Managing Director / Senior Director, Investments & Research

Our Mission

We founded Allocate with the simple mission of making investing in top-tier private alternatives within the technology sector more accessible for a broader set of investors. We believe that the mark of healthy and efficient markets requires the financial inclusion of all qualified market participants. However, despite significant demand, investing in private technology-focused alternatives is more complex than ever as discovery, investment diligence and selection, access, and deal execution all serve as substantial roadblocks.

With Allocate, investors can find, invest, and track highly vetted opportunities through our turnkey digital platform in a single easy-to-use interface.

Our Core Values

Providing our clients with a world-class experience is our number one priority. Our customers are both the investors on our platform and the investment firms we partner with. We obsessively search for ways to improve the experience for our clients and partners.

We constantly question the status quo to determine the best way to get things done. We push ourselves to be the best versions of ourselves on a daily basis, because we know that will help us deliver the best solutions to our clients.

Our Culture

• Meritocracy, not politics : We place the utmost value on results and contributions to driving towards our goal.
• Civil discourse is embraced : We embrace having a diverse team with different backgrounds and believe that open, intellectually curious dialogue and debate are required to consistently arrive at the best decisions.

Benefits we offer

We are committed to providing a great experience for our team members. For more information about our company and benefits, please visit our website.

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