Key facts
- Allocate’s last known valuation is $150.0M (Aug 2025).
- 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).
Leadership
- Austen McGregorSenior Director of Client Solutions and Strategy
- Hana YangCo-Founder & CXO
- Jeremy CaronVice President of Engineering
- Matt GittlitzChief Product Officer
- ·Post-money valuations for all 2 rounds
- ·The complete investor list — 33 names
- ·Watchlist + deal alerts for Allocate
Funding rounds
2 roundsAbout 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)
Allocate doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Allocate shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Allocate in its N-PORT filings yet. We sweep new filings monthly.