Fundraising Fox
Allocate Holdings
Palo Alto, US · Founded 2021 · 28 known investors
Find your way into Allocate Holdings
Sign up to see every warm intro you have to Allocate Holdings
- Paths you didn't know you had: your email and LinkedIn already hold routes to the Allocate Holdings team. We find them for you
- 2nd- and 3rd-degree connections: the friend-of-a-friend routes that take hours to manually find through your inbox or LinkedIn
- Answers now, not in days: momentum is everything in a raise. Skip asking around whether someone knows someone
Days of research, done the moment you sign in, with every route ranked by how warm it is.
Allocate provides infrastructure software for private markets, enabling wealth advisors and asset managers to efficiently handle subscriptions, capital flows, and portfolio operations. The platform automates manual processes that traditionally create bottlenecks in connecting wealth channel capital to institutional investment opportunities.
Founders & leadership
Allocate Holdings was founded in 2021 by Samir Kaji and Hana Yang.
Board
Investors · 28
How we know: privatebankerinternational.com · the VCSheet dataset · open dataset · 5k.vc investor directory · Not right? Tell us
How we know: Community Access Fund's portfolio page · Not right? Tell us
How we know: Fika's portfolio page · the VCSheet dataset · Not right? Tell us
How we know: FJ Labs's portfolio page · the VCSheet dataset · Not right? Tell us
How we know: the VCSheet dataset · Not right? Tell us
How we know: a partner's Signal profile · board seat on SEC Form D · funding news · privatebankerinternational.com · open dataset · 5k.vc investor directory · m13.co · Not right? Tell us
How we know: the VCSheet dataset · Not right? Tell us
How we know: Supernode Ventures's portfolio page · the VCSheet dataset · open dataset · 5k.vc investor directory · Not right? Tell us
How we know: the VCSheet dataset · Not right? Tell us
How we know: privatebankerinternational.com · the VCSheet dataset · open dataset · 5k.vc investor directory · Not right? Tell us
How we know: Ulu Ventures's portfolio page · Not right? Tell us
How we know: Urban Innovation's portfolio page · the VCSheet dataset · open dataset · 5k.vc investor directory · Not right? Tell us
How we know: Western Technology Investment's portfolio page · Not right? Tell us
How we know: a partner's Signal profile · funding news · vctavern.com · Not right? Tell us
How we know: privatebankerinternational.com · Not right? Tell us
How we know: privatebankerinternational.com · Not right? Tell us
How we know: funding news · privatebankerinternational.com · Not right? Tell us
How we know: open dataset · 5k.vc investor directory · Not right? Tell us
How we know: funding news · vctavern.com · Not right? Tell us
How we know: privatebankerinternational.com · Not right? Tell us
How we know: the VCSheet dataset · open dataset · 5k.vc investor directory · Not right? Tell us
Also in the syndicate · 5
Funding
SEC filings, press & company announcements$94.3M disclosed across 3 of 7 rounds · 2022–2025
- Undisclosed amountSeries BOct 2025
Portage Ventures (lead), Andreessen Horowitz, Fika Ventures, M13
Source ↗ - $30.5MSeries BSep 2025 · 3 sourcesSource ↗
- Undisclosed amountSeries A2Sep 2023
Gopher Asset US (lead), Intera Investments (lead), M13 Ventures (lead), Noah Holdings International
Source ↗ - Undisclosed amountSeries AMay 2022
M13 (lead), Anthemis, Basis Set Ventures, Bedrock, Broadhaven Ventures, Fika Ventures, Intera Capital, SignalFire, Tusk Venture Partners, Urban Innovation Fund
Source ↗
▶$43.1MraisedSep 2025 · 72 investors · InvestingRule 506(b)
- Samir KajiExecutive Officer, Director
- Hana YangDirector
- Carter ReumDirector
- Offering amount
- $45.7M
- Amount sold
- $43.1M
- First sale
- Aug 2025
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
▶$20.6MraisedMar 2022 · 50 investors · InvestingRule 506(b)
- Carter ReumDirector
- Hana YangDirector
- Samir KajiExecutive Officer, Director
- Offering amount
- $21M
- Amount sold
- $20.6M
- First sale
- Mar 2022
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Related companies · 4
Companies working in the same space as Allocate Holdings.
In the news
Frequently asked questions
- What does Allocate Holdings do?
- Allocate provides infrastructure software for private markets, enabling wealth advisors and asset managers to efficiently handle subscriptions, capital flows, and portfolio operations. The platform automates manual processes that traditionally create bottlenecks in connecting wealth channel capital to institutional investment opportunities.
- Who founded Allocate Holdings?
- Allocate Holdings was founded by Samir Kaji, Hana Yang in 2021.
- Who are Allocate Holdings's investors?
- Allocate Holdings's investors include Anthemis Venture, Atacama Ventures, Community Access Fund, Fika, FJ Labs, Four Acres Capital, M13, RareBreed Ventures and 15 more.
- How much funding has Allocate Holdings raised?
- Allocate Holdings has disclosed $94.3M raised across 3 of its 7 known rounds.
- Where is Allocate Holdings headquartered?
- Allocate Holdings is headquartered in Palo Alto, US.