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Allocations
Platform for launching and administering SPVs and funds
About Allocations
Allocations is a software platform for launching and running special purpose vehicles (SPVs) and venture funds. Fund managers use it to form Delaware entities, obtain an EIN, handle regulatory filings such as Form D and open a dedicated bank account for each vehicle, with operating agreements, subscription documents and side letters generated from vetted legal templates.
Investor onboarding runs in one flow covering KYC/AML checks, accreditation and e-signature. After closing, Allocations provides fund administration, including accounting, capital calls, cash, stock and token distributions, and tax reporting with Form 1065 filings and K-1s. A secondary market, AllocationsX, is operated through its FINRA-member broker-dealer subsidiary.
Customers include angel syndicates, emerging venture managers, family offices and crypto and real estate investors running startup, secondary, token, real estate and custom SPVs as well as multi-asset funds. Revenue comes from flat published fees: a one-time fee per SPV and an annual subscription for fund structures.
Source: Dealroom company dataAt a glance
- Status
- Operational
- Founded
- 2019
- Headquarters
- Miami, United States
- Employees
- 46
- Open positions
- None listed
- Dealroom signal
- 90.0/100
- Industry
- Fintech
- Sub-industry
- Wealth Management
- Sector
- Fintech, Hard Tech
- Technology
- Blockchain
- Business model
- SaaS
- Client focus
- b2b
- Investment activity
- 1 company, latest Oct 2021
- Capital deployed
- —
- Preferred round
- ACQUISITION
Knowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| EARLY VC✓Equity / VC | Aug 2025 | $26M | $102M | Pantera Capital · GSR Ventures · Chainfund Capital · Arrington Capital | ↗ |
| EARLY VC✓Equity / VC | Sep 2022 | $5M | $150M | What If Ventures · Flex Capital · Peter Ko · The Garage Syndicate | ↗ |
Financials
Revenue, earnings and other financial measures where available. Years marked “E” are estimates.
Growth signals
Latest recorded traffic for Allocations is 22K monthly website visits, up 29.4% over the last three months. Allocations's team grew 31.4% over the past year.
Similar companies
Company identity and context are open; selected comparison metrics preview what is available on the platform.
Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Seed1 investor entered at this stage
Kingsley Advani
Series A18 investors entered at this stage
Jackson Moses
IrishAngels
StratMinds VC
What If Ventures
Flex Capital- PKPeter Ko
The Garage Syndicate
W5 Group
Launchbay Capital
Edoardo Ermotti
Genesis Accel
Pantera Capital
GSR Ventures
Chainfund Capital
Arrington Capital
Borderless Capital
Hypersphere Ventures
Advani Family Office
Other known investors6 additional known investors
305 Ventures
Angel Gambino
Ernesto DiGiambattista- MMMichael M.
Roman Iushko- RKRyan Kriser
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about Allocations on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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