FAMILY OFFICES

Your co-pilot in alternatives investing

We strongly believe that all investors, irrespective of their scale, should have equal advantages as large institutions when investing in private markets. We simplify the process for family offices and individual investors to construct and optimize world-class portfolios within the growing private innovation economy.

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Opportunity Curation

Discover unique investment opportunities, designed to cater to the discerning needs of family offices and high net worth investors. Our platform offers access to a select range of alternative investments, ensuring a strategic approach to portfolio diversification and growth.

Advisory Solutions

With our strategic advisory solutions, a dedicated account team will tailor investment opportunities to your unique profile, considering your specific requirements for return, risk and liquidity. Using a bespoke portfolio approach, we ensure that each investment opportunity aligns with your individual investment strategy and financial objectives.

Portfolio Management Tools

Gain better visibility into your portfolio by managing your entire private portfolio. Our platform is designed to integrate and analyze all of your private investments, offering insightful analytics and data, and consolidation of your documents.

What We Do

Curated Deal Flow

Allocate grants access to a heavily curated selection of alternatives and direct co-investment opportunities. This allows you to discover high-quality deal flow and broaden your range of assets and co-investments without the limitations of high minimums or access.

Diligence & Analytics

Allocate equips investors with institutional diligence and analytics, tailored to aid you in evaluating potential risk and return for each investment opportunity. Our proprietary analytics platform simplifies quantitative diligence of opportunities by eliminating the countless hours investors spend sifting through data in PDFs and spreadsheets.

Customized Portfolio Management

Allocate offers personalized solutions to demystify portfolio construction and management. We work closely with you to evaluate your current portfolio, cash flow needs, and overall objectives, ensuring the creation of a well-balanced portfolio tailored to your specific needs.

Enterprise Technology

Allocate offers enterprise-level information security. You can trust that your investments, reporting and information are managed with the utmost professionalism and care.

Insights & Network

We equip you with crucial insights through educational webinars, written content and events, ensuring you build the necessary expertise and networks to succeed in venture capital investing.