Allocations

Allocations provides a cloud‑based fund administration platform that enables general partners, syndicates and emerging managers to launch and manage SPVs and private funds. The service automates legal formation, banking, compliance, investor onboarding and reporting, offering pricing plans from $9,950 for single‑SPV setups to enterprise solutions. Backed by venture capital, Allocations serves over 30,000 clients and has transacted more than $5 billion in assets across 1,800+ private funds.

Allocations publishes 25 API contracts indexed on the APIs.io network, including Accreditations API, Announcements API, Assets API, and 22 more. Tagged areas include Fintech, Fund Administration, Private Markets, Software-as-a-Service, and Investment Platform.

The Allocations catalog on APIs.io includes 1 JSON-LD context and 1 Spectral governance ruleset.

Allocations’ developer surface includes signup flow, getting-started guide, authentication, documentation, engineering blog, pricing, and 21 more developer resources.

🌐 Visit website 📡 Profile data on GitHub

52.8/100 developing ▬ flat Agent 26/100 agent aware Full breakdown ↓
scored 2026-10-23 · rubric v0.25.0 · Show this score on your site →

1 published contract

Fintech Fund Administration Private Markets Software-as-a-Service Investment Platform

Kin Score

Kin Score How this is scored →
scored 2026-10-23 · rubric v0.25.0

Composite quality — 52.8/100 · developing

Contract Quality 11.0 / 19

Developer Ergonomics 5.6 / 15

Access Clarity 12.6 / 15

Operational Transparency 1.5 / 10

Contract Governance 2.0 / 9

Discoverability 5.8 / 8

Regulatory Posture 4.4 / 15

Create-or-Update Ergonomics 0.0 / 10

Agent readiness — 26/100 · agent aware

Machine-Readable Contract 18 / 18

Agentic Access Contract 10 / 10

Documented Reversibility 0 / 6

MCP Server 0 / 12

Machine-Readable Auth 10 / 10

Idempotency 0 / 9

Stable Error Semantics 8 / 8

Request/Response Examples 7 / 7

Rate-Limit Signaling 0 / 7

Typed Event Surface 0 / 6

Agent Skills 5 / 5

Well-Known Catalog 0 / 4

Consent & Bot Identity 0 / 3

A2A Agent Card 0 / 8

Dry-Run / Simulate Mode 4 / 4

Delegated User Identity 0 / 6

Protected Resource Metadata 0 / 5

Registration Without a Human 0 / 6

Agentic Commerce Well-Known Document 0 / 5

Pagination 0 / 5

Distinct Operations 3 / 3

Regulatory Posture applies to this provider. Its tags matched the Horizontal (data, software, accessibility, platform) regime, so Regulatory Posture carries 15 points of the composite. If this regime is wrong for your business, say so on your provider repo — the applicability map is public and we will correct it.

Create-or-Update Ergonomics applies to this provider. This API accepts writes, so it carries 10 points of the composite. It is scored from the published contracts themselves: whether a caller can create-or-update in one call, whether the write accepts a key the caller already holds, and whether the response says which branch ran. Without that, every write needs a search-and-branch in front of it, and the first time that check is skipped a duplicate record is created. Scored against the observed mean rather than raw — a provider at the catalog average is unchanged by this facet, not penalised by it.

The six quality facets above are damped to 75 points between them, because the conditional facet above carries the other 25. That is why each facet's contribution is shown against a damped maximum: raising a quality facet moves the composite by 75% of its nominal weight, not 100%. The full arithmetic is at apis.io/rating/.

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APIs 25

Individual APIs this provider publishes, each with its own machine-readable definition.

Allocations API

Allocations API provides access to fund administration operations.

Allocations Accreditations API

The Accreditations API from Allocations — 3 operation(s) for accreditations.

Allocations Announcements API

The Announcements API from Allocations — 2 operation(s) for announcements.

Allocations Assets API

The Assets API from Allocations — 2 operation(s) for assets.

