General 8

• How do I get in touch with the Allocate team with any questions about investing?
• What if I've already invested in an offering and I need to get in touch with the Allocate team?
• How do I get in touch with the Allocate team about logging in or using the platform?
• Will funds based outside of the US be offered on the platform?
• How do you get access to top venture firms?

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Fees 3

• How does Allocate get paid?
• What is a fund expense?
• Do fund managers pay any fees?

Fund Managers 1

• How do I have my fund listed on the platform?

Identity Verification 22

• Why do I need to complete identity verification to invest?
• Is investor accreditation the same as identity verification?
• How do I verify my identity via the Know-Your-Customer (KYC) process?
• How do I verify my business via the Know-Your-Business (KYB) process?
• How do I verify my trust via the Know-Your-Trust (KYT) process?

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Investor Accreditation 8

• Who can invest in these offerings?
• What if I am not an accredited investor?
• What third-party agents are appropriate to confirm my accreditation?
• What income verification documents are acceptable to use to confirm my accreditation as an accredited investor?
• What documentation can I provide to confirm my accreditation as an accredited investor via net worth?

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Invest on Allocate 14

• The Request Allocation Process
• What am I investing in?
• How much can I invest?
• How do I fund my investment?
• Where can I find all relevant documentation for an investment offering?

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Investment Structure 2

• How are investment offerings structured?
• Is this a fund of funds?

Managing your Account 5

• How do I update my account details?
• How does the Allocate site secure my information?
• Why do I have to provide personal information (SSN / DOB / Address)?
• Can I transfer my investment(s) to another investor account?
• How do I close my account?

Risk Management 10

• Is Allocate regulated?
• Do these investments have risk?
• Are “co-invest” offerings riskier than venture funds?
• What is Allocate's due diligence process?
• When should I start investing on Allocate?

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Securing your Account 4

• What are the best ways to keep my account secure?
• How do I reset my password?
• How do I enable Multi-Factor Authentication (MFA) on my account?
• What if I lose my Multi-Factor Authentication (MFA) device or the Authentication App?

Your Investments 4

• I have received a distribution for one of my investments, where does that money go?
• Is it possible to cancel an investment I’ve made?
• How are my Allocate investments taxed?
• State taxes?