Allocate
Digital platform routing wealth-manager capital into venture funds.
Emerging Manager ProgramsProgramUnited States
Target market
Venture funds raising from RIAs and family offices
Geography
United States
Overview
Allocate, co-founded in 2021 by longtime venture banker Samir Kaji and Hana Yang, is a technology platform that gives RIAs, family offices and other private-wealth investors curated, diligenced access to venture funds and co-investments — with feeder vehicles and back-office administration handled. For GPs, it aggregates a fragmented LP channel that is otherwise expensive to reach check by check.
Key facts
- Co-founded 2021 by Samir Kaji (two decades in venture banking) and Hana Yang
- Curates and diligences funds before they reach the platform
- Aggregates RIA and family-office checks into single LP positions
- Kaji hosts the Venture Unlocked podcast on fund management