Products and Services

Allocations.com furnishes an integrated platform with a focus on three key areas: fund administration, capital raising, and secondary sales. The platform is built to address the needs of fund managers, angel investors, and private equity professionals, facilitating a seamless operational flow from fundraising to investor reporting.

1. Fund Administration : This feature supports the creation of funds, automating administrative tasks, and ensuring compliance with regulatory requirements. It includes tools for digital subscription documents, automated capital call notices, and distribution notices, providing a streamlined back-office function.
2. Capital Raising : Allocations.com aids in the capital raising process through a suite of tools designed to manage investor relations, share marketing materials securely, and efficiently gather commitments. It simplifies the capital raising process, making it faster and more accessible.
3. Secondary Sales : The platform also supports secondary sales, offering a marketplace for buying and selling private securities. This feature is particularly beneficial for investors looking to liquify their assets before the traditional exit points.

Features

• Automated Fund Setup : Quick and efficient fund creation, with compliance and structuring built-in.
• Investor Onboarding and Management : Digital onboarding process, including electronic signatures, accredited investor verification, and secure document distribution.
• Capital Distribution and Waterfall Calculations : Automated calculations for distributions and complex waterfall structures.
• Reporting and Analytics : Comprehensive reporting tools for both managers and investors to track performance and manage investments.

For more detailed information and to explore how Allocations.com can streamline your investment operations, visit https://allocations.com.