Allocate vs bunch
Allocate
allocate.co
bunch
bunch.capitalSide by side
| Figure | Allocate | bunch |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 1 | 1 |
| Spec score · Fund Administration Software | 7.6 (#12) | 7.6 (#14) |
| Founded | 2021 | 2021 |
| Integrations | Allocate says it integrates with major third-party wealth reporting systems but does not name them on the page opened. | bunch describes built-in bank integrations for bulk payments and automatic reconciliation across LPs. |
| Purpose | Allocate provides infrastructure for wealth advisors and asset managers to manage private markets investing, including investment access, fund vehicles, subscriptions, and portfolio operations. | bunch combines secure data infrastructure, AI-powered workflows, and expert fund services for modern fund managers. |
| Support | The contact page says a team member responds to inquiries and offers a 30-minute introductory call followed by a platform walkthrough tailored to the firm. | Fund administration includes dedicated key account managers, fund accountants, and specialists working within the bunch environment. |
| Who it serves | The platform is for wealth advisory firms, including RIAs, and asset managers seeking to engage the wealth channel. | The pricing page describes offerings for fund managers, private investors, venture capital and private equity. |
Plans
In their own words
bunch
bunch is a web-based system for private markets combining secure data infrastructure, AI-powered workflows and fund services. Fund managers can set up and manage funds digitally from idea through distribution. Its investor portal handles communications, capital calls and digital limited-partner workflows. Fund accounting and reporting supports customizable, white-labelled investor reports plus integrated tax and audit workflows. Treasury features include transaction monitoring, payment tracking and distributions to more than 100 investors at once. Built-in bank integrations support bulk payments, automatic reconciliation across LPs and connections to external accounts. Compliance workflows cover KYC, AML, FATCA and CRS with jurisdiction-specific filing structures. The platform supports capital account tracking, NAV workflows and capital calls. Calls, payments and confirmations are traceable through audit trails aligned to CSSF, FCA and BaFin expectations, and the site displays an ISO 27001 Information Security Management badge. Fund Admin Services include dedicated key account managers, fund accountants and specialists. bunch serves fund managers, private investors, venture capital and private equity.