Allocations Overview

  • Year Founded
  • 2019

Year Founded

  • Status
  • Private

  • Employees
  • 66

Employees

  • Latest Deal Type
  • Early Stage VC

  • Investors
  • 22

Allocations General Information

Description

Developer of a funding platform designed for investors to raise and deploy capital quickly. The company combines a private fund platform with applications to launch funds, onboard LPs, and scale operations, that put data at the heart of a fund's operations, enabling investors to take on the institutions at investing with SPVs and funds.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • Miami, FL
  • United States
Primary Industry
Financial Software
Other Industries
Other Financial Services
Vertical(s)
Corporate Office
  • Miami, FL
  • United States

Allocations Timeline

2022202320242025
Financing RoundCaptured Employee CountEstimated Employee Growth

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Allocations Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Early Stage VC 27-Feb-2023 Completed Generating Revenue
3. Early Stage VC 15-Sep-2022 Completed Generating Revenue
2. Early Stage VC (Series A) 11-Feb-2022 $4M $4M Completed Generating Revenue
1. Early Stage VC 05-Aug-2021 Completed Startup
To view Allocations’s complete valuation and funding history, request access »

Allocations Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series A-8
Series A-7
Series A-6
Series A-5
Series A-4
Series A-3
Series A-2 830,186 $0.000100 $0.13 $0.13 1x $0.13 5.08%
Series A-1 817,915 $0.000100 $6.11 $6.11 1x $6.11 0.96%
To view Allocations’s complete cap table history, request access »

VC Exit Predictor

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Opportunity Score

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Exit Type

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Allocations Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a funding platform designed for investors to raise and deploy capital quickly. The company combines a priva
Financial Software
Miami, FL
66 As of 2022

Powell, OH
 

New York, NY
 
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Allocations Competitors (7)

One of Allocations’s 7 competitors is Fundable, a Formerly VC-backed company based in Powell, OH.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Fundable Formerly VC-backed Powell, OH
Gen II Fund Services Private Equity-Backed New York, NY
Alter Domus (Luxembourg) Private Equity-Backed Luxembourg, Luxembourg
Aduro Advisors Private Equity-Backed Denver, CO
WellFound Venture Capital-Backed New York, NY
You’re viewing 5 of 7 competitors. Get the full list »

Allocations Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Allocations Investors (22)

Investor Name Investor Type Holding Investor Since Participating Rounds
Reflect Ventures Venture Capital Minority
Smart Partnership Capital Venture Capital Minority
Stephen Hays Angel (individual) Minority
Flex Capital Venture Capital Minority
Genesis Accel Corporate Venture Capital Minority
You’re viewing 5 of 22 investors. Get the full list »

Allocations Acquisitions (1)

Allocations’s most recent deal was a Merger/Acquisition with Lumen Advisory and Finance for . The deal was made on 08-Oct-2021.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Lumen Advisory and Finance 08-Oct-2021 Merger/Acquisition Accounting, Audit and Tax Services (B2B)
To view Allocations’s complete acquisitions history, request access »

Allocations FAQs

  • When was Allocations founded?

    Allocations was founded in 2019.

  • Where is Allocations headquartered?

    Allocations is headquartered in Miami, FL.

  • What is the size of Allocations?

    Allocations has 66 total employees.

  • What industry is Allocations in?

    Allocations’s primary industry is Financial Software.

  • Is Allocations a private or public company?

    Allocations is a Private company.

  • What is the current valuation of Allocations?

    The current valuation of Allocations is .

  • What is Allocations’s current revenue?

    The current revenue for Allocations is .

  • How much funding has Allocations raised over time?

    Allocations has raised $9M.

  • Who are Allocations’s investors?

    Reflect Ventures, Smart Partnership Capital, Stephen Hays, Flex Capital, and Genesis Accel are 5 of 22 investors who have invested in Allocations.

  • Who are Allocations’s competitors?

    Fundable, Gen II Fund Services, Alter Domus (Luxembourg), Aduro Advisors, and WellFound are some of the 7 competitors of Allocations.

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