When was Allocate founded?

Allocate was founded in 2021 and raised its 1st funding round within a year of its incorporation.

Where is Allocate located?

Allocate is headquartered in Menlo Park, United States.

Who is the current CEO of Allocate?

Samir Kaji of Allocate. They are also angel investors in 2 startups.

How many employees does Allocate have?

As of Aug 31, 2026, the latest employee count at Allocate is 99.

Is Allocate a funded company?

Allocate is a funded company, having raised a total of $66.1M across 4 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Jul 22, 2021.

When was the latest funding round of Allocate?

Allocate's latest funding was a $***** Series B round on Sep 03, 2025, with participation from 4 investors. Its primary sector is Investment Tech. In United States, the Investment Tech sector has seen $5.39B in funding in 2026 to date.

Where does Allocate rank among its competitors?

Allocate ranks 4th amongst 232 active competitors, of which 33 are funded. It stands 3rd in terms of total funding among its competitors. The most recent competitor to raise funding was Crescenta, which secured $5.78M in Apr, 2026.

Who are the top competitors of Allocate?

Allocate's top competitors include Fundrise, Moonfare and YieldStreet. Among them, Crescenta secured the most recent funding round in April, 2026.

Allocate - 2026 Company Profile, Team, Funding & Competitors

Company Details

Online alternative investment platform for venture capital funds. It helps users invest in venture fund opportunities. It also helps in pre-process including discovery, investing, post-investment reporting, and transactions. Users will have direct interaction with the fund managers via video conferences, community events, and direct introductions.

Key Metrics

Founded Year

2021

Location

Menlo Park, United States

Stage

Series B

Total Funding

$66.1M in 4 rounds

Latest Funding Round

Series B, Sep 03, 2025, $*****

Investors

Ulu Ventures & 28 more

Ranked

4^th among 232 active competitors

Employee Count

99 as on Aug 31, 2026

Investment & Acquisitions

Exponent Energy

Similar Companies

Fundrise & 276 more

View Allocate's full profile

Allocate has raised a total funding of $66.1M over 4 rounds. Its first funding round was on Jul 22, 2021. Its latest funding round was a Series B round on Sep 03, 2025 for $*****. 4 investors participated in its latest round. Allocate has 29 institutional investors.

Here is the list of recent funding rounds of Allocate:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Sep 03, 2025	8658695	Series B	1928172	3234400	4407373	1476441
Sep 21, 2023	7806856	Series A	2036868	3099677	2564057	M13 Company
Mar 25, 2022	6376261	Series A	4076676	2557518	M13 Company	Bedrock & 8 more

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View details of Allocate's funding rounds and investors

The founders of Allocate is Samir Kaji.

Here are the details of Allocate's key team members:

Samir Kaji: Founder & CEO of Allocate. They are also an angel investor in 2 startups.
Contact Info: 1 email address

View details of Allocate's Founder profiles and Board Members

Allocate's employee count trend

Allocate has 99 employees as of Aug 26. Here is Allocate's employee count trend over the years:

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Top competitors of Allocate include Fundrise, Moonfare and YieldStreet. Here is the list of Top 10 competitors of Allocate, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Fundrise 2010, Washington, DC (United States), Series A	An investment platform offering access to private market investments	$53.7M	Collab Fund, Renren & 21 others	77/100
2nd	Moonfare 2016, Berlin (Germany), Series C	Online investment platform for private equity funds	$185M	7GC, Vitruvian Partners & 14 others	76/100
3rd	YieldStreet 2014, New York City (United States), Series D	Online investment platform for asset-backed loans and private equity fund focused on art and multiple sectors	$240M	Tarsadia, Kingfisher Invest & 20 others	73/100
4th	Allocate 2021, Menlo Park (United States), Series B	Online alternative investment platform for venture capital funds	$66.1M	Sagard, Bluepointe Ventures & 27 others	62/100
5th	Crescenta 2022, Madrid (Spain), Series A	Digital investment platform specializing in private funds	$16.9M	Acurio Ventures, K Fund & 3 others	60/100
6th	My Small Placement 2017, Lyon (France), Acquired	Online platform offering insurance & retirement services	$15.4M	La France Mutualiste, Aonia & 7 others	59/100
7th	GiantLeap 2020, New York City (United States), Unfunded	Tech-focused structured growth equity platform	-	-	54/100
8th	Vennre 2021, London (United Kingdom), Seed	Platform providing access to private market investments in various asset classes	$11M	Vision Ventures, ANB Capital & 7 others	54/100
9th	Helicap 2018, Singapore (Singapore), Series B	Alternative investment platform focused on private funds sector	$24.3M	Phillip Capital, East Ventures & 22 others	54/100
10th	Carbon Equity 2021, Amsterdam (Netherlands), Series A	Platform to invest in climate tech startups	$9.58M	BlackFin, 4impact & 7 others	54/100