Allocations Banking API

Currency storage and movement

Allocations Closes API

The Closes API from Allocations — 3 operation(s) for closes.

Allocations Deals API

SPVs and Funds

Allocations Distributions API

The Distributions API from Allocations — 3 operation(s) for distributions.

Allocations Distributions Investments API

The DistributionsInvestments API from Allocations — 2 operation(s) for distributionsinvestments.

Allocations Documents API

Document Generation and Storage

Allocations Entities API

Legal Structures for SPVs and Funds

Allocations Files API

File Storage and Retrieval

Allocations Identities API

Representations of Individuals and Corporations

Allocations Investments API

Investment details

Allocations Ledger API

The Ledger API from Allocations — 11 operation(s) for ledger.

Allocations Notifications API

Call-to-actions and informational data

Allocations Organizations API

Client Information and Account Grouping

Allocations Providers API

The Providers API from Allocations — 3 operation(s) for providers.

Allocations Static References API

Standard Data References to be used with other objects

Allocations Support Tickets API

Engage the Allocations support team

Allocations Taxes API

Deal and Entity related taxes

Allocations Transfer Requests API

The Transfer Requests API from Allocations — 5 operation(s) for transfer requests.

Allocations Transfer Information API

The TransferInformation API from Allocations — 3 operation(s) for transferinformation.

Allocations Xero Auth Controller API

The XeroAuthController API from Allocations — 5 operation(s) for xeroauthcontroller.

Allocations Xero Invoices Controller API

The XeroInvoicesController API from Allocations — 7 operation(s) for xeroinvoicescontroller.

Scroll for all 25

Pricing Plans 1

Published pricing tiers and plan structures.

Allocations Plans Pricing

6 plans

PLANS

Semantic Vocabularies 1

JSON-LD contexts and semantic vocabularies used across these APIs.

Allocations Context

120 classes · 482 properties

JSON-LD

Spectral Rules 1

Spectral governance rulesets for linting and validating these APIs.

Allocations API Rules

15 rules · 9 errors 4 warnings 2 info

SPECTRAL

Security Posture 2

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Allocations Authentication

http · 1 scheme

SECURITY

Allocations Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Agentic Access 1

Recommended x-agentic-access execution contracts for AI agents.

Allocations Agentic Access

167 operations · 77 acting · 1 human-in-the-loop

167 operations · 77 acting

AGENTIC

Resources

Get Started 2

Portal, sign-up, and the first successful call

SignUp

SignUp

GettingStarted

GettingStarted

Documentation 1

Reference material describing how the API behaves

Documentation

Documentation

Agent Surfaces 4

MCP servers, agent skills, and machine-readable catalogs

AgenticAccess

AgentSkill

LLMsTxt

WellKnown

Design & Contract 6

Pagination, idempotency, versioning, errors, and events

Spectral

JSONLD

Vocabulary

DataModel

ErrorCatalog

Conformance

Access & Security 3

Authentication, authorization, and security posture

TrustCenter

TrustCenter

Authentication

Authentication

DomainSecurity

DomainSecurity

Operate 1

Status, limits, changes, and where to get help

StatusPage

StatusPage

Commercial 4

Pricing, plans, and the legal terms of use

Plans

Pricing

TermsOfService

PrivacyPolicy

Company 3

The organization behind the API

Newsroom

Newsroom

Website

Website

Blog

Blog

Other 3

Properties that don't map to a standard resource type

Hosts

Hosts

Vendors

Vendors

Leadership

Leadership

Source (apis.yml)

