Designed for long-term operation
Allocations is built to run active SPVs and funds over multiple years, including follow-on vehicles and future fund vintages.
Maintain continuity for investors
Investor access, ownership economics, and historical records remain intact during and after migration.
Centralize fund operations
Investor records, documents, reporting, and workflows live in one system rather than across tools and providers.
Scale without rebuilding
Once migrated, new SPVs or funds can be launched on the same infrastructure without starting from scratch.
AngelList
Carta
Sydecar
Other SPV or Fund Platforms
Entity & Legal
SPV or fund structure
Governing documents
Amendments and side letters
Investors
LP records
Capital commitments
Ownership allocations
Financials
Capital contributions
Distributions
Historical transactions
Operations
Reporting history
Ongoing workflows
Bank or wallet coordination (where applicable)
No unnecessary legal resets
No forced liquidity events
Records are preserved
Investors don't lose access to their information
Ownership economics remain the same
1
Review of the current structure, data, and constraints.
2
Records and documents are migrated, verified, and prepared on Allocations.
3
Scope, timeline, and any required investor communication are defined up front.
4
The vehicle begins operating on Allocations with ownership economics and historical records preserved.
Check out our cost structure below. If you have any questions, feel free to contact us at sales@allocations.com
Allocations gives you institutional-gradeoperations from day one.
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