dashboard.allocations.com
$3B+
Assets transacted
30,000+
Clients
1,800+
Private funds
60+
Years of experience
Our service
1
Deal room creation
Spin up a branded deal room with documents, data, and terms your investors can act on immediately.
2
Entity formation
Entity formation, EIN, and regulatory filings handled automatically at launch.
3
Bank account setup
A dedicated bank account opened for every SPV and fund — no paperwork.
4
Generate legal template
Generate operating agreements, subscription docs, and side letters from vetted templates.
5
Onboard investors
KYC, accreditation, and e-signature in one flow — investors close from any device.
6
Close deal and wire
Track commitments, close the deal, and wire to the target — all from one dashboard.
Pricing
Standard SPV
Invest in a US based startup.
$9,950
One-time fee
(Additional fees may apply see below)
✓
Up to 35 investors included
✓
Unlimited raise amount
✓
1 closing event
✓
1 asset included
✓
VC asset types
✓
Template documents included
✓
Side letters included
✓
5 year term
Get Started
Premium SPV
Invest in unique assets like crypto, secondaries, SPVs or Funds, public markets, real estate or other alternative investments.
$19,500
One-time fee
(Additional fees may apply see below)
✓
Up to 50 investors included
✓
Unlimited raise amount
✓
Multiple closes supported (1 closing included in the base price)
✓
1 asset included
✓
Any asset type
✓
Template documents included
✓
Side letters included
✓
5 year term
Get Started
Fund
Invest in multiple VC assets in a fund structure.
$19,500
Annual subscription
(Additional fees may apply see below)
✓
Up to 249 (VC) or 99 (Non-VC assets)
✓
Unlimited raise amount
✓
Unlimited closes
✓
30 assets included
✓
Any asset types
✓
Template documents included
✓
Side letter included
Get Started
See full fee schedule for details on additional closings, investors, and asset types.
Most popular
Secondary market
Buy and sell shares of 300+ pre-IPO companies on our regulated Alternative Trading System, operated by Allocations Securities, LLC — member FINRA/SIPC.
Explore AllocationsX
Testimonials
“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
Launch your next SPV or fund in minutes — with legal, banking, tax, and investor onboarding handled end to end.