Membership Transfer
Membership transfers made simple
Transfer existing interests between parties with the legal, financial, and compliance workflow handled on-platform.
$3B+
Assets
1,800+
Total Private Funds
30,000+
Clients
2019
Year Founded
How transfers work on Allocations
Secondary transfers
Secondary transactions involve the transfer of existing shares between parties, allowing original holders to realize returns while giving new investors access to more mature private companies.
Documentation included
Template documents and side letters are included with every plan, so transfer paperwork is generated from vetted templates rather than drafted from scratch.
Clean records after transfer
Capital account statements, K-1 filings, and accounting stay accurate through the transfer — investors and managers both see the updated position.
Legals, Financials and Transfers
✓Template documents included
✓Side letters included
✓Capital account statements
✓K-1 filing
✓Accounting
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
Start building private equity products today with Allocations.