We founded Allocate with the simple mission of making investing in top-tier private alternatives within the technology sector more accessible for a broader set of investors.
We believe that the mark of healthy and efficient markets requires the financial inclusion of all qualified market participants.
However, despite significant demand, investing in private technology-focused alternatives is more complex than ever as discovery, investment diligence and selection, access, and deal execution all serve as substantial roadblocks.
With Allocate, investors can find, invest (through Allocate SPV feeders), and track highly vetted opportunities through our turnkey digital platform in a single easy-to-use interface.
“Customer service shouldn’t be a department. It should be the whole company.” Our customers are both the investors on our platform and the investment firms we partner with. We obsessively search for ways to improve the experience for our clients and partners. We live this on a daily basis, starting with extraordinary response times and proactive problem solving to helpful feedback and thought leadership.
“Because we’ve always done it this way” isn’t a phrase we use. We constantly question the status quo to determine the best way to get things done, rather than detailing all the reasons why an idea may not work.
“Good enough isn’t.” We push ourselves to be the best versions of ourselves on a daily basis, because we know that will help us deliver the best solutions to our clients.
“People should be judged on their work and results, not superficial qualities.” We are a young company with an audacious goal to change the investment landscape. We place the utmost value on results and contributions to driving towards that goal. It’s about what you do and we reward our team based on merit.
"We have to be able to disagree without being disagreeable." We embrace having a diverse team with different backgrounds and believe that open, intellectually curious dialogue and debate are required to consistently arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is to always get the right answer collectively.
