Allocate

We are excited to introduce "Allocate LP Day" at this year's Beyond Summit, an exclusive gathering for leading LPs to connect, learn and exchange insights on what's top of mind in 2025! From liquidity planning to co-investment strategy and the evolving macro environment, our LP breakouts will go beyond surface-level updates to offer real dialogue, benchmarks, and actionable insights across five key themes: 🔓 Unlocking Liquidity – The latest in secondaries, continuation vehicles, and flexible exit pathways. 🌍 Global Macro – Navigating inflation, geopolitics, and capital flows reshaping private markets. 🏛 The Future of Private Wealth – How RIAs, family offices, and institutions are adapting to structural shifts and investor expectations. 📊 Beyond Traditional Portfolios – Reframing asset allocation and construction for the private market era. 🤝 Strategic Co-Investing – Building exposure and alignment through thoughtful co-investment design and diligence. These sessions offer an off-the-record space to learn from peers and sharpen strategy in a rapidly shifting landscape. A big thank you to Cameron Dawson, CFA of NewEdge Wealth, Carter Reum of M13, Gaurav Mathur of Pinegrove Venture Partners, John Imbriglia of Crowd Street, Mark Suster of Upfront Ventures, and Rebecca Carland for joining us and leading the charge in these conversations. We look forward to hosting you all! The Allocate Team, Samir Kaji, Hana Yang, Austen McGregor, Peter Epstein, Ace Clarke-Fisher, CIMA®, Nic Millikan, CFA, CAIA, Camila Orozco Gil, Carly Chan, Matthew Choi #BeyondSummitbyAllocate #AllocateLPDay #PrivateMarkets #VentureCapital #FamilyOffice #InstitutionalInvestors #AssetAllocation #LiquidityPlanning #CoInvesting #Macroeconomics

🚀 We're hiring at Allocate — and growing across every team! As we continue building the enablement engine for private markets, we’re looking for intellectually curious, mission-driven teammates to join us. From engineering and design to client advisory and investment research, there's a role for those passionate about shaping the future of wealth! 📍 Open roles include: Engineering - data, devOps, front/back-end (Remote) Design/UX (Remote) Relationship Management - wealth/RIA channel (Menlo Park or NYC) Investments & Research (Menlo Park) Company Operations (Menlo Park or NYC) Come build with us! Samir Kaji, Hana Yang, Jeremy Caron, Matt Gittlitz, Sarith Demuni, Andrew Alger, Austen McGregor, Peter Epstein, Nic Millikan, CFA, CAIA, Matthew Choi Explore our open positions and apply through our website link, found in the comments below. #hiring #startups #venturecapital #privateequity #fintech #productjobs #engineeringjobs #designjobs #allocateteam

The Allocate team recently hosted Crowd Street's Anna-Marie Allander Lieb and David Govshtein in our podcast (episode link found in comments below) as the pair discussed their platform's transformative journey in providing commercial real estate investing opportunities for accredited investors. Born from the 2012 JOBS Act, Crowd Street has grown from a novel concept to a robust platform deploying $4.5 billion across 800 transactions, with a unique $25,000 minimum investment that provides access to institutional-quality deals. The conversation explored the platform's evolution, rigorous deal screening process, insights into various real estate sectors, and the impact of changing economic conditions. With over 300,000 members, Crowd Street is now expanding beyond commercial real estate into other alternative investments like private credit and private equity, positioning itself as a comprehensive private market investing platform that empowers accredited investors with sophisticated investment opportunities. #privatemarkets #innovation #alternatives #realestate #wealthmanagement

We're 5 weeks away from #BeyondSummit2025 - and the energy is building! We’re thrilled to spotlight this year’s Featured GPs - a powerhouse group shaping the future of private markets. From emerging managers to seasoned leaders, these are the people driving bold ideas and big outcomes. From industry-shaping conversations to deep connections, this year’s summit is shaping up to be our biggest yet. We look forward to the dialogue ahead! Samir Kaji, Hana Yang, Austen McGregor, Peter Epstein, Nic Millikan, CFA, CAIA, Camila Orozco Gil, Josh Garcia, Ben Weintraub, Nassar Omar, Ace Clarke-Fisher, CIMA®, Carly Chan

From Niche to Necessity: Private Real Estate's New Era Private market access has evolved. Ten years ago, making a small-ticket investment (a five-digit commitment) into institutional-quality real estate was rare. Today, it’s possible, and more accredited investors are exploring how to make it part of their broader portfolios. In our latest Allocate Podcast episode, Crowd Street's David Govshtein and Anna-Marie Allander Lieb talk through: • The evolution of the platform since the JOBS Act • What they’re hearing from investors about alternative asset demand • Why education and transparency are critical in the next wave of private market investing 🎧 Tune in to hear how Crowd Street is positioning itself as a destination for accredited investors seeking institutional exposure. #AccreditedInvestors #AlternativeInvesting #AllocatePodcast #PrivateMarkets

