Allocations
Allocations Reviews
& Product DetailsWhat is Allocations?
Allocations is a comprehensive software platform designed to streamline the complexities of fund management and investment operations. It boasts an array of features that simplify fund creation, investor management, and reporting, making it an ideal solution for fund managers and financial advisors. Through its digital interface, Allocations facilitates the creation of legal entities, digitizes subscription documents, and manages capital calls and distributions efficiently, reducing the administrative burden on fund managers.
One of Allocations’ key benefits is its ability to increase operational efficiency by automating several aspects of the fund management process. This automation results in significant time and cost savings for users. Moreover, its user-friendly dashboard offers real-time insights into fund performance and investor activities, aiding in better decision-making and enhanced investor communication.
Allocations finds its use case among a wide range of financial professionals, including venture capital, private equity fund managers, and real estate investment trusts (REITs). Its capabilities are particularly beneficial for those looking to streamline the end-to-end management of multiple funds and investment vehicles, offering them a scalable and secure solution to their fund administration needs.
Best For
- StartUps
- Freelancers
- Small Business
- Medium Business
- Large Enterprise
- Non-profit Organization
- Personal
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
- Desktop - Mac
- Desktop - Windows
- Desktop - Linux
- Desktop - Chromebook
- On-Premise - Windows
- On-Premise - Linux
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Company Name
Allocations Inc
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Located In
United States
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Website
allocations.com
Starting from:
$4500 + 2% of total raise
Pricing Model: Subscription
- Free Trial
- Free Version
Pricing Details:
Allocations offers several SPV and Fund pricing options: Micro SPV starts at $4,500 plus 2% of the total raise, Standard SPV at $9,950, and Custom SPV or Funds at $19,500. Additional fees may apply for services like entity formation, tax preparation, and international assets. Payment options vary based on specific services.
- Administrative Reporting
- Private Equity
- Fund Management
- Cap Table Management
- Activity Dashboard
- Document Management
- Compliance Management
- Fee Management
- Transaction History
- Access Controls/Permissions
- Workflow Management
- Audit Management
- Financial Management
- Multi-Currency
Additional Features
- Investor Reporting
- Investor portal
- Capital call management
- Customizable dashboards
- Real-time reporting
- K-1 generation
- Document storage
- Automated distributions
- Investor communication
- Performance analytics
- Transaction tracking
- API integration
- Secure data handling
- User-friendly interface
- Multi-fund support
- Role-based access
- Custom workflows
- Data synchronization
- Mobile compatibility
- Continuous updates
- Portfolio management
- Onboarding tools
- Audit trails
- Financial modeling
- Custom reporting
- Investor onboarding
- Global accessibility
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