aid: allocations
name: Allocations
image: https://framerusercontent.com/assets/Ck8iMxhd72aQ8s11wWAttjthVs.png
description: Allocations provides a cloud‑based fund administration platform that enables general partners, syndicates and
  emerging managers to launch and manage SPVs and private funds. The service automates legal formation, banking, compliance,
  investor onboarding and reporting, offering pricing plans from $9,950 for single‑SPV setups to enterprise solutions. Backed
  by venture capital, Allocations serves over 30,000 clients and has transacted more than $5 billion in assets across 1,800+
  private funds.
url: https://raw.githubusercontent.com/api-evangelist/allocations/refs/heads/main/apis.yml
x-type: company
x-source: harvest:secondary-market
x-tier: profiled
x-tier-reason: enrichment pass 2026-10-05 (modular-v1; was harvest)
specificationVersion: '0.20'
created: '2026-09-24'
modified: '2026-09-24'
tags:
- Fintech
- Fund Administration
- Private Markets
- Software-as-a-Service
- Investment Platform
tags_raw:
- FinTech
- FundAdministration
- PrivateMarkets
- SaaS
- InvestmentPlatform
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: AgenticAccess
  url: agentic-access/allocations-agentic-access.yml
- type: Plans
  url: plans/allocations-plans-pricing.yml
- type: Spectral
  url: rules/allocations-rules.yml
- type: JSONLD
  url: json-ld/allocations-context.jsonld
- type: Vocabulary
  url: vocabulary/allocations-vocabulary.yml
- type: AgentSkill
  url: skills/_index.yml
- type: DataModel
  url: data-model/allocations-data-model.yml
- type: ErrorCatalog
  url: errors/allocations-problem-types.yml
- type: Conformance
  url: conformance/allocations-conformance.yml
- type: LLMsTxt
  url: llms/allocations-llms.txt
- type: WellKnown
  url: well-known/allocations-well-known.yml
- type: Hosts
  url: hosts/allocations-hosts.yml
- type: Vendors
  url: vendors/allocations-vendors.yml
- type: TrustCenter
  url: https://trust.allocations.com/
- type: StatusPage
  url: https://status.allocations.com/
- type: SignUp
  url: https://www.allocations.com/insights/registered-agent-duties-for-a-deal-spv
- type: Newsroom
  url: https://www.allocations.com/press
- type: Leadership
  url: https://www.allocations.com/team
- type: GettingStarted
  url: https://docs.allocations.com/investor-onboarding/how-to-signup
- type: Authentication
  url: authentication/allocations-authentication.yml
- type: DomainSecurity
  url: security/allocations-domain-security.yml
- type: Website
  url: https://www.allocations.com
- type: Documentation
  url: https://docs.allocations.com
- type: Blog
  url: https://www.allocations.com/insights
- type: Pricing
  url: https://www.allocations.com/fees
- type: TermsOfService
  url: https://www.allocations.com/terms
- type: PrivacyPolicy
  url: https://www.allocations.com/privacy-policy
apis:
- name: Allocations API
  description: Allocations API provides access to fund administration operations.
  humanURL: https://docs.allocations.com
  baseURL: https://api.allocations.com
  openAPI:
    url: openapi/allocations-openapi.json
    type: OpenAPI
  aid: allocations:allocations-api
- aid: allocations:allocations-accreditations-api
  name: Allocations Accreditations API
  description: The Accreditations API from Allocations — 3 operation(s) for accreditations.
  humanURL: https://docs.allocations.com
  baseURL: https://api.allocations.com
  tags:
  - Accreditations
  properties:
  - type: OpenAPI
    url: openapi/allocations-accreditations-api-openapi.yml
- aid: allocations:allocations-announcements-api
  name: Allocations Announcements API
  description: The Announcements API from Allocations — 2 operation(s) for announcements.
  humanURL: https://docs.allocations.com
  baseURL: https://api.allocations.com
  tags:
  - Announcements
  properties:
  - type: OpenAPI
    url: openapi/allocations-announcements-api-openapi.yml
- aid: allocations:allocations-assets-api
  name: Allocations Assets API
