Samir Kaji
FounderCo-Founder, CEO & President at Allocate Holdings · Founder at Allocate
Menlo Park, California, United States
FoundedAllocateAllocate Holdings
Find your path to Samir
40 people in our graph share verified history with Samir — schools, employers, funds. One of them is your warm intro.
Jamie WatsonunlockedSamir: together at San José State University (1994)
×6Samir: together at San José State University
×5Samir: together at Santa Clara University
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 · 20
Andreessen HorowitzMenlo Park · $500K – $50M checksAnthemis 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 2022Portage VenturesMontrealRareBreed 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
HY
Hana YangCo-Founder, CXO
Founder at Allocate
Intro paths
→
In turn, Samir can intro founders to Allocate's investors below.
Allocate's investors · 10
Andreessen HorowitzMenlo Park · $500K – $50M checks · since 2025Basis Set VenturesMenlo Park · $1M – $3M checks · since 2022BedrockLos Angeles · $5M – $30M checks · since 2022Fika VenturesCulver City · $250K – $2M checks · since 2022M13New York · $4M – $7M checks · since 2022M13 VenturesBeverly Hills · since 2023Portage VenturesMontreal · since 2025SignalFireSan Francisco · $250K – $15M checks · since 2022Supernode VenturesNew York · $500K – $1.3M checksTusk Venture PartnersNew York · $750K – $2M checks · since 2022
Experience
- AllocateCEO and co-foundercurrent2021 — presentMenlo Park, CA
- Venture UnlockedCEOcurrent2020 — presentMenlo Park, California, United States
- Kauffman FellowsFellowcurrent2015 — presentMenlo Park CA
- First Republic BankSenior Managing Director2016 — 2021Menlo Park CA
- First Republic BankManaging Director2012 — 2016Menlo Park
- Silicon Valley BankManaging Director2011 — 2012Menlo Park
- Silicon Valley BankDirector2009 — 2011
- Silicon Valley BankVice President2005 — 2009Santa Clara
- Silicon Valley BankAnalyst through Associate1999 — 2005Palo Alto
Skills & more
StartupsSales ManagementCommercial Banking17Venture Capital99Sales Process2Private Equity90Debt2Portfolio Management32Credit11Growth Capital2Business Relationship Management2Underwriting2
+11 more
Employee ManagementStart-upsBusiness DevelopmentMergers & AcquisitionsEquitiesBankingEntrepreneurshipAlternative InvestmentsValuationLeadershipWritingLanguages English · Gujarati
From Samir's professional profile.
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 Founder of Allocate and Co-Founder, CEO & President at Allocate Holdings.
- What companies did Samir Kaji found?
- Samir Kaji founded Allocate, 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
Santa Clara University mafia82
Also came through, then founded or led a company.
Jim BentonBSCFounded Adapt +3Jack JiaMaster of Business Administration (M.B.A.)Founded Trusper +1Praveen MandalBachelor's DegreeFounded Joules AI +1Theo NasserBachelor of ScienceFounded Right Hand +1Kurt BuschMaster of Business Administration (M.B.A.)Founded Syntiant +1Erik van der BurgMSMEFounded Siesta Medical +1
+ 75 more
San José State University mafia51
Also came through, then founded or led a company.
Alex FieldingFounded Privateer Space +2Narbeh DerhacobianMBAFounded Adesto Technologies +1Deny KhoungBFAFounded Standard MetricsRoger ThorntonMSFounded Witness aiRamin SayarMBAFounded Sumo LogicAdam PluemerEnvironmental ScienceFounded Instadeep
+ 44 more
Kauffman Fellows mafia12
Also came through, then founded or led a company.
Miles LasaterFounded Purpose Built Ventures Studio +2Miriam RiveraClass 15 CertificateFounded Ulu Ventures +1Grace SaiFellowshipFounded Impact Hub +1Clint KorverFellowFounded Ulu VenturesLori EllClass 11Founded GreenroadPat BurtisClass 11Founded Greenroad
+ 5 more
Same school
Also attended Santa Clara University232
Viviana FagaGeneral Partner at Felicis VenturesKirsten MelloPartner + Chief Financial Officer at Menlo VenturesRasmus AreskougInvestor at DN CapitalJohn TorreyVenture Partner at Madrona Venture GroupTim HaleyCo-Founder at Redpoint VenturesSarah LucasManaging General Partner at Lucas Venture Group
+ 226 more
Also attended San José State University172
Arturo LitvinHead of Global Portfolio Development at Intel CapitalCarrie RuleVP Finance at Redpoint VenturesJamie WatsonGTM Coordinator at Scale Venture PartnersDeny KhoungPortfolio Support at 8VCKim TranFinance at Lux CapitalSathya ShanthakumarDirector of Investor Relations at 7wire Ventures
+ 166 more
Also attended Kauffman Fellows Program40
Ben WirzFounding Partner at Brighteye VenturesAziz GilaniAssociate at Mercury FundMiriam RiveraCofounder, Managing Director at Ulu VenturesClint KorverCofounder, Managing Director at Ulu VenturesLori EllAdvisor at Tall Grass VenturesPat BurtisAdvisor at Driven
+ 34 more
Shared employers
Also worked at Allocate4
Also worked at Kauffman Fellows408
Jenny LeeSenior Managing Partner at Granite AsiaTobi CokerDeal Partner at Felicis VenturesRoi Bar-KatManaging Director at Intel CapitalAvi BharadwajInvestment Director at Intel CapitalNick WashburnSenior Managing Director, Intel Capital (North America)Vinnie LauriaFounding Partner at Golden Gate Ventures
+ 402 more
Also worked at First Republic Bank19
James HerbertVenture Partner at Navitas CapitalCharles TananbaumCampus Lead at The MBA FundHana CharnleyInvestor at Anthemis VentureSamantha DuFounding Managing Director at Quan CapitalAlan SwierczynskiSenior Associate at Fifth Down CapitalWalter KortschakFounder at Firestreak Ventures
+ 13 more
Also worked at Silicon Valley Bank148
Katie RiesterPartner, Head of Investor Relations at Felicis VenturesMattias LjungmanInvestor at Moonfire VenturesJustin PirzadehPartner at Canvas VenturesNina LabattChief Financial Officer & Chief Operating Officer at S32David HahnCISO Operating Partner at Ballistic VenturesJason DorenGeneral Counsel at ARCH Venture Partners
+ 142 more