How to create an asset?

To create an asset on Allocations, follow the steps below:

Step 1.

Log in to Allocations with registered email address & open the Allocations Dashboard

Step 2.

Under the "Start Deal" section, locate the "Assets" tab, which is in the middle of the page.

On the right side of Assets, click on the "Edit button" which is denoted by the pencil icon.

Step 3.

Add Legal Name of Portfolio Company, Website Details & choose the Asset type from the options below:

• Startup

• Crypto

• Secondary

• Real Estate

• SPV into SPV

• SPV into Fund

• Other

After filling all the details, Fund Manager has ti choose the Security Type

Step 4.

Fund Managers can choose 8 types of Security Types on Allocations, which are as follows:

• SAFE

• Debt

• Preferred Stock

• Common Stock

• Convertible Note

• LLC Interest

• LP Interest

• Forward Contract

After filling all the important information, select the Asset Location & upload all the important documents into the bottom upload section, and that's it you've succesfully created an asset on the Allocations.