  description: The Assets API from Allocations — 2 operation(s) for assets.
  humanURL: https://docs.allocations.com
  baseURL: https://api.allocations.com
  tags:
  - Assets
  properties:
  - type: OpenAPI
    url: openapi/allocations-assets-api-openapi.yml
- aid: allocations:allocations-banking-api
  name: Allocations Banking API
  description: Currency storage and movement
  humanURL: https://docs.allocations.com
  baseURL: https://api.allocations.com
  tags:
  - Banking
  properties:
  - type: OpenAPI
    url: openapi/allocations-banking-api-openapi.yml
- aid: allocations:allocations-closes-api
  name: Allocations Closes API
  description: The Closes API from Allocations — 3 operation(s) for closes.
  humanURL: https://docs.allocations.com
  baseURL: https://api.allocations.com
  tags:
  - Closes
  properties:
  - type: OpenAPI
    url: openapi/allocations-closes-api-openapi.yml
- aid: allocations:allocations-deals-api
  name: Allocations Deals API
  description: SPVs and Funds
  humanURL: https://docs.allocations.com
  baseURL: https://api.allocations.com
  tags:
  - Deals
  properties:
  - type: OpenAPI
    url: openapi/allocations-deals-api-openapi.yml
- aid: allocations:allocations-distributions-api
  name: Allocations Distributions API
  description: The Distributions API from Allocations — 3 operation(s) for distributions.
  humanURL: https://docs.allocations.com
  baseURL: https://api.allocations.com
  tags:
  - Distributions
  properties:
  - type: OpenAPI
    url: openapi/allocations-distributions-api-openapi.yml
- aid: allocations:allocations-distributionsinvestments-api
  name: Allocations Distributions Investments API
  description: The DistributionsInvestments API from Allocations — 2 operation(s) for distributionsinvestments.
  humanURL: https://docs.allocations.com
  baseURL: https://api.allocations.com
  tags:
  - DistributionsInvestments
  properties:
  - type: OpenAPI
    url: openapi/allocations-distributionsinvestments-api-openapi.yml
- aid: allocations:allocations-documents-api
  name: Allocations Documents API
  description: Document Generation and Storage
  humanURL: https://docs.allocations.com
  baseURL: https://api.allocations.com
  tags:
  - Documents
  properties:
  - type: OpenAPI
    url: openapi/allocations-documents-api-openapi.yml
- aid: allocations:allocations-entities-api
  name: Allocations Entities API
  description: Legal Structures for SPVs and Funds
  humanURL: https://docs.allocations.com
  baseURL: https://api.allocations.com
  tags:
  - Entities
  properties:
  - type: OpenAPI
    url: openapi/allocations-entities-api-openapi.yml
- aid: allocations:allocations-files-api
  name: Allocations Files API
  description: File Storage and Retrieval
  humanURL: https://docs.allocations.com
  baseURL: https://api.allocations.com
  tags:
  - File
  tags_raw:
  - Files
  properties:
  - type: OpenAPI
    url: openapi/allocations-files-api-openapi.yml
- aid: allocations:allocations-identities-api
  name: Allocations Identities API
  description: Representations of Individuals and Corporations
  humanURL: https://docs.allocations.com
  baseURL: https://api.allocations.com
  tags:
  - Identities
  properties:
  - type: OpenAPI
    url: openapi/allocations-identities-api-openapi.yml
- aid: allocations:allocations-investments-api
  name: Allocations Investments API
  description: Investment details
  humanURL: https://docs.allocations.com
  baseURL: https://api.allocations.com
  tags:
  - Investment
  tags_raw:
  - Investments
  properties:
  - type: OpenAPI
    url: openapi/allocations-investments-api-openapi.yml
- aid: allocations:allocations-ledger-api
  name: Allocations Ledger API
  description: The Ledger API from Allocations — 11 operation(s) for ledger.
  humanURL: https://docs.allocations.com
  baseURL: https://api.allocations.com
  tags:
  - Ledger
  properties:
  - type: OpenAPI
    url: openapi/allocations-ledger-api-openapi.yml
- aid: allocations:allocations-notifications-api
