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What is SunForge?

SunForge is an online solution specifically designed to meet the operational demands of professionals in venture capital and private equity, including leaders of SPVs and syndicates, as well as family offices. It seamlessly combines investor relationship management with fundraising efforts and post-transaction oversight across various funds and SPVs. Teams can perform research on limited partners, oversee discussions and investment pledges, and initiate email campaigns through Gmail or Outlook, all while utilizing threaded follow-ups for better communication. Investors enjoy a tailored portal hosted on the fund's subdomain, which includes secure data rooms that necessitate password access, email verification, or NDA compliance, and features e-signature options for subscription agreements, side letters, and NDAs. Fund management processes cover capital calls, distributions, and intricate calculations for preferred returns, catch-ups, and carried interest, while also providing detailed NAV and LP statements for multiple funds and SPVs. Moreover, users can monitor deal pipelines and cap tables related to SAFEs, convertible notes, and option pools, enhancing their ability to manage investments. The platform further incorporates AI chat capabilities to assist users in navigating fund data, supported by a dedicated team member who helps with the initial setup to ensure users can maximize the platform's features. This all-encompassing strategy is designed to boost both efficiency and transparency for everyone involved in the fund management process, ultimately fostering better collaboration among stakeholders.

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.

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Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Has API

Pricing Information

$199/month
Plans start at $199 per month. A free trial is offered.
Free Trial Offered?

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

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Not specified

Company Facts

Organization Name

SunForge

Date Founded

2025

Company Location

United States

Company Website

sunforge.app

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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