Allocations

@AllocationsInc

Global fund administration platform with $3bn+ Assets Transacted, 1,800+ private funds and 30,000+ HNWIs

Global

allocations.com

Joined September 2020

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Allocations
@AllocationsInc
19h
Investor onboarding on Allocations takes about two minutes. KYC, accreditation, and signature run in one flow, and a tracker shows each investor's status. The manager can see who is cleared and who is still in progress at any point before the close. The manager walks into the
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Allocations
@AllocationsInc
Sep 4
A new deal can be started on Allocations at any hour. The entity, documents, and bank account are generated in the same session, in about ten minutes. An allocation confirmed on a Friday evening can have its vehicle ready the same night. A manager can confirm an allocation and
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Allocations
@AllocationsInc
Sep 2
Deal room, entity, banking, legal documents, investor onboarding, and the closing wire all run in one Allocations dashboard. Assembled from separate providers, each of those steps means a new vendor, a new data handoff, and a reconciliation between systems that don't share data.
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Allocations
@AllocationsInc
Aug 31
Distributions on Allocations pay in cash, stock, or stablecoin, with the waterfall calculated against the operating agreement in each case. Exits pay in whatever the buyer negotiated: shares in a stock-for-stock acquisition, mixed consideration in a hybrid deal, and the vehicle
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Allocations
@AllocationsInc
Aug 26
Every SPV and fund on Allocations includes a dedicated bank account at formation, with no separate application. Done conventionally, the account is its own project: corporate documents, compliance review, and weeks between forming the entity and being able to receive a wire. By
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