Allocate key facts
as of Oct 2026- Developer of a digital financial platform designed to optimize venture capital investing.
- Allocate is valued at approximately $150.0M as of Oct 2026, set at its early-stage round, Aug 2025; nothing has traded since, per PrivateMarketView’s mark.
- It has raised $61.1M across 2 recorded rounds; the latest was Early Stage VC ($43.1M) in Aug 2025.
- Notable investors include Andreessen Horowitz, FJ Labs, Liquid 2 Ventures, Realm Capital Ventures, SignalFire — 33 tracked in total.
- Allocate has filed 2 Form Ds with the SEC since 2022, most recently Sep 2025 ($43.1M sold to 72 investors).
- Status: Privately Held (backing).
Valued at $150.0M at its early-stage round, Aug 2025. Nothing has traded since.
- ·The complete investor list: 33 names
- ·Everyone on the team, board and advisors included
- ·Watch Allocate: the Monday email on marks, rounds and moves
Allocate funding rounds
2 roundsAllocate leadership
- Austen McGregorSenior Director of Client Solutions and Strategy
- Hana YangCo-Founder & CXO
- Jeremy CaronVice President of Engineering
- Matt GittlitzChief Product Officer
Who backs Allocate
33+Membership and data by Private Market View
Allocate valuation
Allocate was valued at $150 million at its early-stage round in Aug 2025. That is the last priced event on record: no secondary trade or institutional fund mark has moved the figure since.
How much has Allocate raised?
Allocate has raised $61.1 million across 2 recorded rounds since 2022. The largest was a $43.1 million early-stage round in Aug 2025.
Allocate has filed 2 Form Ds with the SEC since 2022, most recently in Sep 2025 ($43.1 million sold to 72 investors).
Allocate investors
33 investors are on record for Allocate, including Andreessen Horowitz, FJ Labs, Liquid 2 Ventures and Realm Capital Ventures. By type, the record holds 14 venture capital firms and 1 asset manager. The early-stage round in Aug 2025 drew 72 investors.
Who runs Allocate
8 people are listed on the Allocate team: 8 executives, including Hana Yang (Co-Founder) and Samir Kaji (Co-Founder). 8 of them have a verified direct contact on file.
About Allocate
Developer of a digital financial platform designed to optimize venture capital investing. The company's platform permits limited partners to efficiently discover and access compelling institutional-quality fund opportunities, enabling fund managers to efficiently access retail capital without the hassle of managing smaller checks or the inefficiency of traditional retail fundraising.
- Sector
- Information Technology
- HQ
- Palo Alto, CA, United States
- Founded
- 2021
- Employees
- 82
- Website
- allocate.co/
- Ownership
- Privately Held (backing)
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