Allocate
Private Market Advisor, UHNW and Family Offices
Allocate, Menlo Park, California, United States, 94025
Making Private Alternatives Investing Accessible We founded Allocate with the simple mission of making investing in top-tier private alternatives within the technology sector more accessible for a broader set of investors.
Not sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements.
We believe that the mark of healthy and efficient markets requires the financial inclusion of all qualified market participants.
However, despite significant demand, investing in private technology-focused alternatives is more complex than ever as discovery, investment diligence and selection, access, and deal execution all serve as substantial roadblocks.
With Allocate, investors can find, invest (through Allocate SPV feeders), and track highly vetted opportunities through our turnkey digital platform in a single easy-to-use interface. Our Core Values
Providing our clients with a world-class experience is our number one priority.
Our customers are both the investors on our platform and the investment firms we partner with. We obsessively search for ways to improve the experience for our clients and partners, starting with extraordinary response times and proactive problem-solving to helpful feedback and thought leadership. Commitment to Continuous Improvement.
We push ourselves to be the best versions of ourselves on a daily basis, because we know that will help us deliver the best solutions to our clients. Meritocracy, Not Politics.
We place the utmost value on results and contributions to driving towards our audacious goal to change the investment landscape. Civil Discourse is Embraced.
We embrace having a diverse team with different backgrounds and believe that open, intellectually curious dialogue and debate are required to consistently arrive at the best decisions. Benefits We Offer 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.
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Not sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements.
We believe that the mark of healthy and efficient markets requires the financial inclusion of all qualified market participants.
However, despite significant demand, investing in private technology-focused alternatives is more complex than ever as discovery, investment diligence and selection, access, and deal execution all serve as substantial roadblocks.
With Allocate, investors can find, invest (through Allocate SPV feeders), and track highly vetted opportunities through our turnkey digital platform in a single easy-to-use interface. Our Core Values
Providing our clients with a world-class experience is our number one priority.
Our customers are both the investors on our platform and the investment firms we partner with. We obsessively search for ways to improve the experience for our clients and partners, starting with extraordinary response times and proactive problem-solving to helpful feedback and thought leadership. Commitment to Continuous Improvement.
We push ourselves to be the best versions of ourselves on a daily basis, because we know that will help us deliver the best solutions to our clients. Meritocracy, Not Politics.
We place the utmost value on results and contributions to driving towards our audacious goal to change the investment landscape. Civil Discourse is Embraced.
We embrace having a diverse team with different backgrounds and believe that open, intellectually curious dialogue and debate are required to consistently arrive at the best decisions. Benefits We Offer 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.
#J-18808-Ljbffr