John McArthur, CIMA®, Senior Partner and CIO at Krilogy recently joined Allocate Podcast to share his perspectives on how wealth management is being reshaped by technology, client expectations, and private market access. We covered: 🔹 Why private markets are no longer optional 🔹 The operational evolution needed to deliver alternatives at scale 🔹 How AI is accelerating advisor productivity 🔹 Building durable client relationships in a hyper-competitive landscape 🎧 Listen now to gain a front-row seat to the future of wealth management. Link to Allocate Pod Substack can be found in the comments below. Ace Clarke-Fisher, CIMA®Austen McGregor Peter Epstein Samir Kaji #WealthManagement #PrivateMarkets #RIA #FinancialAdvisors #Alternatives #AIinFinance #Innovation #AllocatePodcast

March gave us a front-row seat to the evolving shape of private markets. From investor dinners to masterclasses, one theme kept surfacing: LPs and GPs alike are adapting to a new set of realities—ones that demand sharper focus, tighter alignment, and smarter structures. Across hundreds of conversations this month, 5 key insights emerged: 🔹 AI is shifting capital needs Efficiency is up, but so is churn. What looks like ARR may just be "Annual Curiosity Revenue." Sustainable growth still takes real capital—and smarter deployment. 🔹 Liquidity remains a structural tension point The 10-year fund model continues to clash with company timelines. Innovation is rising—continuation funds, secondaries, and reserve strategies are all in sharper focus. 🔹 SPVs are back—but so is LP discipline From stacked carry to adverse selection, LPs are digging deeper. The smartest questions start with incentives and alignment. 🔹 The private market stack is growing up Allocate crossed $1B in AUM/AUA this month—driven by the demand for institutional-grade infrastructure that simplifies discovery, diligence, and allocation. 🔹 LPs are evolving—fast Whether at AltsLA or around the dinner table, one thing is clear: LPs are becoming more agile, informed, and tech-enabled as public and private markets converge. As we head into Q2, the pace is only picking up. We’re proud to be building alongside a community that’s rewriting the playbook with discipline, creativity, and conviction. #PrivateMarkets #VentureCapital #FamilyOffices #WealthManagement #AllocateInsights

📣 Announcing the latest 2025 Allocate LP Day & Beyond Summit Speakers We're honored to welcome a distinguished group of leaders who are driving innovation across venture capital, technology, and private markets this May! 🔹 Aydin Senkut, Founder & Partner at Felicis – consistently delivering in venture 🔹 Cameron Dawson, CFA, CIO at NewEdge Wealth – bringing clarity to complex macro environments 🔹 Elizabeth Weil, Founder & Partner at Scribble Ventures – early-stage operator turned investor 🔹 Eurie Kim, Managing Partner at Forerunner – investing at the intersection of culture and commerce 🔹 Kevin Weil, Chief Product Officer at OpenAI – shaping the future of applied artificial intelligence 🔹 Mamoon Hamid, Partner at Kleiner Perkins – backer of transformative technology companies 🔹 Mike Maples, Jr., Co-Founding Partner at Floodgate – legendary investor and visionary storyteller 🔹 Rebecca Carland, Former CIO at Builders Asset Management – connecting institutional rigor with emerging talent 🔹 Santi Subotovsky, General Partner at Emergence Capital – early investor in Zoom and leading SaaS thinker Each speaker brings a distinct lens and depth of experience to the conversations that will define #BeyondSummit2025 — a gathering designed for LPs, GPs, and ecosystem leaders committed to shaping what’s next in private markets. We look forward to the dialogue ahead! Warmly, The Allocate Team Samir Kaji, Hana Yang, Austen McGregor, Peter Epstein, Nic Millikan, CFA, CAIA, Camila Orozco Gil, Josh Garcia, Ben Weintraub, Nassar Omar, Ace Clarke-Fisher, CIMA®, Carly Chan

🌎✨ Big conversations in Miami today! Allocate and Endeavor came together to host an intimate gathering alongside the VC LatAm Summit — uniting a global community of family office investors, venture leaders, and entrepreneurs shaping the next wave of innovation across Latin America and beyond. From cross-border investment strategies and innovation in the private markets to building enduring ecosystems, the energy in the room reflected what’s possible when long-term capital and local visionaries collaborate with intention. Grateful for the partnership and momentum! #VCLatAmSummit #VentureCapital #GlobalInnovation #PrivateMarkets

🎙️ New Episode Alert: Beyond Public Markets On this Allocate Podcast eposide, CEO and host Samir Kaji sits down with John McArthur, CIMA®, Senior Partner and CIO at Krilogy, to explore how wealth management is being reshaped by technology, client expectations, and private market access. From his early days in the wirehouse world to building Krilogy into a forward-thinking independent RIA, John shares his perspective on: 🔹 Why private markets are no longer optional 🔹 The operational evolution needed to deliver alternatives at scale 🔹 How AI is accelerating advisor productivity 🔹 Building durable client relationships in a hyper-competitive landscape 💡 “To stay ahead, you have to compete in private markets—for access, for alpha, for opportunity.” 🎧 Listen now to gain a front-row seat to the future of wealth management. Link to Allocate Pod Substack can be found in the comments below. #WealthManagement #PrivateMarkets #RIA #FinancialAdvisors #Alternatives #AIinFinance #AllocatePodcast