Founded by Samir Kaji and Hana Yang in 2021, Allocate is an end-to-end platform that provides qualified investors with a streamlined way to discover, diligence, and access top fund manager strategies. The platform is specifically designed for advisors to easily implement private technology-focused products without the friction associated with sourcing and accessing the most promising funds.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 05/04/22 | $15,300,000 | Series A |
Anthemis Group Basis Set Ventures Bedrock Capital Broadhaven Ventures Fika Ventures Intera Capital M13  Signal Fire Tusk Venture Partners Urban Innovation Fund | undisclosed |
| 09/21/23 | $10,000,000 | Venture |
Gopher Asset Management Intera Investments M13 Ventures | undisclosed |
