Allocations provides a platform for launching and administering Special Purpose Vehicles (SPVs) and private funds quickly for various asset classes including startups, crypto, and real estate. The service handles entity formation, deal room creation, investor onboarding, and legal documentation generation. This end-to-end administration allows fund managers to scale their operations efficiently with built-in compliance and tax preparation support.
Funding
$9M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
The formation and management of private equity and venture capital funds traditionally involve complex processes, including entity formation, investor onboarding, and compliance, which can be time-consuming and costly. This complexity can limit access to private investment opportunities, particularly for smaller investors or those new to the space.
Solution
Allocations provides a platform designed to streamline the creation and management of private investment funds and SPVs, reducing the time to launch a fund to as little as 10 minutes. The platform offers end-to-end services, including deal room creation, entity formation (Delaware and British Virgin Islands), bank account setup, and the generation of legal document templates. It also simplifies investor onboarding with automated KYC/AML, facilitates deal closing and wire transfers, and provides tools for scalable tax preparation, compliance, and fund administration. By automating these essential processes, Allocations aims to democratize access to private investment opportunities.
Target Audience
Allocations primarily targets fund managers, including solo GPs, and investment firms looking to efficiently create and manage private equity, venture capital, crypto, and real estate funds and SPVs.
Features
- Rapid entity formation in Delaware and British Virgin Islands
- Automated investor onboarding with integrated KYC/AML checks
- Generation of legal document templates
- Deal room creation and management tools
- Bank account setup assistance
- Support for multiple fund closes
- Annual financial statement generation
- Fund manager and investor dashboards
- Data migration tools for seamless transition to the platform
- Scalable tax preparation and compliance services