Build and scale institutional-quality private markets programs with curated investments, turnkey feeder solutions, and unified portfolio reporting.
Already a member? Log in
Launch firm-sponsored private market vehicles without the operational hassle.
Comprehensive private market portfolio data and documents in one centralized place, aggregated across diverse sources – with AI-assisted insights, summaries, and workflow tools designed to support operational processes.
Access institutional-quality opportunities across venture capital, growth equity, buyout, and private credit – built on Allocate’s network of 1,500+ fund managers.
Manual workflows, fragmented systems, and operational overhead make it difficult to scale.
Investment discovery, analysis, and getting privileged access is time-consuming and expensive.
Setting up feeder funds, managing subscriptions, and coordinating capital calls, tax reporting, and financials requires significant resources.
Portfolio tracking is fragmented – dispersed data across fund portals prevents real-time visibility of a client’s entire portfolio.
Managing client subscriptions and compliance docs across multiple systems creates inefficiency, and results in less time with clients.
Spend more time with clients. Provide high-quality private market exposure for clients while keeping your back office lean.
AI extracts fund data and builds comparisons in minutes.
White-labeled vehicles handle end-to-end feeder setup. Leave formation, admin, and LP reporting to us.
Unified, holistic reporting for clients. Our technology integrates with major third-party reporting systems.
Allocate is a one-stop solution where data, client subscription workflows, and tracking live in a single source of truth.
These statements are testimonial provided by current clients of Allocate. The clients were not compensated for this testimonial. The clients’ experience may not be representative of the experience of other clients and is not a guarantee of future performance or success.
AI-assisted diligence, investment discovery, and access
Subscription processing and tracking, client reporting management, and simplified feeder fund creation
Client reporting and advisor education to streamline portfolio tracking and investment insights
Secure portal to view holdings and documents
Our solution integrates into existing client reporting systems – designed to minimize disruption and operational lift.
Launch firm white-labeled private market vehickles while minimizing operational hassle. Solutions can be launched in as little as 30 days.
Your firm retains full control over investment strategy, decision-making, and client relationships – Allocate supports back-office operations.
Ongoing fund administration and compliance support
Streamlined fund formation and legal document workflows
.avif)
Treasury management
Centralized reporting
Allocate automatically ingests documents, extracts data, and delivers real-time consolidated reporting integrated with your wealth platform. Stop logging into multiple fund portals.
FOR ADVISORS
Answer client questions immediately instead of hunting through portals
FOR BACK OFFICE
Track cash activity and performance automatically instead of manually updating reporting systems
AI-powered data extraction from fund reports
Automated document ingestion (capital calls, NAV statements, K-1s)
.avif)
Role-based access for advisors, operations, and clients
.avif)
Real-time portfolio consolidation across private investments
Access institutional-quality opportunities across venture capital, growth equity, buyout, and private credit – powered by relationships with 1,500+ asset managers.
AI-powered evaluation tools for faster analysis
Curated opportunities with structured diligence already complete
Digital subscription and reporting infrastructure
Institutional minimums and terms negotiated at the platform level
Allocate delivers three integrated products: Fund Solutions (white-labeled feeder vehicle infrastructure), Insights (AI-powered portfolio intelligence), and Curated opportunities (vetted access to investment opportunities for clients at low minimums). Together, these enable firms to launch and scale institutional-grade private markets programs.
Wealth advisory firms, private banks, and multi-family offices who are managing sophisticated private markets programs. The platform serves investment teams (diligence and oversight), advisors (client allocation and delivery), operations teams (administration and compliance), and end clients (portfolio access and reporting).
No. Allocate integrates with most major reporting systems. The platform coordinates private markets workflows while preserving existing platforms.
Automated intelligence handles document ingestion, data extraction from fund reports, portfolio consolidation, and diligence structuring. Investment teams retain full decision authority – AI eliminates many manual operational work, not investment judgment.
No. Firms may access curated opportunities through Allocate's 1,500+ fund manager relationships (as of 2/1/2026), integrate existing fund relationships, or launch custom Fund Solutions vehicles. The infrastructure operates consistently across all three approaches.
SOC 2 Type II certified with role-based permissions, comprehensive audit trails, and enterprise-grade controls designed for regulated RIA environments. The platform includes built-in compliance documentation for all transactions and holdings.
Allocate serves wealth advisory firms from $500M to $50B+ in AUM. The platform scales with program growth – firms typically start with one product (Fund Solutions, Insights, or curated opportunties) and expand as their private markets programs mature.
