How to Signup?
Step 1: Open the Allocations Website
To begin the registration process, navigate to the Allocations website.
From the homepage, you can start the sign-up process by selecting either:
Start Now
Login
Both options will take you to the authentication page where you can enter your email address.
Step 2: Enter Your Email Address
On the login page, you will be prompted to enter your email address.
If the email address has not been previously registered on the platform, Allocations will automatically create a new account for you after the verification step.
To proceed:
Enter your email address in the Email field.
Click Login.
Once submitted, the platform will send a one-time verification code to the email address you provided.
Step 3: Verify Your Email
After submitting your email, a verification screen will appear asking you to enter the one-time code sent to your email inbox.
This code confirms that you have access to the email address and ensures the security of your account.
To complete verification:
Open the email sent by Allocations.
Locate the one-time verification code.
Enter the code in the verification fields.
Click Verify Code.
If the code expires or was not received, you can request a new code by selecting Resend Code.
Step 4: Access Your Dashboard
Once the verification code is successfully entered, your account will be created and you will be automatically logged into the platform.
You will then be directed to the Fund Manager Dashboard, where you can begin managing deals, investors, and portfolio activities.
The dashboard provides an overview of key platform metrics, including:
Assets under management
Total investors
Active deals
Investment activity
From this interface, users can navigate to other areas of the platform such as Deals, Investments, Organizations, Entities, and Banking.
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