07/09/2026
Building a more powerful Allocations
This quarter, we shipped significant updates across the platform — making it easier to understand investments, manage transactions, and operate at scale.
Valuations
A clearer view of every deal.
Company valuations, purchased shares, price per share, and key multiples are now available together in one unified table.
Open Valuation
Units
Ownership, made more flexible.
Deal ownership is now tracked as units, creating the foundation for secondary transactions, faster settlement, and one-click trading.
Athena Support
Support, built in-house.
Our new internal support platform replaces Intercom and brings together tags, team views, mentions, snoozing, AI-assisted replies, and a complete email workflow.
Brokerage in production
Our Alpaca brokerage integration is now live.
The integration completed technical approval in just 20 minutes — the fastest sign-off in Alpaca's history — and is now powering brokerage functionality within the Allocations ecosystem.
Fund Overview & Financials
From documents to insights.
Fund statements can now be extracted directly from PDFs and transformed into NAV charts, performance metrics, and Schedule of Investments data. Built-in approval workflows make financial document management more seamless.
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