Fundraising Fox
/People
Sign in

Samir Kaji

InvestorFounder

General Partner at Allocate Premier Access · General Partner at Allocate Alpha · Co-Founder, CEO & President at Allocate Holdings

Menlo Park, California, United States

FoundedAllocate Holdings

Kauffman Fellow · Class 20

Find your path to Samir

1,339 people in our graph share verified history with Samir — schools, employers, funds. One of them is your warm intro.

Justin HallunlockedSamir: together at Kauffman Fellows Class 20 (2015–2017)
×2Samir: together at Kauffman Fellows Class 20
×6Samir: together at San José State University
×3Samir: together at Kauffman Fellows

About

Samir Kaji is the CEO and co-founder of Allocate, an infrastructure platform for private markets serving over 380 wealth advisory firms and 1,500 asset manager relationships, with more than $5 billion in assets on the platform. Prior to founding Allocate, he spent over 22 years at SVB and First Republic Bank, working with more than 700 private funds and venture-backed startups and completing over $12 billion in debt transactions. He also hosts Venture Unlocked, a podcast and blog covering venture capital and private markets.

Co-Founder, CEO & President at Allocate Holdings

Intro paths

→

In turn, Samir can intro founders to Allocate Holdings's investors below.

Allocate Holdings's investors · 21

Andreessen HorowitzMenlo Park · $500K – $50M checks · since 2025Anthemis VentureNew York · $500K – $7M checksAtacama VenturesSan FranciscoBasis Set VenturesMenlo Park · $1M – $3M checks · since 2022BedrockLos Angeles · $5M – $30M checks · since 2022FikaCulver City · $1M – $10M checksFika VenturesCulver City · $250K – $2M checks · since 2022FJ LabsNew York · $100K – $3M checksFour Acres CapitalNew York · $50K – $100K checksM13New York · $4M – $7M checks · since 2022M13 VenturesBeverly Hills · since 2023Portage VenturesMontreal · since 2025RareBreed VenturesBaltimore · $50K – $250K checksSignalFireSan Francisco · $250K – $15M checks · since 2022Supernode VenturesNew York · $500K – $1.3M checksSwitch VenturesSan FranciscoTusk Venture PartnersNew York · $750K – $2M checks · since 2022Ulu VenturesPalo Alto · $2M checksUnshackled VenturesPalo Alto · $300K – $500K checksUrban InnovationSan Francisco · $500K – $3.5M checksWestern Technology InvestmentPortola Valley · $250K – $30M checks

Co-founders at Allocate Holdings

HYHana Yang
Hana YangCo-Founder, CXO

Experience

  1. AllocateCEO and co-foundercurrent2021 — presentMenlo Park, California, United States
  2. Venture UnlockedCEOcurrent2020 — presentMenlo Park, California, United States
  3. Kauffman FellowsFellowcurrent2015 — presentMenlo Park CA
  4. First Republic BankSenior Managing Director2016 — 2021Menlo Park CA
  5. First Republic BankManaging Director2012 — 2016Menlo Park
  6. Silicon Valley BankManaging Director2011 — 2012Menlo Park
  7. Silicon Valley BankDirector2009 — 2011
  8. Silicon Valley BankVice President2005 — 2009Santa Clara
  9. Silicon Valley BankAnalyst through Associate1999 — 2005Palo Alto

Skills & more

StartupsSales ManagementCommercial Banking16Venture CapitalSales Process2Private Equity89Debt2Portfolio Management31Credit11Growth Capital2Business Relationship Management2Underwriting2
+8 moreEmployee ManagementStart-upsBusiness DevelopmentMergers & AcquisitionsEquitiesBankingEntrepreneurshipAlternative Investments

Languages English · Gujarati

From Samir's professional profile.

Colleagues at Allocate Premier Access

Owen Timothy Niland
Executive Officer at Allocate Premier Access
Saul A. Cardenas
Executive Officer at Allocate Premier Access

Frequently asked questions

Who is Samir Kaji?
Samir Kaji is the CEO and co-founder of Allocate, an infrastructure platform for private markets serving over 380 wealth advisory firms and 1,500 asset manager relationships, with more than $5 billion in assets on the platform. Prior to founding Allocate, he spent over 22 years at SVB and First Republic Bank, working with more than 700 private funds and venture-backed startups and completing over $12 billion in debt transactions. He also hosts Venture Unlocked, a podcast and blog covering venture capital and private markets.
Where does Samir Kaji work?
Samir Kaji is Co-Founder, CEO & President of Allocate Holdings and General Partner at Allocate Premier Access.
What companies did Samir Kaji found?
Samir Kaji founded Allocate Holdings.
Where did Samir Kaji go to school?
Samir Kaji studied at Santa Clara University (MBA, Finance); San José State University (Bachelors, Finance); Kauffman Fellows Program (Venture Capital).

Founder mafias

Same school

Shared employers