Launch a Startup SPV
in 10 minutes
Each Startup SPV is a Delaware LLC, formed, banked and ready for investors. Allocations handles the legal documents, KYC, Reg D filings and K-1s, and the startup sees one line on its cap table.
The simplest way to invest in a startup together
A Startup SPV is a legal entity that pools money from several investors to make one investment in an early-stage company. Where a venture fund invests in many startups over several years, a Startup SPV backs one company, so investors choose exactly which deals they join.
It gives individual investors access to rounds that usually go to large funds. Each SPV is set up as an LLC or LP, with clear governance and investment terms.
From weeks of paperwork to minutes
The traditional route runs a law firm, a CPA and a bank side by side for formation, operating agreements, banking, investor checks and filings. Allocations runs it all as one workflow, so the SPV is live before a competitive round closes.
Six steps from deal to wire
Every step runs in one dashboard. Click a step to see the manager’s view.
Deal room
Entity formation
Bank account
Legal documents
Investor onboarding
Close and wire
allocations.com/deal/northwind-seed · Private invite link
A standalone entity in the name you choose, listed on the startup’s cap table under its own name.
Opened in the entity’s own name at launch. Investor wires land here and appear on the dashboard as they arrive.
Carry, management fees, transfer rules and side letter terms are set in an operating agreement you control.
Investors don’t need an account on another network. Accreditation, KYC, AML, signing and funding happen in one guided flow, on any device.
Capital account statements, Reg D filings, accounting and K-1s all come from the same records. The SPV stays one line on the cap table for the life of the vehicle.
Pool capital to access competitive rounds
Competitive rounds have high minimums and close fast. An SPV lets investors pool their money to meet them.
Access competitive deals
Seed and Series A rounds often require large checks. An SPV combines smaller contributions into one check that meets the founder’s minimum.
A clean cap table
Founders prefer fewer names on their cap table. An SPV brings many investors into one line, keeping governance and admin simple.
A diversified portfolio
SPVs let investors spread smaller amounts across several startups, one deal at a time, alongside or instead of a long-term fund commitment.
Fast execution
Competitive rounds close quickly. An SPV can be formed and funded in time to secure an allocation before the round fills.
Clear ownership
Each investor owns a share of the SPV based on what they put in, and receives that share of the proceeds at exit.
SPV features at a glance
Setup
Onboarding
Close
What your investors see
You send a private invite link. The investor opens it, completes the flow and funds while you watch the dashboard. It takes about 10 to 15 minutes, with no account needed on another network.
Open the link
The deal page shows the terms, documents and data room, and the investor enters an amount.
Verify
Accreditation, KYC and AML checks run inside the flow.
Sign
Subscription documents arrive pre-filled and are signed electronically on any device.
Fund
The investor sends a wire or ACH straight to the SPV’s own bank account, and your dashboard updates as the money arrives.
Track
The investor portal holds the capital account, documents and a digital K-1 each year.
See what Allocations customers have to 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.”
“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.”
“Helios Capital is proudly powered by @AllocationsInc! Kachow Lightning McQueen! As my daughter would say.”
Before you launch
For anything not covered here, book a demo and walk through your deal with the team.
How is a Startup SPV different from a fund?
+An SPV makes one investment in one company and raises money deal by deal, typically over a five-year term. A fund raises commitments upfront, invests across many companies and typically runs for ten years. Managers who invest deal by deal start with SPVs and often move to a fund once their strategy repeats.
How is the entity structured?
+Each SPV is a standalone Delaware LLC in the name you choose, with its own EIN and bank account. The startup sees it as one line on its cap table, and carry, side letters and transfer rules are set in an operating agreement you control.
What can a Startup SPV invest in?
+US startups, through SAFEs, priced equity rounds and convertible notes. Secondaries, tokens, real estate and other assets run on a Premium SPV.
How long does it take to launch and close?
+The SPV launches in about 10 minutes, and each investor takes about 10 to 15 minutes to verify, sign and fund. Most SPVs close in days, depending on how quickly investors complete onboarding.
Can international investors participate?
+Yes. Investors outside the US complete the same KYC and AML flow and fund by international wire. The team flags any country-specific requirements during onboarding.
What happens at exit?
+Proceeds are distributed to investors in proportion to their ownership. Once the position is sold, the SPV can be wound down from the same dashboard.
Who handles tax and compliance filings?
+Allocations. Form D and blue sky filings are made within 15 days of the first investor committing. Each year, Allocations prepares the SPV’s Form 1065, and investors receive digital K-1s and capital account statements in their portal.
Request a demo today
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