Build SPVs and Funds instantly.

Scale your fund to $100m+ AUM with Allocation’s next generation AI powered fund administration platform. Designed for speed and efficiency.

Webflow Logo - Finantech X Webflow Template

Everything you need to run your fund. Automated workflows with AI.  No spreadsheets required.

Simple dashboard. Intuitive to use.

Effortlessly manage your fund's administration all in one end-to-end platform. Our AI-powered system is designed for speed and efficiency, so you can focus on growing your fund and achieving your goals.

Investor Profiles

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Raise Funds Instantly

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Manage Returns

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Analyze Metrics

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Turbocharged setup

Entity Formation
Legal Document Generation
Bank Account Setup
Investor Onboarding

Scalable services

Scalable tax preparation, compliance and migration services. Migrate to Allocations effortlessly with our easy-to-use migration tool. Our team of experts will guide you through the process, ensuring a seamless transition to our platform.

$1bn+

Assets Transacted

1,400+

Total Private Funds

20,000+

Total Investors

2019

Year Founded

Core Products

Basic Plan - Finantech X Webflow Template

Migrations

Starting at

$1,499
/year

Annual Subscription

Data Migration
Simple Tax Preparation
Fund Administration
Fund Manager Dashboard
Investor Dashboard
Investor Records

Funds

Starting at

$19,500
/year

Annual Subscription

30 Investments Included
18 Month Raising Period
36 Month Investing Period
Annual Financial Statements
Unlimited Closes
Final Distribution Included

What our clients say about us.

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
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