Allocations
PrivateLast Round
Series A
Sep 17, 2022
Est. Valuation
$150M
Total Funding Raised
$9M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Allocations is a fintech company that provides an AI-powered platform for fund administration, enabling users to create, manage, and migrate private funds including venture capital, real estate, and crypto funds.
Sector
FinTech
Verticals
Investment Platforms, Wealth Management, Compliance, Accounting & Expense, Workflow Automation
Business Model
B2B
Customer Profile
Services & Consulting, Subscription SaaS, Marketplace Commission
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Allocations Comparables
Compare Allocations with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Sydecar | 85% | |
| Avestor | 82% | |
| AngelList | 80% |
Allocations Funding Rounds
Historical fundraising activity
Allocations Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Genesis Accel | Series A |
| GTMfund | Series A |
| Digital Horizon | Series A |
| Launchbay Capital | Series A |
| What If Ventures | Series A |
| W5 Group | Series A |
| Flex Capital | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 29, 2026
Grew 21% QoQ, from 39 to 47 employees.
- May 23, 2026
Grew 20% QoQ, from 35 to 42 employees.
Allocations Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Allocations's valuation, stock price, and market status.
Is Allocations a public or private company?
Allocations is a private company.
What is the current stock price of Allocations?
Allocations is a private company, so its shares have no public market price. Caplight tracks Allocations's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Allocations worth (valuation)?
Allocations's valuation is estimated at $150.0M based on funding round data.
Can I buy Allocations stock?
Allocations shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Allocations's last funding round?
Allocations's most recent funding round was Series A on September 17, 2022.
Who are the main investors in Allocations?
Key investors in Allocations include Genesis Accel, GTMfund, Digital Horizon, Launchbay Capital, What If Ventures.
Will Allocations IPO soon?
No public IPO plans have been announced for Allocations.
How can I track Allocations secondary market activity?
Caplight tracks bids, offers, and trades in Allocations's shares on secondary markets.