#1 Fund Administrator
Infrastructure for fund administration
#1 Fund Administrator
Institutional Capital Allocation
Institutional Capital Allocation
Institutional Capital Allocation
Streamline deployment infrastructure with precision-engineered capital connections. Connect, migrate, and optimize at institutional scale.
Streamline deployment infrastructure with precision-engineered capital connections. Connect, migrate, and optimize at institutional scale.
$3B+
$3B+
$3B+
Assets transacted
1,800+
1,800+
1,800+
Funds launched
30,000+
30,000+
30,000+
Clients
60+
60+
60+
Years of experience
The Challenge of Scale
The Challenge of Scale
The Challenge of Scale
Growing institutions struggle with capital allocation complexity. Manual processes, fragmented systems,
and operational overhead compound at scale.
Growing institutions struggle with capital allocation complexity. Manual processes, fragmented systems, and operational overhead compound at scale.
1
Fragmented Allocation
Capital spread across disconnected systems with no unified view of deployment efficiency.
2
Migration Complexity
Moving infrastructure requires manual coordination and introduces operational risk.
3
Limited Visibility
Lack of real-time metrics on capital utilization and infrastructure performance.
4
Time Overhead
Manual processes consume engineering resources that should focus on growth.
Seamless Migration Path
Seamless Migration Path
Seamless Migration Path
Purpose-built for institutional capital allocation at scale.
Purpose-built for institutional capital allocation at scale.
1
Assessment
Evaluate current allocation infrastructure
Evaluate current allocation infrastructure
2
Planning
Design optimal migration pathway
Design optimal migration pathway
3
Migration
Execute seamless transition
Execute seamless transition
4
Optimization
Fine-tune for peak performance
Fine-tune for peak performance
Enterprise-Grade Features
Enterprise-Grade Features
Enterprise-Grade Features
Purpose-built for institutional capital allocation at scale.
Purpose-built for institutional capital allocation at scale.
Real-Time Monitoring
Real-Time Monitoring
Track capital allocation metrics with millisecond-precision dashboards.
Track capital allocation metrics with millisecond-precision dashboards.
Automated Rebalancing
Automated Rebalancing
Intelligent algorithms maintain optimal allocation across all infrastructure.
Intelligent algorithms maintain optimal allocation across all infrastructure.
Compliance Ready
Compliance Ready
Built-in audit trails and reporting for institutional regulatory requirements.
Built-in audit trails and reporting for institutional regulatory requirements.
API-First Architecture
API-First Architecture
Integrate seamlessly with your existing institutional infrastructure stack.
Integrate seamlessly with your existing institutional infrastructure stack.
Multi-Region Support
Multi-Region Support
Deploy allocations across global regions with unified management.
Deploy allocations across global regions with unified management.
Advanced Analytics
Advanced Analytics
Predictive insights to optimize allocation efficiency and ROI.
Predictive insights to optimize allocation efficiency and ROI.
Feature-by-Feature Comparison
Feature-by-Feature Comparison
Feature-by-Feature Comparison
See how the platforms stack up across key capabilities
See how the platforms stack up across key capabilities
Factor
Legacy Systems
Allocations
Real-Time Monitoring
Factor
Factor
Factor
Control
AngelList-managed
Fund Manager Control
Control
AngelList-managed
Fund Manager Control
Control
AngelList-managed
Fund Manager Control
Automated Rebalancing
Automated Rebalancing
Automated Rebalancing
Multi-Region Support
Multi-Region Support
Multi-Region Support
API Access
API Access
API Access
Compliance Reports
Compliance Reports
Compliance Reports
Custom Workflows
Custom Workflows
Custom Workflows
Accelerate your fund
Accelerate your fund
Accelerate your fund
Accelerate your fund
Mario Moscatiello
Flex Capital
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.
Ryan Kriser
Helios Capital
Helios Capital is proudly powered by @AllocationsInc! Kachow Lightning McQueen! as my daughter would say.
Kunal
Prithvi Ventures
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.
Mario Moscatiello
Flex Capital
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.
Ryan Kriser
Helios Capital
Helios Capital is proudly powered by @AllocationsInc! Kachow Lightning McQueen! as my daughter would say.
Kunal
Prithvi Ventures
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.
Mario Moscatiello
Flex Capital
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.
Ryan Kriser
Helios Capital
Helios Capital is proudly powered by @AllocationsInc! Kachow Lightning McQueen! as my daughter would say.
Kunal
Prithvi Ventures
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.
Mario Moscatiello
Flex Capital
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.
Ryan Kriser
Helios Capital
Helios Capital is proudly powered by @AllocationsInc! Kachow Lightning McQueen! as my daughter would say.
Kunal
Prithvi Ventures
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.
Mario Moscatiello
Flex Capital
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.
Ryan Kriser
Helios Capital
Helios Capital is proudly powered by @AllocationsInc! Kachow Lightning McQueen! as my daughter would say.
Kunal
Prithvi Ventures
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.
Mario Moscatiello
Flex Capital
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.
Ryan Kriser
Helios Capital
Helios Capital is proudly powered by @AllocationsInc! Kachow Lightning McQueen! as my daughter would say.
Kunal
Prithvi Ventures
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.
Mario Moscatiello
Flex Capital
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.
Ryan Kriser
Helios Capital
Helios Capital is proudly powered by @AllocationsInc! Kachow Lightning McQueen! as my daughter would say.
