OUR SERVICE
FEATURES
Onboarding
Invite investors
Instant invest
Deal page
Deal tracker
Investor KYC
Setup
Entity formation
Bank account setup
EIN setup
Template SPV docs
Post-close
Reg D filings
Capital account statements
K-1 filing
Accounting
Migration
Migrate to Allocations effortlessly with our easy-to-use migration tool.
Tax
Migrate to Allocations effortlessly with our easy-to-use migration tool.
Compliance
Migrate to Allocations effortlessly with our easy-to-use migration tool.
“As a fund manager, the happiness of my LPs is of paramount importance. Using Allocations, my LPs can now co-invest in startups with me through the simple click of a button. The platform’s clean user experience and 24/7 responsive customer support allow me to serve my LPs with immense speed, convenience, and transparency.”
Jan Malik
Countdown Capital
“Allocations has helped me put together many time-sensitive SPVs and has done so with remarkable service and attention to detail. They are constantly iterating on their product, and I’m excited to see how they continue to evolve and improve their offerings.”
Jordan Wan
CoFound Partners
“...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 over the next few years.”
Mario Moscatiello
Flex Capital
Start building private equity products today with Allocations.