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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
1,800+
Total Private Funds
30,000+
Clients
2019
Year Founded

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

Reg D filings
Capital account statements
K-1 filing
Accounting
Close deal and wire
Track commitments from one dashboard

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
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
Kunal
Prithvi Ventures
Helios Capital is proudly powered by @AllocationsInc! Kachow Lightning McQueen! As my daughter would say.
Ryan
Ryan
Helios Capital

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.

Copyright © Allocations Inc

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.

Copyright © Allocations Inc

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.

Copyright © Allocations Inc