Allocations
PrivateLast Round
Series A
Sep 15, 2022
Est. Valuation
$150M
Total Funding Raised
$9M
Momentum Score
75 /100
Company Overview
Allocations is a financial technology company that provides an AI-powered platform for fund administration. Founded in 2019 and headquartered in Miami, the company's software enables users to create, manage, and migrate private funds, including venture capital, real estate, and crypto funds. The platform offers end-to-end services such as the creation of special purpose vehicles (SPVs), compliance, investor onboarding, and capital management, aiming to simplify the process for fund managers and democratize access to alternative investments. Allocations has facilitated over $2 billion in transactions across more than 1,600 private funds.
Sector
FinTech
Verticals
Investment Platforms, RegTech, Legal Tech, 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 Comps
Public and private peers based on sector, stage, and business model.
Allocations Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Sep 15, 2022 | ||||
| Seed | Aug 5, 2021 |
Key People
Founding team and executive leadership
Allocations Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Genesis Accel | Series A |
| Digital Horizon | Series A |
| What If Ventures | Series A |
| W5 Group | Series A |
| Flex Capital | Series A |
| The Garage Syndicate | Series A |
| DHVC | 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.
