Allocate

Allocate is a technology-driven platform that aims to simplify and democratize access to private markets, specifically in the venture capital space. They offer a comprehensive suite of services and tools for wealth advisory firms, family offices, and individual investors seeking to diversify their portfolios and invest in high-growth, innovation-driven companies. Allocate provides curated deal flow, robust due diligence and analytics, personalized portfolio management solutions, and a user-friendly platform to manage investments.

Beyond providing investment access, Allocate is committed to fostering a community of investors. They offer a range of educational resources, including webinars, articles, and a podcast, to equip investors with the knowledge and expertise they need to navigate the complex world of private markets. They also organize exclusive events that bring together investors, fund managers, and industry experts to share knowledge, forge connections, and drive innovation.

Allocate offers a flexible work environment, which includes the ability to work remotely for many positions. While some roles are based in Menlo Park, CA, many engineering and product roles are fully remote, allowing employees to work from anywhere. This flexibility emphasizes Allocate's commitment to work-life balance and attracting top talent regardless of location.

Allocate offers a comprehensive benefits package designed to support its employees' well-being and work-life balance. These benefits include comprehensive health, dental, and vision plans, parental and family leave, responsible time off (RTO), a flexible work environment, and team off-sites. These benefits demonstrate Allocate's commitment to creating a supportive and rewarding work environment for its employees.

Allocate is a technology-driven platform that simplifies and democratizes access to private market investing, particularly in the technology sector. Their mission is to break down barriers for investors by offering a comprehensive suite of services and tools to empower responsible and efficient investing in private alternatives, making sophisticated alternatives investing a reality for all qualified investors. Allocate believes in financial inclusion and strives to bridge the gap between investors and the ever-evolving innovation economy.

Allocate fosters a culture of curiosity and continuous improvement, where challenging the status quo is encouraged and employees are rewarded based on merit. They prioritize customer service and strive to create a world-class experience for both investors and partner firms. They value diversity and promote open dialogue and debate, believing that a variety of perspectives are crucial to making sound decisions.

Allocate believes in a diverse and inclusive work environment where individuals are valued and respected for their unique backgrounds, perspectives, and contributions. They embrace civil discourse and encourage open dialogue among their team members, fostering a culture of respect and collaboration. Their commitment to meritocracy ensures that all employees are judged based on their work and results, regardless of their personal characteristics. By valuing diverse perspectives and promoting inclusivity, Allocate aims to create a dynamic and thriving work environment that attracts and retains top talent.