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 at Allocate
Intro paths
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In turn, Samir can intro founders to Allocate's investors below.
Allocate's investors · 15
Andreessen HorowitzMenlo Park · $500K – $50M checksAnthemis VentureNew York · $500K – $7M checksAtacama VenturesSan FranciscoFikaCulver City · $1M – $10M checksFika VenturesCulver City · $250K – $2M checksFJ LabsNew York · $100K – $3M checksFour Acres CapitalNew York · $50K – $100K checksM13New York · $4M – $7M checksPortage VenturesMontrealRareBreed VenturesBaltimore · $50K – $250K checksSwitch VenturesSan FranciscoTusk Venture PartnersNew York · $750K – $2M checksUlu VenturesPalo Alto · $2M checksUnshackled VenturesPalo Alto · $300K – $500K checksUrban InnovationSan Francisco · $500K – $3.5M checks
Co-founders at Allocate
HY
Hana YangCo-founder & Chief Experience Officer
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 Co-founder of Allocate.
- What companies did Samir Kaji found?
- Samir Kaji founded Allocate.
- 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).
Same school
Also attended Santa Clara University147
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
+ 141 more
Also attended San José State University106
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 CapitalMarvin SooHooVenture Partner at Moneta Ventures
+ 100 more
Shared employers
Also worked at Allocate2
Also worked at Kauffman Fellows377
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
+ 371 more
Also worked at First Republic Bank13
James HerbertVenture Partner at Navitas CapitalCharles TananbaumCampus Lead at The MBA FundHana CharnleyInvestor at Anthemis VentureAlan SwierczynskiSenior Associate at Fifth Down CapitalWalter KortschakFounder at Firestreak VenturesNick SeraydarianManaging Director at SG Credit Partners
+ 7 more
Also worked at Silicon Valley Bank109
Katie RiesterPartner, Head of Investor Relations at Felicis VenturesMattias LjungmanInvestor at Moonfire VenturesAlex MarshallPartner & General Counsel at Generation Investment ManagementDavid HahnCISO Operating Partner at Ballistic VenturesJason DorenGeneral Counsel at ARCH Venture PartnersEric BenhamouVenture Advisor at Think+ Ventures Management, Llc
+ 103 more