How to invest in a deal?
To invest in a deal, go to the Allocations login page. Log in via your registered email ID.
Steps to Invest in an SPV/Fund on Allocations
Step 1:
Navigate to the Deal Page link shared by the Fund Manager or Allocations. Enter your Commitment Amount in the provided field. Click on Invest.
Step 2:
Create or Select Investor Profile
If this is your first time investing through the Allocations platform, → Create a New Investor Profile.
If you already have an Investor Profile → Select your existing profile.
Investor Profile Options:
Individual: "Myself / Individual"
Entity: LLC, Corporation, Partnership, Trust, or Self-Directed IRA (Note: Entities also require a profile for the Signatory)
2a. Investing as an Individual
If you already have an Individual Investor Profile, skip to "Making the Investment (Individual)"
Creating an Investor Profile (Individual):
Click on Create New Profile.
Select Myself / Individual.
Fill in the requested details:
Phone Number
Full Legal Name
Address
Date of Birth
Tax ID (as listed on government-issued documents)
Click Save new entity.
Making the Investment (Individual):
Select your Investor Profile.
Click Continue.
Select the appropriate Accredited Investor Definition and click Save new accreditation.
Tick the e-sign checkbox to confirm acceptance of the Deal Agreement’s Terms and Provisions.
Click Commit & E-sign to finalize your commitment.
Final Step:
Download Wire Instructions for fund transfer.
Download the Completed Deal Agreement for your records.
Once funds are wired, your investment is complete.
2b. Investing as an Entity (LLC / Corp / Partnership / Trust / Self-Directed IRA)
If you already have an Entity Investor Profile, skip to "Making the Investment (Entity)."
Creating an Investor Profile (Entity):
Click Create New Profile.
Select the applicable Entity Type (LLC, Corporation, etc.).
Fill in entity details:
Entity Name
Address
Date of Formation
Tax ID (from government-issued documents)
Click Save new entity.
Select the created Entity Investor Profile.
Click Create New Profile again (for the Entity Signatory).
Enter Signatory details:
Phone Number
Full Name
Address
Date of Birth
Tax ID
Click Save new entity.
Making the Investment (Entity):
Select the Signatory Profile linked to the Entity.
Choose the appropriate Accredited Investor Definition and click Save new accreditation.
Click Continue.
Tick the e-sign checkbox to confirm acceptance of the Deal Agreement’s Terms and Provisions.
Click Commit & E-sign to finalize your commitment.
Final Step:
Download Wire Instructions for fund transfer.
Download the Completed Deal Agreement for your records.
Once funds are wired, your investment is complete.
If you face any issues, contact [email protected] using the email address linked to your account and include the name of the deal.
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