#1 Fund Administrator

Infrastructure for fund administration

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

Allocations handles the legal entity behind every deal — structure, type, formation details, and compliance — so you can go from setup to first close fast. Choose your structure, pick your entity type, and we take care of the formation.

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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

The legal foundation of every deal

The entity defines the legal structure of your SPV or Fund. It captures the official formation details and determines how the deal operates from a legal and compliance perspective — including the registered name, formation date, status, and state of incorporation. Every SPV or Fund on Allocations is built on a properly formed entity, so your investors and your auditors are working from clean, compliant infrastructure from day one.

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

HOW IT WORKS

Create your entity in four steps

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.

Select your Entity Structure

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

Pick your Entity Type

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

Confirm Formation Details

Add the registered name, formation date, status, state of incorporation, and registered address. Save to finalize — Allocations handles the rest.

STRUCTURE

Standalone or Master + Series?

STANDALONE

An independent entity

Best for: single SPVs and one-off deals. Each entity stands on its own with its own formation documents. The simplest, fastest path for a single investment.

MASTER + SERIES

Series under a master entity

Best for: managers running multiple series under one master entity. Spin up new series efficiently without forming a brand-new entity each time — ideal for scaling beyond your first 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

LLC or LP?

Criteria	LLP	LP
Full Name	Limited Liability Company	Limited Partnership
Commonly used for	SPVs	Venture funds
Governance	Membership/Manager-Managed	General + Limited Partners
Typical use case.	Single-asset SPVs and flexible structures	Multi-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

Entity formation, built into the deal flow

End-to-end formation

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

Global structuring

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

Compliance-ready

Formation details map directly to your KYC, tax filings, and legal documentation.

Clean records

Registered name, state of incorporation, and EIN status tracked in one place.

Built to scale

Master + Series structures let you launch your next series without starting from scratch.

Speed to close

Go from entity setup to first close in days, not weeks.

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.

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

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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.

Terms and Conditions

MSA

Pricing

Team

Press

Secondary SPV

Blog

AngelList Venture

SOCIAL MEDIA

Terms and Conditions

MSA

Pricing

Team

Press

Secondary SPV

Blog

AngelList Venture

SOCIAL MEDIA

Terms and Conditions

MSA