Getting StartedCan a 501(c)(3) investor participate in deals on Allocations platform? Do I need to be a Registered Investment Adviser to launch SPVs and Funds with Allocations? Do all Fund Managers need to have an Investment Advisor? How do I add my personal information to my Allocations profile? How do I know when my investors have signed and wired? See moreMy Account & LoginHow do I add my personal information to my Allocations profile? Is there a way for a Fund Manager to configure SPV-specific access? Where can I find details of my past investments? Document & TaxesAs a non-US investor, will my investment into an SPV be subject to US tax? Does Allocations handle Delaware franchise taxes for SPVs? Does Allocations provide a template pro-rata rights agreement for convertible notes and SAFEs that Allocations investors can use? Does Allocations support Side Letters for Limited Partners in an SPV? How are K-1s issued? How do I reduce my carry for certain investors? What if my K-1 isn’t ready before the deadline for filing my taxes? Fees & BillingHow much should I set aside for yearly fees? What do you offer with your ERA service? What is the procedure for processing management fees, and can I recycle my management fees back into the fund? When is the set up fee due for SPVs? How is it billed? PreviousGeneral QuestionsCan investors in an SPV sell their shares to other investors? What advantages does Allocations have over competitors? What is a Special Purpose Vehicle (SPV)? What is included in the Adviser-as-a-Service product? Why do Fund Managers choose Allocations?
