Allocate

About Allocate

Allocate is a digital investment platform focused on the private markets, founded in 2021 by Samir Kaji and Hana Yang. It functions as an operating system for wealth advisors, family offices, and other qualified investors to build and manage private investment portfolios. The company provides access to curated venture capital, private equity, and private credit investment opportunities, which are vetted by an internal investment team that reviews 500 to 700 managers annually, ultimately selecting only 20 to 30 for the platform.

The platform's business model is centered on providing a comprehensive suite of services that streamline the entire investment process. This includes tools for discovery, due diligence, subscription, and post-investment management, such as capital calls and reporting, through a single interface. Allocate aggregates investor demand into feeder vehicles, which allows for lower investment minimums and enables clients to build more diversified portfolios. For fund managers, the platform offers an efficient channel to access a fragmented private wealth market without the administrative burden of handling numerous small investments.

Co-founder and CEO Samir Kaji has an extensive background in venture banking, having spent nearly 22 years at Silicon Valley Bank and First Republic Bank, where he advised over 700 private equity and venture capital firms. Co-founder Hana Yang also comes from First Republic Bank, where she was a Managing Director in the venture and technology division and worked with over 350 emerging VC firms. This founding team's deep industry experience and network are central to Allocate's value proposition of providing access to high-quality, often hard-to-reach funds.

Since its launch, Allocate has expanded its offerings and secured significant funding, including a $30.5M Series B round in September 2025, bringing its total capital raised to $64M. The company plans to use the capital to further develop its AI-driven investment management and workflow automation capabilities. As of September 2025, the platform had over $2.5 billion in assets and served more than 1,200 wealth advisory firms and family offices.