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Software Status:Active

About Allocations

Allocations is a fund administration software from Allocations Fund Administration designed to build and manage Special Purpose Vehicles (SPVs) and funds efficiently. It automates legal, banking, and investor onboarding processes, enabling users to complete tasks in minutes instead of weeks. Trusted by top venture capitalists and syndicates, Allocations ensures timely execution and improved accuracy in fund management. The platform supports essential features such as automated onboarding processes, compliance monitoring, and real-time reporting to help users maintain oversight on fund activities. Key capabilities: fund management investor onboarding compliance automation real-time reporting legal document management Best for: fund managers and administrators that need efficient fund and SPV management solutions.

Allocations Details

Vendor
Allocations Fund Administration
Year Launched
2019
Location
Miami Beach, FL, United States, Florida
Deployment
cloud
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Dutch, Portuguese, Japanese, Chinese
Users
Equity Managers, Fund Accountants
Industries Served
Healthcare, Education, Finance, Retail
Tags
Fund Accounting, Allocations

Allocations's In-App Market Place

Does Allocations have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), CAD (C$), AUD (A$), JPY (¥), CNY (¥), INR (₹), KRW (₩), CHF (Fr), SGD (S$), HKD (HK$), SEK (kr), NZD (NZ$), RUB (₽), BRL (R$), ZAR (R), AED (د.إ), MXN (Mex$), NOK (kr), TRY (₺), IDR (Rp)

Pros & Cons

  • Automates complex fund administration processes, saving significant time and cost for managers.
  • Provides an integrated platform for entity creation, legal docs, banking, and simple tax preparation.
  • The user-friendly dashboard delivers real-time performance insights, enhancing decision-making.
  • Supports a wide and flexible range of assets, including VC, private equity, and digital currencies.
  • Transparent, structured pricing plans cater effectively to various SPV and fund sizes.
  • The service is highly specialized for fund administration, not a comprehensive ERP solution.
  • Higher tiers and optional services like capital calls incur substantial additional setup fees.
  • Specific information on API and deep, custom third-party integrations is not widely detailed.
  • Reliance on the platform for banking and tax increases dependency on a single vendor.
  • The initial setup cost for a Standard SPV is high, potentially deterring very small deals.

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