Allocations

Allocations is a unified software platform designed for special purpose vehicles (SPVs), fund formation, and fund administration.

Launched in 2018, it provides investment managers with the tools to efficiently launch, operate, and scale private investment vehicles. The platform serves as infrastructure rather than a marketplace, offering features such as entity formation, legal document generation, investor onboarding, capital call processing, banking integration, and K-1 delivery. The core capabilities of Allocations include automating the creation of legal entities, managing the full lifecycle of investment vehicles, maintaining accurate investor records, and supporting multiple jurisdictions. It is tailored for General Partners (GPs) and emerging managers, providing transparent pricing and a full-lifecycle platform. The company has gained significant traction, serving over 1,600 private funds and SPVs, with more than 30,000 investors and managing assets worth between $2.2 billion and $3 billion. Led by CEO Kingsley Advani, Allocations focuses on thoughtful product design to enhance reliability and speed in fund management.