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Investment fund

Allocations Inc.

A platform for setting up and administering investment SPVs and funds

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  • simple
  • Hybrid
  • Responsive
  • Real Estate
  • +4 more
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About Allocations Inc.

Allocations is a platform that helps investors and fund managers set up and run special purpose vehicles and investment funds.

Products and services

  • SPV formation: handles entity formation, tax filings and regulatory registration for new special purpose vehicles.
  • Fund administration: supports fund launches, investor onboarding and multi-close deal management.
  • Deal rooms: creates branded deal rooms with documents and terms for investors to review.
  • Banking setup: opens a dedicated bank account for each SPV or fund.
  • Legal documentation: generates operating agreements, subscription documents and side letters from templates.
  • Investor onboarding: runs KYC, accreditation checks and e-signature for investor sign-up.

Clients

Works with general partners, investment syndicates and emerging fund managers running SPVs and funds.

Profile written by TrustList from the business's own published information, Sep 2026.

Categories & features

  • simple
  • Hybrid
  • Responsive
  • Real Estate
  • Management
  • Tax
  • Me
  • Us,

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