About Allocate
Allocate provides an intelligent operating system for private market investing, equipping wealth advisory firms and institutional family offices with modern infrastructure to source, build, and manage high-quality private portfolios with one modern technology interface. The company's platform leverages AI-driven investment management, comprehensive administration, and personalized access to opportunities at reduced minimums, making private market investing more efficient, transparent, and responsible. The platform supports intelligent curation, real-time tracking, and provides personalized infrastructure—allowing users to launch custom-branded funds, centralize portfolio data, and discover premium private market opportunities.
Open positions (2)
Company details
Funding
Total raised
$64M
Last stage
Series B
Investors
Founders
Samir Kaji
Spent nearly 22 years in venture banking at SVB and First Republic Bank, advising over 700 venture capital and private equity firms before co-founding Allocate in 2021.
LinkedInHana Yang
Former Managing Director at First Republic Bank's Venture & Technology vertical, founder of the Women In Venture initiative, and Kauffman Fellow (Class 20).
LinkedInWhat happens next.
No applications, no recruiter spam. Just the intro.
Confirm the fit
A few questions to make sure this role is the right shape for you. Two minutes.
I pitch you to the company
I write the intro, send it to the founder, and handle the back-and-forth.
A meeting lands on your calendar
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.