Kunal
Prithvi Ventures
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.
Mario Moscatiello
Flex Capital
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.
Ryan Kriser
Helios Capital
Helios Capital is proudly powered by @AllocationsInc! Kachow Lightning McQueen! as my daughter would say.
Kunal
Prithvi Ventures
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.
Mario Moscatiello
Flex Capital
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.
Ryan Kriser
Helios Capital
Helios Capital is proudly powered by @AllocationsInc! Kachow Lightning McQueen! as my daughter would say.
Kunal
Prithvi Ventures
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.
Mario Moscatiello
Flex Capital
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.
Ryan Kriser
Helios Capital
Helios Capital is proudly powered by @AllocationsInc! Kachow Lightning McQueen! as my daughter would say.
Kunal
Prithvi Ventures
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.
Mario Moscatiello
Flex Capital
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.
Ryan Kriser
Helios Capital
Helios Capital is proudly powered by @AllocationsInc! Kachow Lightning McQueen! as my daughter would say.
Kunal
Prithvi Ventures
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.
Mario Moscatiello
Flex Capital
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.
Ryan Kriser
Helios Capital
Helios Capital is proudly powered by @AllocationsInc! Kachow Lightning McQueen! as my daughter would say.
Kunal
Prithvi Ventures
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.
Mario Moscatiello
Flex Capital
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.
Ryan Kriser
Helios Capital
Helios Capital is proudly powered by @AllocationsInc! Kachow Lightning McQueen! as my daughter would say.
Kunal
Prithvi Ventures
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.
Mario Moscatiello
Flex Capital
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.
Ryan Kriser
Helios Capital
Helios Capital is proudly powered by @AllocationsInc! Kachow Lightning McQueen! as my daughter would say.
Kunal
Prithvi Ventures
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.
Mario Moscatiello
Flex Capital
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.
Ryan Kriser
Helios Capital
Helios Capital is proudly powered by @AllocationsInc! Kachow Lightning McQueen! as my daughter would say.
Kunal
Prithvi Ventures
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.
Mario Moscatiello
Flex Capital
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.
Ryan Kriser
Helios Capital
Helios Capital is proudly powered by @AllocationsInc! Kachow Lightning McQueen! as my daughter would say.
Kunal
Prithvi Ventures
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.
Helios Capital is proudly powered by @AllocationsInc! Kachow Lightning McQueen! as my daughter would say.
Ryan Kriser
Helios Capital
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 Kriser
Helios Capital
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 Kriser
Helios Capital
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 Kriser
Helios Capital
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 Kriser
Helios Capital
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 Kriser
Helios Capital
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 Kriser
Helios Capital
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 Kriser
Helios Capital
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
Starting with Allocations is simple, fast & cost effective
Starting with Allocations is simple, fast & cost effective
Starting with Allocations is simple, fast & cost effective
Standard SPV
Perfect for investing in a single startup with a small group of investors
$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
Premium SPV
MOST POPULAR
Invest in unique assets like tokens, real estate, or alternative investments
$19,500
One-time fee
(Additional fees may apply see below)
Up to 50 investors included
Unlimited raise amount
1 close + 1 additional available
1 asset included
Any asset types
Template documents included
Side letters included
5 year term
Fund
Maximum flexibility for sophisticated fund managers
$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
Standard SPV
Perfect for investing in a single startup with a small group of investors
$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
Fund
Maximum flexibility for sophisticated fund managers
$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
Premium SPV
MOST POPULAR
Invest in unique assets like tokens, real estate, or alternative investments
$19,500
One-time fee
(Additional fees may apply see below)
Up to 50 investors included
Unlimited raise amount
1 close + 1 additional available
1 asset included
Any asset types
Template documents included
Side letters included
5 year term
Frequently Asked Questions
Frequently Asked Questions
Frequently Asked Questions
How long does implementation take?
What compliance certifications do you maintain?
Can you integrate with our existing systems?
What happens if there our syste issues?
How is pricing determined?
Do you offer white-label solutions?
Ready to Transform Your Capital Allocation?
Ready to Transform Your Capital Allocation?
Ready to Transform Your Capital Allocation?
Join institutional leaders optimizing their deployment infrastructure with Allocations.
Join institutional leaders optimizing their deployment infrastructure with Allocations.
Join institutional leaders optimizing their deployment infrastructure with Allocations.
SOCIAL MEDIA
Allocations secondary market is operated through Allocations Securities, LLC dba AllocationsX, member FINRA/SIPC. To check this firm on BrokerCheck, click on the following link: here. The main FINRA website can be accessed through this link: here. Allocations Securities, LLC is a wholly owned subsidiary of Allocations, Inc.
Copyright © Allocations Inc
SOCIAL MEDIA
Allocations secondary market is operated through Allocations Securities, LLC dba AllocationsX, member FINRA/SIPC. To check this firm on BrokerCheck, click on the following link: here. The main FINRA website can be accessed through this link: here. Allocations Securities, LLC is a wholly owned subsidiary of Allocations, Inc.
Copyright © Allocations Inc
SOCIAL MEDIA
Allocations secondary market is operated through Allocations Securities, LLC dba AllocationsX, member FINRA/SIPC. To check this firm on BrokerCheck, click on the following link: here. The main FINRA website can be accessed through this link: here. Allocations Securities, LLC is a wholly owned subsidiary of Allocations, Inc.
Copyright © Allocations Inc