Build your next
SPV today
The fastest and most advanced SPV platform in the world.
HOW IT WORKS
SPVs step by step
Submit deal on build
Provide key details about the deal you are launching on Allocations.
Streamlined formation
We will take you through all of the required legal formalities: from entity formation, bank account setup to Reg D filing.
Invite investors
Onboard investors with ease. Keep track of commitments and wires.
Deploy capital
Sit back after capital has been employed. Allocations takes care of all post-close formalities, from collecting management fees, K1-filings to distribution.
Submit deal on build
Provide key details about the deal you are launching on Allocations.
Streamlined formation
We will take you through all of the required legal formalities: from entity formation, bank account setup to Reg D filing.
A technology-first approach to SPV infrastructure
Seamless experience
Streamlined end-to-end digital process unburdens fund managers. Allocations swiftly guides you through the required administrative steps.
Raise Capital Quickly
Get investors to finish line faster. Never miss out on deals with fast closing deadlines.
Earn Management Fees
Collect your management fees once or annually.
Earn Carry
Custom-charge Carry per investor via side letters.
Instant SPV setup
Set up your SPV with ease and let your investors enjoy a frictionless investing experience.
Track Progress
Real-time transaction and performance visibility, at each stage, through custom dashboard.
All-in-one Platform
Everything you need to manage SPVs into startups, crypto and real estate on one platform.
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
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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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