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What is PoliBit?

PoliBit operates as an all-encompassing investment management platform designed to simplify the entire lifecycle of funds for managers across the real estate, private equity, and private debt industries. It adeptly oversees fundraising initiatives through digital subscriptions and e-signatures, supports investor onboarding by executing KYC/AML verifications against more than 300 global watchlists, and manages capital calls while enabling collections in multiple currencies. The platform further features strong fund administration tools, such as automated waterfall calculations tailored for both American and European fund structures, the computation of net asset values, and the upkeep of capital accounts for different fund vehicles. Its customizable investor portal allows limited partners to access real-time performance metrics, distribution records, K-1 tax documents, and crucial fund communications seamlessly. By automating quarterly reporting in line with ILPA standards and offering real-time dashboards, PoliBit greatly minimizes the necessity for manual report generation. In addition, the incorporation of cross-border payment solutions, including the use of stablecoins, can drastically reduce the expenses related to international transfers by up to 90%, thereby improving overall operational effectiveness. Consequently, PoliBit emerges as an essential resource for fund managers who aspire to enhance their investment workflows. The platform's features not only facilitate compliance and efficiency but also empower managers to focus on strategic decision-making and growth.

What is Allocations?

Allocations is an all-encompassing cloud platform tailored for general partners, syndicate leaders, emerging fund managers, and private investment firms, enabling them to create and oversee special purpose vehicles (SPVs) and private funds with ease. By seamlessly integrating various functions such as entity formation, banking setups, document generation, investor onboarding, compliance workflows, and fund administration into a unified workspace, it enhances operational efficiency. Fund managers benefit from the ability to swiftly draft operating agreements and subscription documents while collecting KYC and accreditation information, managing commitments and capital calls, and ensuring precise fund accounting and capital account records. Moreover, the platform streamlines the distribution process and provides investors with convenient access to critical fund documents and tax reporting materials. Allocations also offers administrative assistance, featuring the option of a dedicated fund accountant to aid in fund planning and tax preparation services. Its adaptability accommodates venture capital and a range of private asset strategies, presenting various SPV and fund structure options, including capabilities for cross-border vehicles. This comprehensive approach empowers users to tackle the intricacies of fund management with enhanced efficiency and clarity, ultimately promoting better decision-making and operational success. As a result, Allocations stands out in the competitive landscape by offering valuable tools and support for managing diverse investment strategies.

Media

No images available

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Has API

Pricing Information

$1250/month

Pricing Information

$9,950 one-time
Standard SPV: $9,950 one-time for up to 35 investors, one close, one VC asset, and a five-year term. Fund plan: $19,500 per year; K-1 preparation is an add-on. Additional fees may apply for extra investors, closes, asset types, and services.

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Online Training

Training Options

Not specified

Company Facts

Organization Name

PoliBit

Date Founded

2023

Company Location

Mexico

Company Website

polibit.io

Company Facts

Organization Name

Allocations

Date Founded

2019

Company Location

United States

Company Website

www.allocations.com

Categories and Features

Categories and Features

Fund Accounting

Not specified

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