CUSTOM ACCOUNTS

Invest in the future with Allocate.

Today, a substantial amount of value occurs in private markets.

With over 100 years of collective experience in the sector, we’ve never believed that limitations of the private markets should exist, which is why we started Allocate.

Allocate seeks to break down barriers for investors by offering a comprehensive suite of services and tools to empower responsible and efficient investing in private alternatives.

Allocate by the Numbers

As of 06/04/2024
>40

Full time team members with 100+ years of collective private market experience

>60

Fund manager investments

>$700MM

Assets Under Management

AUM includes all discretionary and non-discretionary assets under management by Allocate Management Company, including investment vehicles and separately managed accounts.

Transparency & Access to Private Market Data

Allocate provides investors with access to private market data, enabling them to make informed decisions. This transparency helps investors understand the potential risks and rewards associated with venture investments.

Wide Range of Investment Options

Allocate offers a diverse range of investment options to cater to various risk tolerances and investment goals. By providing flexible options, investors can build portfolios without the limitations of network, domain expertise, or high minimums.

Educational Resources & Support

Allocate recognizes the importance of investor education. It provides educational resources and support to help investors learn more about venture investing. By offering guidance and knowledge, Allocate empowers investors to make informed decisions and maximize their investment potential.


Allocate's overarching goal is to revolutionize alternatives investing and bridge the gap between investors and the ever-evolving innovation economy. By providing transparency, a wide range of investment options, educational resources, and support, Allocate strives to make sophisticated alternatives investing a reality for all qualified investors.

Our Founders

Samir Kaji

CEO & President, Co-Founder

Prior to Allocate, Samir spent nearly 22 years in venture banking between SVB and First Republic Bank and closely worked with and advised over 700 venture capital and private equity firms. During this time, he completed over $12B in structured debt transactions and invested personally in over 60 funds and companies, including early-stage investments into Carta (seed), Side (seed), PolicyGenius (Series A), and FanDuel (Series B) as well as Growth investments into Reddit, Alto Pharmacy, and Carbon Health.

Samir completed a finance undergraduate degree at San Jose State University, an MBA from Santa Clara University, and completed the prestigious Kauffman Fellows venture program.

He is also an active writer on venture capital and is the host of a top venture podcast called Venture Unlocked.

Hana Yang

CXO, Co-Founder

Prior to Allocate, Hana was a Managing Director at First Republic Bank's Venture & Technology vertical where she closely worked with over 350 emerging venture capital firms and family offices. She also founded and led the Women In Venture (WIV) initiative, which included building a database and mapping over 1100 women across roles working in the venture capital sector, launching the annual WIV compensation survey and report, and oversubscribed WIV annual summits. Hana was also a partner at an early-stage accelerator and early ecosystem builder for Latino/LATAM founders and startups, co-author of the first angel investing book written from a women's lens, and part of an early-stage venture-backed crowdfunding startup.

Hana obtained a BA from UC Berkeley, an MS from Columbia University, and completed the prestigious Kauffman Fellows (Class 20) venture program.

The Leadership Team

With over 100 years of combined experience in technology and life sciences sectors at top financial organizations, our team understands the challenges of financial exclusivity and lack of transparency in the private markets. We leverage our industry expertise, extensive network of 1,500+ private fund relationships, and a skilled technology team to transform the private market experience for investors.

Saul Cardenas

Chief Operating Officer, General Counsel, & Chief Compliance Officer

Jeremy Caron

VP of Engineering

Dan Cronin

Managing Director, Relationship Management

Matt Curtolo

MANAGING DIRECTOR, INVESTMENTS

Sarith Demuni

Chief Design Officer

Peter Epstein

Managing Director, Relationship Management

Matt Gittlitz

Chief Product Officer

Nic Millikan

Managing Director, Investments

Greg Rollins

Managing Director, Relationship Management

Fahad Shoukat

VP of Operations