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SPV today

The fastest and most advanced SPV platform in the world.

Standard SPV at a glance

Onboarding features

Invite investors

Instant invest

Deal page

Deal tracker

Investor KYC

Setup features

Entity formation

Bank account setup

EIN setup

Bank version of SPV docs

Compliance check

Reg D filing

Investment documents

Post-close features

Capital account statements

K-1 filing

Accounting

See what Allocations customers have to say about us

“As a fund manager, the happiness of my LPs is of paramount importance. Using Allocations, my LPs can now co-invest in startups with me through a simple click of a button. The platform's clean user experience and 24/7 responsive customer support allow me to serve my LPs with immense speed, convenience, and transparency.”
Jai Malik
Countdown Capital
“Allocations has helped me put together many time sensitive SPVs and has done so with remarkable service and attention to detail. They are constantly iterating on their product and I'm excited to see how they continue to evolve and improve their offerings.”
Jordan Wan
CoFound Partners
“…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 over the next few years.”
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 Sethi
Prithvi Ventures

View SPV Pricing

FAQs

Does Allocations provide assistance with the process of registering an Exempt Reporting Adviser?

Allocations does not assist with this process of registering your own ERA, however we are happy to provide this as a service for $2,000 one time fee.

Can I do multiple distributions in an SPV and not in a Fund?

While only one final distribution is included in the setup cost of the SPV, we can do extra distributions at the client's discretion, with an additional fee.

Can investors in an SPV sell their shares to other investors?

Investors will be generally able to sell their SPV membership interest, conditional on the manager approving that transaction. Please note the manager will be responsible for checking that they are complying with all securities regulations at the time of sale (certain securities may have a lockup period or other transfer restrictions).

How are K-1s issued?

K-1s are issued on an annual basis to investors within a SPV or Fund. Fund managers will also be issued a K-1 if they have invested, or if they have carry in the deal.

• The K-1 form gets filed (with the business return), and so the individual K-1 form is only to be used to input information into your personal return.
• It does not get attached and filed with a personal return.
• We encourage you to deliver the K-1 to your CPA so that they can record the information.

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