Products

Features

Company

Resources

Closes

Run closes without the back-office drag

Start your next
fund in 10 minutes

From a single closing event to unlimited closes, Allocations handles commitments, filings, and statements in one workflow.

$3B+

Assets transacted

30,000+

Clients

1,800+

Private funds

60+

Years of experience

Closes

Run closes without the back-office drag

From a single closing event to unlimited closes, Allocations handles commitments, filings, and statements in one workflow.

$3B+

Assets transacted

30,000+

Clients

1,800+

Private funds

60+

Years of experience

Closing options by structure

Closing options by structure

Every Allocations structure includes closing support — pick the plan that matches how often you close.

Standard SPV

1 closing event included — built for investing in a US based startup with a defined group of investors.

Premium SPV

Multiple closes supported, with 1 closing included in the base price — for crypto, secondaries, real estate, and other alternative assets.

Fund

Unlimited closes — invest in multiple VC assets from a pooled fund structure with rolling closings.

What's handled at close

What's handled at close

Reg D filings

Accounting

Track commitments from one dashboard

Capital account statements

Close deal and wire

K-1 filing

See what Allocations customers have to say about us

See what Allocations customers have to say about us

“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 Moscatiello

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

Request a demo today

Request a demo today

Start building private equity products today with Allocations.

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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