#1 Fund Administrator

#1 Fund Administrator

#1 Fund Administrator

Infrastructure for fund administration

Form your SPV or Fund entity in minutes, not weeks.

Form your SPV or Fund entity in minutes, not weeks.

Form your SPV or Fund entity in minutes, not weeks.

Allocations handles the legal entity behind every deal. Choose your structure, pick your entity type, and formation is handled on the platform without attorneys or delays.

Allocations handles the legal entity behind every deal. Choose your structure, pick your entity type, and formation is handled on the platform without attorneys or delays.

Allocations handles the legal entity behind every deal. Choose your structure, pick your entity type, and formation is handled on the platform without attorneys or delays.

Start your funds

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$3B+

Assets transacted

1,800+

Funds launched

30,000+

Clients

60+

Years of experience

Create Entity

ENTITY STRUCTURE
ENTITY TYPE

ENTITY FORMATION

ENTITY FORMATION

End to end entity formation

End to end entity formation

End to end entity formation

Forming an entity for a fund or SPV involves registered name filing, EIN issuance, operating agreement generation, registered agent engagement, and state filings. On Allocations, all of it is handled on the platform as part of the same deal setup flow, without coordinating attorneys, state offices, or third-party services separately.

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

Forming an entity for a fund or SPV involves registered name filing, EIN issuance, operating agreement generation, registered agent engagement, and state filings. On Allocations, all of it is handled on the platform as part of the same deal setup flow, without coordinating attorneys, state offices, or third-party services separately.

HOW IT WORKS

HOW IT WORKS

Four steps from setup to formation

Four steps from setup to formation

Four steps from setup to formation

1

Choose your Organization

Select the organization that will own and manage the entity, or create a new one. The selected organization controls ownership, entity structure, and management permissions.

2

Select your Entity Structure

Choose Standalone for a single, independent SPV, or Master + Series when running multiple series under one master entity.

3

Pick your Entity Type

Choose LLC for SPVs or LP for venture funds. This determines how the entity is structured for tax and governance purposes.

4

Confirm Formation Details

Add the registered name, formation date, state of incorporation, and registered address. Allocations handles the rest.

STRUCTURE

STRUCTURE

Standalone or Master + Series?

Standalone or Master + Series?

1

STANDALONE

An independent entity

An independent entity for a single SPV or one-off deal. Each entity has its own formation documents. The simplest, fastest path for a single investment.

An independent entity for a single SPV or one-off deal. Each entity has its own formation documents. The simplest, fastest path for a single investment.

2

MASTER + SERIES

Series under a master entity

Multiple series under one master entity. Launch new series without forming a new entity each time. Built for managers running more than one deal.

Multiple series under one master entity. Launch new series without forming a new entity each time. Built for managers running more than one deal.

Not sure which fits? Our team will help you structure it correctly during onboarding.

Your plan determines how many closes you get — Standard SPV includes one closing event, Premium SPV adds a second, and Funds include unlimited closes.

Not sure which fits? Our team will help you structure it correctly during onboarding.

ENTITY TYPE

ENTITY TYPE

LLC or LP?

LLC or LP?

Criteria
LLP
LP
Full NameLimited Liability CompanyLimited Partnership
Commonly used forSPVsVenture funds
GovernanceMembership/Manager-ManagedGeneral + Limited Partners
Typical use case.Single-asset SPVs and flexible structuresMulti-asset venture & PE Funds

Allocations supports both — and handles the formation documents for whichever structure your deal requires.

Your plan determines how many closes you get — Standard SPV includes one closing event, Premium SPV adds a second, and Funds include unlimited closes.

Allocations supports both — and handles the formation documents for whichever structure your deal requires.

WHY ALLOCATIONS

WHY ALLOCATIONS

Entity formation built into the deal flow

Entity formation built into the deal flow

Global structuring

Support for domestic US entities and offshore structures for international investors and non-US deals.

Support for domestic US entities and offshore structures for international investors and non-US deals.

Master + Series at scale

Launch your next series without starting from scratch. One master entity, unlimited series.

Launch your next series without starting from scratch. One master entity, unlimited series.

End-to-end formation

Entity creation is part of the same flow as deal setup, banking, legal docs, and investor onboarding.

Entity creation is part of the same flow as deal setup, banking, legal docs, and investor onboarding.

Compliance-ready

Formation details map directly to KYC, tax filings, and legal documentation from day one.

Formation details map directly to KYC, tax filings, and legal documentation from day one.

Frequently Asked Questions

Frequently Asked Questions

What is an entity on Allocations?

Do I need to form the entity before launching a deal?

Should I choose Standalone or Master + Series?

LLC or LP — which should I pick?

Can I form an entity for a non-US deal or investor?

Does Allocations handle the legal formation documents?

Form your entity. Launch your next deal.

Form your entity. Launch your next deal.

Join 30,000+ investors and 1,800+ funds running on Allocations.

Join 30,000+ investors and 1,800+ funds running on Allocations.

Join 30,000+ investors and 1,800+ funds running on Allocations.

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Pricing

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Secondary SPV

Blog

AngelList Venture

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

Terms and Conditions

Privacy Policy

MSA

Pricing

Team

Press

Secondary SPV

Blog

AngelList Venture

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

Terms and Conditions

Privacy Policy

MSA

Pricing

Team

Press

Secondary SPV

Blog

AngelList Venture

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

Terms and Conditions

Privacy Policy

MSA