Allocations is a private‑markets platform that automates SPV and fund formation, investor onboarding, compliance, banking, administration, and secondary market transactions. The platform helps fund managers and syndicates launch and manage private investment vehicles with significantly less operational overhead.
Core product
Allocations SPV & Fund Administration Platform, including entity formation, investor onboarding, banking, documentation, fund administration, tax services, and the AllocationsX secondary marketplace. The company also offers AI‑powered fund administration through a suite of specialized AI agents.
Use cases
SPV formation, fund launches, KYC/AML onboarding, subscription document management, fund administration, capital account management, tax reporting, investor servicing, and private secondary transactions. The platform also automates back‑office operations through AI agents for accounting, compliance, legal documentation, diligence, and reporting.
Functional categories (vendor-stated)
Integrations
Workflow stages
Security compliance (vendor-stated)
Portfolio focus
Private equity, venture capital, secondaries, private company investments, real estate funds, alternative investment vehicles.
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