Allocations

Founded by Kingsley Advani in 2019

Form and manage special purpose vehicles and private investment funds with automated legal administration

Pricing model

Paid

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Allocations to set up and administer private investment funds and special purpose vehicles. It automates legal entity formation, gets your tax identification number, handles bank account creation, and takes care of regulatory filings. You can create custom deal rooms to onboard investors with built-in accreditation checks and identity verification. The service also creates legal documents from vetted templates, tracks investor capital commitments, handles wiring to target investments, and manages ongoing tax filings and digital K-1 distributions for your investors.

What Allocations does

Form a legal investment entity and acquire an EINGenerate customized subscription agreements and side lettersConduct KYC and accreditation checks on new investorsOpen a dedicated fund bank account without manual paperworkDistribute digital K-1 tax forms to fund participantsFile Form D and state Blue Sky notices automaticallyTrack commitments and process investor wire transfersAutomated legal entity formation and EIN registrationDedicated bank accounts opened for each fund and SPVBranded deal room creation for sharing terms and documentsInvestor onboarding with integrated KYC, AML, and accreditation verificationVetted legal template generation for subscription docs and side lettersAutomated regulatory compliance filings for Form D and Blue SkyDigital tax preparation and automated K-1 schedule distributionSecondary share trading via a regulated Alternative Trading System

Pricing breakdown

Pricing model: Paid

PlanList price

Standard SPV$9,950 one-time

Premium SPV$19,500 one-time

Fund (paid yearly)$19,500 / yr total

Frequently asked

QuickBooks Xero

Xero

Carta

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