  name: Allocations Notifications API
  description: Call-to-actions and informational data
  humanURL: https://docs.allocations.com
  baseURL: https://api.allocations.com
  tags:
  - Notification
  tags_raw:
  - Notifications
  properties:
  - type: OpenAPI
    url: openapi/allocations-notifications-api-openapi.yml
- aid: allocations:allocations-organizations-api
  name: Allocations Organizations API
  description: Client Information and Account Grouping
  humanURL: https://docs.allocations.com
  baseURL: https://api.allocations.com
  tags:
  - Organization
  tags_raw:
  - Organizations
  properties:
  - type: OpenAPI
    url: openapi/allocations-organizations-api-openapi.yml
- aid: allocations:allocations-providers-api
  name: Allocations Providers API
  description: The Providers API from Allocations — 3 operation(s) for providers.
  humanURL: https://docs.allocations.com
  baseURL: https://api.allocations.com
  tags:
  - Providers
  properties:
  - type: OpenAPI
    url: openapi/allocations-providers-api-openapi.yml
- aid: allocations:allocations-static-references-api
  name: Allocations Static References API
  description: Standard Data References to be used with other objects
  humanURL: https://docs.allocations.com
  baseURL: https://api.allocations.com
  tags:
  - Static References
  properties:
  - type: OpenAPI
    url: openapi/allocations-static-references-api-openapi.yml
- aid: allocations:allocations-support-tickets-api
  name: Allocations Support Tickets API
  description: Engage the Allocations support team
  humanURL: https://docs.allocations.com
  baseURL: https://api.allocations.com
  tags:
  - Support Tickets
  properties:
  - type: OpenAPI
    url: openapi/allocations-support-tickets-api-openapi.yml
- aid: allocations:allocations-taxes-api
  name: Allocations Taxes API
  description: Deal and Entity related taxes
  humanURL: https://docs.allocations.com
  baseURL: https://api.allocations.com
  tags:
  - Tax
  tags_raw:
  - Taxes
  properties:
  - type: OpenAPI
    url: openapi/allocations-taxes-api-openapi.yml
- aid: allocations:allocations-transfer-requests-api
  name: Allocations Transfer Requests API
  description: The Transfer Requests API from Allocations — 5 operation(s) for transfer requests.
  humanURL: https://docs.allocations.com
  baseURL: https://api.allocations.com
  tags:
  - TransferRequests
  tags_raw:
  - Transfer Requests
  properties:
  - type: OpenAPI
    url: openapi/allocations-transfer-requests-api-openapi.yml
- aid: allocations:allocations-transferinformation-api
  name: Allocations Transfer Information API
  description: The TransferInformation API from Allocations — 3 operation(s) for transferinformation.
  humanURL: https://docs.allocations.com
  baseURL: https://api.allocations.com
  tags:
  - TransferInformation
  properties:
  - type: OpenAPI
    url: openapi/allocations-transferinformation-api-openapi.yml
- aid: allocations:allocations-xeroauthcontroller-api
  name: Allocations Xero Auth Controller API
  description: The XeroAuthController API from Allocations — 5 operation(s) for xeroauthcontroller.
  humanURL: https://docs.allocations.com
  baseURL: https://api.allocations.com
  tags:
  - XeroAuthController
  properties:
  - type: OpenAPI
    url: openapi/allocations-xeroauthcontroller-api-openapi.yml
- aid: allocations:allocations-xeroinvoicescontroller-api
  name: Allocations Xero Invoices Controller API
  description: The XeroInvoicesController API from Allocations — 7 operation(s) for xeroinvoicescontroller.
  humanURL: https://docs.allocations.com
  baseURL: https://api.allocations.com
  tags:
  - XeroInvoicesController
  properties:
  - type: OpenAPI
    url: openapi/allocations-xeroinvoicescontroller-api-openapi.yml
x-enrichment:
  date: '2026-10-05'
  status: enriched
  artifacts_added: 25
  pass: modular-v1
  engine: identity=local,contract=local,surfaces=local,docs=local,regulatory=local

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