Introducing our new brand design, same platform, new look
Introducing our new brand design, same platform, new look
Start your next fund in 10 minutes
Build and manage SPVs & funds in minutes, not weeks. Allocations automates legal, banking, and investor onboarding — trusted by top VCs and syndicates.
Our service
Scale your next fund to $100m+ with end to end services
Scalable tax preparation, compliance and migration services. Migrate to Allocations effortlessly with our easy-to-use migration tool. Our team of experts will guide you through the process, ensuring a seamless transition to our platform.
Deal room creation
Spin up a branded deal room with documents, data, and terms your investors can act on immediately.
Entity formation
Entity formation, EIN, and regulatory filings handled automatically at launch.
Bank account setup
A dedicated bank account opened for every SPV and fund — no paperwork.
Generate legal template
Generate operating agreements, subscription docs, and side letters from vetted templates.
Onboard investors
KYC, accreditation, and e-signature in one flow — investors close from any device.
Close deal and wire
Track commitments, close the deal, and wire to the target — all from one dashboard.
Pricing
Starting with Allocations is simple, fast & cost effective
Standard SPV
Invest in a US based startup.
(Additional fees may apply see below)
Premium SPV
Invest in unique assets like crypto, secondaries, SPVs or Funds, public markets, real estate or other alternative investments.
(Additional fees may apply see below)
Fund
Invest in multiple VC assets in a fund structure.
(Additional fees may apply see below)
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 AllocationsXReference pricing for information only. Accredited investors only.
Testimonials
Trusted by 30,000+ clients
“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.”
Accelerate your fund
Launch your next SPV or fund in minutes — with legal, banking, tax, and investor onboarding handled end to end.
Allocations secondary market is operated through Allocations Securities, LLC dba AllocationsX, member FINRA/SIPC. Check this firm on FINRA BrokerCheck. Allocations Securities, LLC is a wholly owned subsidiary of Allocations, Inc.
Copyright © Allocations Inc
Allocations secondary market is operated through Allocations Securities, LLC dba AllocationsX, member FINRA/SIPC. Check this firm on FINRA BrokerCheck. Allocations Securities, LLC is a wholly owned subsidiary of Allocations, Inc.
Copyright © Allocations Inc
Allocations secondary market is operated through Allocations Securities, LLC dba AllocationsX, member FINRA/SIPC. Check this firm on FINRA BrokerCheck. Allocations Securities, LLC is a wholly owned subsidiary of Allocations, Inc.
Copyright © Allocations Inc
Introducing our new brand design, same platform, new look
Start your next fund in 10 minutes
Build and manage SPVs & funds in minutes, not weeks. Allocations automates legal, banking, and investor onboarding — trusted by top VCs and syndicates.
dashboard.allocations.com
$3B+
Assets transacted
30,000+
Clients
1,800+
Private funds
60+
Years of experience
Our service
Scale your next fund to $100m+ with end to end services
Scalable tax preparation, compliance and migration services. Migrate to Allocations effortlessly with our easy-to-use migration tool. Our team of experts will guide you through the process, ensuring a seamless transition to our platform.
1
Deal room creation
Spin up a branded deal room with documents, data, and terms your investors can act on immediately.
2
Entity formation
Entity formation, EIN, and regulatory filings handled automatically at launch.
3
Bank account setup
A dedicated bank account opened for every SPV and fund — no paperwork.
4
Generate legal template
Generate operating agreements, subscription docs, and side letters from vetted templates.
5
Onboard investors
KYC, accreditation, and e-signature in one flow — investors close from any device.
6
Close deal and wire
Track commitments, close the deal, and wire to the target — all from one dashboard.
Pricing
Starting with Allocations is simple, fast & cost effective
Standard SPV
Invest in a US based startup.
$9,950
One-time fee
(Additional fees may apply see below)
✓
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
Premium SPV
Invest in unique assets like crypto, secondaries, SPVs or Funds, public markets, real estate or other alternative investments.
$19,500
One-time fee
(Additional fees may apply see below)
✓
Up to 50 investors included
✓
Unlimited raise amount
✓
Multiple closes supported (1 closing included in the base price)
✓
1 asset included
✓
Any asset type
✓
Template documents included
✓
Side letters included
✓
5 year term
Get Started
Fund
Invest in multiple VC assets in a fund structure.
$19,500
Annual subscription
(Additional fees may apply see below)
✓
Up to 249 (VC) or 99 (Non-VC assets)
✓
Unlimited raise amount
✓
Unlimited closes
✓
30 assets included
✓
Any asset types
✓
Template documents included
✓
Side letter included
Get Started
See full fee schedule for details on additional closings, investors, and asset types.
Most popular
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
Testimonials
Trusted by 30,000+ clients
“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.”
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 @AllocationsInc! Kachow Lightning McQueen! As my daughter would say.”
Ryan
Helios Capital
Accelerate your fund
Launch your next SPV or fund in minutes — with legal, banking, tax, and investor onboarding handled end to end.
Allocations secondary market is operated through Allocations Securities, LLC dba AllocationsX, member FINRA/SIPC. Check this firm on FINRA BrokerCheck. Allocations Securities, LLC is a wholly owned subsidiary of Allocations, Inc.
Copyright © Allocations Inc