End to End

Distribution Management

End to End

Distribution Management

End to End

Distribution Management

Allocations handles the full distribution process on the platform, from account setup to final transfer.

Allocations handles the entire distribution workflow — from calculation to delivery, so your investors get their shares, cash, or crypto without the operational chaos.

Choose Your Distribution Type

Choose Your Distribution Type

Institutional Security &

Compliance First

Cash

Direct wire transfer to investor bank account.

Shares

Equity transferred directly to their brokerage account.

Crypto

On-chain settlement in USDT or USDC.

*Bank and brokerage accounts can be set up directly on the platform. Cash and share distributions can also be combined within the same vehicle.

Every step of the distribution process runs on the platform, from account setup to final transfer.No external coordination, no manual calculations.

THE PLATFORM

THE PLATFORM

Fast and Fully Automated

Fast and Fully Automated

Institutional Security &

Compliance First

Every step of the distribution process runs on the platform, from account setup to final transfer,

with no external coordination or manual calculations required.

Every step of the distribution process runs on the platform, from account setup to final transfer.No external coordination, no manual calculations.

Every step of the distribution process runs on the platform, from account setup to final transfer,

with no external coordination or manual calculations required.

Settlement in 1-2 Days

From account setup to final transfer, distributions are completed within 1 to 2 days, entirely on the platform

Automated Calculations

All calculations are confirmed with you and processed automatically on the platform, from cap table math to per-investor allocations.

Built-in regulatory checklists.

CASH DISTRIBUTIONS

CASH DISTRIBUTIONS

Investors get paid in dollars. No brokerage required.

Investors get paid in dollars. No brokerage required.

For investors who prefer liquidity over equity, Allocations processes cash distributions directly. We calculate each investor's share, handle wire logistics, and confirm receipt — all without leaving the platform.

For investors who prefer liquidity over equity, Allocations processes cash distributions directly. We calculate each investor's share, handle wire logistics, and confirm receipt — all without leaving the platform.

For investors who prefer liquidity over equity, Allocations processes cash distributions directly. We calculate each investor's share, handle wire logistics, and confirm receipt — all without leaving the platform.

Per-investor cash calculation, automated

Wire transfers processed through platform

Confirmation and receipts delivered in-platform

No external coordination with banks or brokers

Cash Distribution Summary

S

Sarah Chen

$45,000.00

Sent

M

Michael Park

$32,500.00

Sent

D

David Miller

$28,750.00

Processing

Share Transfer Status

Investor

Shares

DRS Status

Transfer

Sarah Chen

Sarah Chen

Fidelity

Fidelity

1,250

Verified

Verified

Completed

Completed

Michael Park

Michael Park

Schwab 875

Schwab 875

875

Verified

Verified

Completed

Completed

David Miller

David Miller

E*TRADE

E*TRADE

2,100

Verified

Verified

Completed

Completed

SHARE DISTRIBUTIONS

SHARE DISTRIBUTIONS

Equity in their brokerage. Handled end to end.

Equity in their brokerage. Handled end to end.

When your SPV exits via stock, Allocations manages the full share transfer workflow. Investors submit their brokerage details on-platform, our broker-dealer partner runs due diligence, and shares are transferred directly to their accounts.

When your SPV exits via stock, Allocations manages the full share transfer workflow. Investors submit their brokerage details on-platform, our broker-dealer partner runs due diligence, and shares are transferred directly to their accounts.

When your SPV exits via stock, Allocations manages the full share transfer workflow. Investors submit their brokerage details on-platform, our broker-dealer partner runs due diligence, and shares are transferred directly to their accounts.

DRS statement collection and verification

Broker-dealer due diligence built in

Direct share transfer to investor brokerage

Full audit trail per distribution event

STABLECOIN DISTRIBUTIONS

STABLECOIN DISTRIBUTIONS

On-chain payouts for the crypto-native investor.

On-chain payouts for the crypto-native investor.

Investors who prefer on-chain settlement can receive their distribution in stablecoins. Allocations handles the conversion and transfer natively — no external crypto rails to configure. Fast, verifiable, and borderless.

Investors who prefer on-chain settlement can receive their distribution in stablecoins. Allocations handles the conversion and transfer natively — no external crypto rails to configure. Fast, verifiable, and borderless.

Investors who prefer on-chain settlement can receive their distribution in stablecoins. Allocations handles the conversion and transfer natively — no external crypto rails to configure. Fast, verifiable, and borderless.

Stablecoin payout on investor's preferred network

Conversion handled within the platform workflow

On-chain transaction confirmation for each investor

Ideal for international LPs and crypto-native funds

Crypto Distribution

Wallet Address

Wallet Address

0x7a2b...4f3e

0x7a2b...4f3e

Amount

Amount

45,000.00 USDC

45,000.00 USDC

Network

Network

Ethereum

Ethereum

Status

Status

Confirmed

Transaction Hash

Transaction Hash

0x8f4a...2c1d ↗

0x8f4a...2c1d ↗

Block Confirmation

12 confirmations

THE PROCESS

THE PROCESS

From Exit to Distribution in Five Steps

From Exit to Distribution in Five Steps

From exit to payout, the full process runs on Allocations.

From exit to payout, the full process runs on Allocations.

From exit to payout, the full process runs on Allocations.

1

Account Setup Body

Bank and brokerage accounts can be set up directly on the platform ahead of the distribution.

Bank and brokerage accounts can be set up directly on the platform ahead of the distribution.

2

Confirm Distribution Details Body

Share the distribution terms with the team and we align on per-investor calculations inside the platform.

Share the distribution terms with the team and we align on per-investor calculations inside the platform.

3

Investors Submit Preferences Body

Investors log into the platform, submit their brokerage details, and indicate whether they prefer cash, shares, or stablecoin.

Investors log into the platform, submit their brokerage details, and indicate whether they prefer cash, shares, or stablecoin.

4

Broker Due Diligence Body

Our broker-dealer partner conducts due diligence on the fund manager and SPV, typically completed within 1 day.

Our broker-dealer partner conducts due diligence on the fund manager and SPV, typically completed within 1 day.

5

Transfers Processed Body

Once cleared, share transfers, cash, and stablecoin distributions are all processed and confirmed through the platform.

Once cleared, share transfers, cash, and stablecoin distributions are all processed and confirmed through the platform.

The Full Distribution Stack

in One Place

The Full Distribution Stack

in One Place

Most fund managers coordinate between brokers, lawyers, and spreadsheets to process a distribution. Allocations brings brokerage relationships, investor communication, calculations, and transfer execution into one platform, with no external coordination required.

Most fund managers coordinate between brokers, lawyers, and spreadsheets to process a distribution. Allocations brings brokerage relationships, investor communication, calculations, and transfer execution into one platform, with no external coordination required.

Most fund managers coordinate between brokers, lawyers, and spreadsheets to process a distribution. Allocations brings brokerage relationships, investor communication, calculations, and transfer execution into one platform, with no external coordination required.

Broker-dealer relationship built in

Investor preference collection on-platform

Full audit trail for every distribution

Have a Distribution Coming Up?

Have a Distribution Coming Up?

The team can take you through the full process for your specific deal.

The team can take you through the full process for your specific deal.

The team can take you through the full process for your specific deal.

Book a demo

SOCIAL MEDIA

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

SOCIAL MEDIA

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

SOCIAL MEDIA

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