Build your next Fund today
The fastest and most advanced Fund platform in the world.
HOW IT WORKS
Allocation Funds step by step
Submit deal on build
Provide key details about the deal you are launching on Allocations.
Streamlined formation
We will take you through all of the required legal formalities: from entity formation, bank account setup to Reg D filing.
Invite investors
Onboard investors with ease. Keep track of commitments and wires.
Deploy capital
Sit back after capital has been employed. Allocations takes care of all post-close formalities, from collecting management fees, K1-filings to distribution.
Submit deal on build
Provide key details about the deal you are launching on Allocations.
Streamlined formation
We will take you through all of the required legal formalities: from entity formation, bank account setup to Reg D filing.
You invest, we take care of the rest
Seamless experience
Streamlined end-to-end digital process
Raise Capital Quickly
Get investors to the finish line faster
Build easily
Launch your customized fund.
Earn Carry
Custom-charge Carry per investor.
Distributions
Allocations distributes capital to investors after liquidity events.
Track Progress
Real-time transaction and performance visibility, at each stage, through custom dashboard.
All-in-one Platform
Everything you need to manage Traditional Venture Funds in one place.
Funds at a glance
Onboarding features
Invite investors
KYC checks
Fund Dashboard
Funds tracker
Instant Invest
Funds setup
Entity formation
Reg D filings
Blue Sky filings
Compliance services
Fund lifetime features
Accounting and Tax
Annual K1 filings
Capital calls
Fee calculation
Distributions
See what Allocations customers have to say about us
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FAQs
What is a "Reporting Adviser"?
If you are providing investment advice to a "private fund" for a fee, you would have to register as an exempt reporting adviser or as a registered investment adviser. That would probably be the case of many fund managers and syndicate leads.For the fund managers that do not have an ERA or RIA, we offer an "adviser service," which is offered through one of our affiliate entities that is a registered ERA.
Does Allocations provide a template pro-rata rights agreement for convertible notes and SAFEs that Allocations investors can use?
We do not.
Does Allocations provide assistance with the process of registering an Exempt Reporting Adviser?
Allocations does not assist with this process of registering your own ERA, however we are happy to provide this as a service for $2,000 one time fee.
Can I do multiple distributions in an SPV and not in a Fund?
While only one final distribution is included in the setup cost of the SPV, we can do extra distributions at the client's discretion, with an additional fee.
Go deeper with SPVs
and Funds