# SPV Creation Timeline 1. **I just signed a service agreement. What is the timeline? What happens next?** Here is an overview of the overall flow and how long each step typically takes\ \ **Day 1** * Build completed and contract approved **Day 1 - 3** * Entity formation * Bank account set up * Legal docs set **Day 4 - 7** * Deal page creation * Fund manager & investors onboarding **Day 5 - 7** * SPV ready to go! **What is included in the Allocations SPV?** **1. Formation:** We set up the SPV entity and bank account\ **2. Simple SPV documents:** We provide simple SPV document templates that we have built internally and leverage industry best practices\ **3. Compliance:** We assist with deal compliance with our exempt reporting advisor product\ **4. Investor onboarding:** We provide investor onboarding with a super-fast, standardized process\ **5. Deal closing:** We assist with the wire to the portfolio company\ **6. Cap table management:** We calculate each investor's interest in the private fund and provide them with an easy-to-use dashboard to manage their interests\ **7. Regulatory filings:** We submit Reg D to FINRA and Blue Sky State Filings for each private fund\ **8. Accounting & Tax:** We assist with the calculation of management fees, carry fees, and distribution, along with annual K1 filings\ **9. Distribution:** We assist with distributing capital to investors in the private fund upon a liquidity event --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.allocations.com/spvs/spv-creation-timeline.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.