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, Workflow Automation, Wealth Management, Legal Tech, RegTech
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.
Allocations Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Sep 17, 2022 | ||||
| Series A | Aug 5, 2021 |
Key People
Founding team and executive leadership
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.
- May 23, 2026
Grew 20% QoQ, from 35 to 42 employees.
- Mar 30, 2026
Added Caravela Capital, a venture capital firm, as a customer.
Allocations Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Allocations's valuation, stock price, and market status.