SPV vs Fund vs Syndicate: Which Is Right for Your Deal

When structuring private investments, understanding the difference between an SPV, a fund, and a syndicate is key. Each structure offers distinct advantages based on deal size, investor type, and goals. Platforms like Allocations simplify these distinctions by allowing sponsors to choose and set up the best structure for their investment.
An SPV (Special Purpose Vehicle) is typically used for single-deal investments, offering transparency and limited liability. A fund, on the other hand, pools capital for multiple deals under a unified strategy, often requiring more regulation and ongoing management. A syndicate acts as a middle ground, where investors participate in specific deals but under one organizer.
Allocations provides automated workflows for all three structures, supporting compliance, SPV fund administration, and investor onboarding. Sponsors using Allocations can compare fees, carry, and reporting requirements easily before choosing.
By leveraging Allocations, fund managers and angel investors ensure that each vehicle is set up efficiently, compliant with Form D and Blue Sky laws, and optimized for investor trust.
To determine which structure best fits your next investment deal, visit allocations.com