News: Allocations announces new round at a $150M valuation after hitting $10M in annualized revenue Read more →
#1 fund administrator — creating SPVs & funds since 2019

Start your next fund in 10 minutes

Allocations automates legal, banking, and investor onboarding — so you can launch SPVs and funds in minutes, not weeks.

dashboard.allocations.com
Allocations Fund Manager Dashboard
$3B+
Assets transacted
30,000+
Clients
1,800+
Private funds
60+
Years of experience
●$3B+ assets transacted
●1,800+ private funds
●30,000+ investors onboarded
●SPVs live in 10 minutes
●Tax & compliance included
●Migration made effortless
●Member FINRA/SIPC (secondaries)
●Since 2019
●$3B+ assets transacted
●1,800+ private funds
●30,000+ investors onboarded
●SPVs live in 10 minutes
●Tax & compliance included
●Migration made effortless
●Member FINRA/SIPC (secondaries)
●Since 2019

Our service

Scale your next fund to $100M+ with end-to-end services

Everything from entity formation to final wire — handled on one platform, with tax preparation, compliance, and effortless migration built in.

1

Deal room creation

Spin up a branded deal room with documents, data, and terms your investors can act on immediately.

2

Entity formation

Delaware entity formation, EIN, and regulatory filings handled automatically at launch.

3

Bank account setup

A dedicated FDIC-insured bank account opened for every SPV and fund — no paperwork.

4

Legal templates

Generate operating agreements, subscription docs, and side letters from vetted templates.

5

Investor onboarding

KYC, accreditation, and e-signature in one flow — investors close from any device.

6

Close and wire

Track commitments, close the deal, and wire to the target — all from one dashboard.

Pricing

Simple, fast & cost-effective

Standard SPV

Perfect for investing in a single startup with a small group of investors

$9,950one-time fee

Additional fees may apply

✓Up to 35 investors included
✓Unlimited raise amount
✓1 closing event
✓1 asset included
✓VC asset types
✓Template documents included
✓Side letters included
✓5-year term
Get started
Most popular

Premium SPV

Invest in unique assets like tokens, real estate, or alternative investments

$19,500one-time fee

Additional fees may apply

✓Up to 50 investors included
✓Unlimited raise amount
✓1 close + 1 additional available
✓1 asset included
✓Any asset types
✓Template documents included
✓Side letters included
✓5-year term
Get started

Fund

Maximum flexibility for sophisticated fund managers

$19,500annual subscription

Additional fees may apply

✓Up to 249 (VC) or 99 (non-VC) investors
✓Unlimited raise amount
✓Unlimited closes
✓30 assets included
✓Any asset types
✓Template documents included
✓Side letters included
Get started

See full fee schedule for details on additional closings, investors, and asset types.

Secondary market

AllocationsX — private markets, unlocked

Buy and sell shares of 300+ pre-IPO companies on our regulated Alternative Trading System, operated by Allocations Securities, LLC — member FINRA/SIPC.

Explore AllocationsX
Anthropic$997.50—
OpenAI$687.68-22%
Stripe$67.61+30%
Databricks$222.05+10%

Reference pricing for information only. Accredited investors only.

Testimonials

Trusted by 30,000+ fund managers

“We've tried almost all the existing platforms, and Allocations was by far the best of the breed. We firmly believe Allocations can become the new standard in fund creation and management.”
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
Prithvi Ventures
“Helios Capital is proudly powered by Allocations. Fast, reliable, and the team is always there when we need them.”
Ryan Kriser
Helios Capital

Accelerate your fund

Launch your next SPV or fund in minutes — with legal, banking, tax, and investor onboarding handled end to end.