALLOCATIONS_API_KEY
});
// Create a new SPV
const spv = await client.funds.create({
name: "Series A Investment Fund",
type: "spv",
targetAmount: 5000000,
minimumInvestment: 25000,
managementFee: 2.0,
carry: 20
});
console.log(spv.id);$3B+
$3B+
$3B+
Assets Under Administration
Assets Under Administration
30,000+
30,000+
Total Investors
Total Investors
1,800+
1,800+
Total Private Funds
Total Private Funds
150+
150+
Partner Companies
Partner Companies
PLATFORM CAPABILITIES
PLATFORM CAPABILITIES
Everything you need to build a fund platform
Everything you need to build a fund platform
Everything you need to build a fund platform
APIs covering the full fund lifecycle, from entity formation to distributions.
APIs covering the full fund lifecycle, from entity formation to distributions.
APIs covering the full fund lifecycle, from entity formation to distributions.
Fund Formation
Launch SPVs, rolling funds, and syndicates with automated entity creation and compliance.
Launch SPVs, rolling funds, and syndicates with automated entity creation and compliance.
Investor Management
Onboard investors with KYC/AML verification, accreditation checks, and document collection.
Onboard investors with KYC/AML verification, accreditation checks, and document collection.
Document Automation
Generate and e-sign subscription agreements, side letters, and operating agreements.
Generate and e-sign subscription agreements, side letters, and operating agreements.
Real-time Webhooks
Get instant notifications for investments, document signatures, and payment events.
Get instant notifications for investments, document signatures, and payment events.
Capital Calls
Issue capital calls, track payments, and automate wire instructions.
Issue capital calls, track payments, and automate wire instructions.
Compliance
Built-in SEC and state compliance with automated blue sky filings and Form D submissions.
Built-in SEC and state compliance with automated blue sky filings and Form D submissions.
Reporting
Generate K-1s, investor statements, and NAV reports with real-time portfolio tracking.
Generate K-1s, investor statements, and NAV reports with real-time portfolio tracking.
White-label Ready
Fully customizable investor portal and communications with your own branding.
Fully customizable investor portal and communications with your own branding.
WHAT YOU CAN BUILD
WHAT YOU CAN BUILD
Build a fund platform for any asset class
Build a fund platform for any asset class
Build a fund platform for any asset class
A single integration unlocks full fund infrastructure for any asset class your platform supports.
A single integration unlocks full fund infrastructure for any asset class your platform supports.
A single integration unlocks full fund infrastructure for any asset class your platform supports.
Private Jet Platforms
Offer fractional ownership of private aircraft through a structured fund vehicle.
Offer fractional ownership of private aircraft through a structured fund vehicle.
Sports Team Platforms
Structure fan and investor ownership in sports franchises or youth academies.
Structure fan and investor ownership in sports franchises or youth academies.
Bullion Fund Platforms
Pool investor capital into gol, or other precious metal holdings with clean K-1 reporting.
Pool investor capital into gol, or other precious metal holdings with clean K-1 reporting.
Real Estate Platforms
Structure property investments across residential, commercial, or development projects.
Structure property investments across residential, commercial, or development projects.
Violin and Fine Art Platforms
Give collectors and investors access to alternative assets through a compliant investment vehicle.
Give collectors and investors access to alternative assets through a compliant investment vehicle.
Venture Syndicate Platforms
Run a deal-by-deal syndicate with automated investor onboarding and cap table management.
Run a deal-by-deal syndicate with automated investor onboarding and cap table management.
Private Equity Fund Platforms
Raise and deploy capital into buyouts, growth equity, or secondaries with full fund administration built in.
Raise and deploy capital into buyouts, growth equity, or secondaries with full fund administration built in.
Secondary Fund Platforms
Secondary Fund Platforms Structure vehicles to offer investors pre-IPO access to late-stage private companies.
Secondary Fund Platforms Structure vehicles to offer investors pre-IPO access to late-stage private companies.
Ready to build your fund platform?
Ready to build your fund platform?
Talk to our team to scope your integration, get sandbox access, and go live.
Book a demo
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: here. The main FINRA website can be accessed through this link: here. Allocations Securities, LLC is a wholly owned subsidiary of Allocations, Inc.
Copyright © Allocations Inc
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: here. The main FINRA website can be accessed through this link: here. Allocations Securities, LLC is a wholly owned subsidiary of Allocations, Inc.
Copyright © Allocations Inc
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: here. The main FINRA website can be accessed through this link: here. Allocations Securities, LLC is a wholly owned subsidiary of Allocations, Inc.
Copyright © Allocations Inc