Family offices & Individuals

Personalized Investment Opportunities

Access a hand-selected portfolio of premier private market investments, tailored specifically to your objectives.
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Access premium opportunities

Private market investing demands institutional-grade access, sourcing, and diligence. We provide you with vetted opportunities across venture capital, private equity, growth equity, co-investments, and private credit – without the access barriers.

Tailored for you

Every family office's investment mandate is unique. Through our fiduciary-only model, we partner with you to build an investment strategy and deliver opportunities that fit your portfolio.

Comprehensive diligence

Get access to investment recommendations that include qualitative and quantitive analyses – all accessible through our platform.

A solution design for your goals

Personalized Deal Flow

We take the time to understand what matters to your family office, then bring you opportunities that match your goals and investment approach.

Institutional-Quality Diligence

Every investment opportunity comes with clear, thorough analysis that helps you make confident decisions.

Access to Premier Funds

Get access to a curated selection of private market opportunities from managers with proven track records.

Get started with Allocate.

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FAQ

How do you personalize recommendations for me?
How do you get access to top opportunities?
What's the background of your investment team?
How do you select and evaluate fund managers?
What types of investment opportunities do you curate?
How often will I receive investment recommendations?
Can I adjust my investment preferences over time?
What information do you provide about each opportunity?

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Copyright 2025 Allocate Holdings Inc. All rights reserved.

The information provided on this Site is for informational and discussion purposes only. It is not intended to serve as a recommendation for any investment, service, product, or advice of any kind, nor does it constitute or imply an offer of any kind. Investment opportunities, products, or services will only be made available through formal offering documents and/or applicable agreements. The specific terms of any product, service, or investment opportunity — including size, costs, and other characteristics — will be outlined in their respective governing documents and may differ materially from those presented in this Site and are subject to change without prior notice. Advisory services are offered by Allocate Management Company, LLC. For additional legal disclosure about Allocate and its products and services, please see here.