Invest on Allocate

The Request Allocation Process
What is the Request Allocation process? The Request Allocation process allows you to provide a non-binding indication of interest for one of Allocate’s ...
Tue, Sep 12, 2023 at 8:00 PM
What am I investing in?
Allocate provides investors access to alternative investments focused on the technology and broader innovation markets. We work with experienced fund ma...
Wed, Jan 26, 2022 at 1:40 PM
How much can I invest?
Unlike traditional opportunities with investment minimums between $500K-$5M+, investors on Allocate will be able to invest as little as $75K in select oppor...
Mon, Feb 21, 2022 at 9:26 PM
How do I fund my investment?
Currently, you don’t need to pre-fund your account to request an investment allocation. Once you submit an investment allocation and close on your investmen...
Mon, May 16, 2022 at 5:33 PM
Where can I find all relevant documentation for an investment offering?
Documentation pertaining to investment offerings can be found on the offering page of each specific investment on the Allocate website. Note, you must be lo...
Wed, Jan 26, 2022 at 1:41 PM
Why is my investment shown as "requested" or "pending"?
Your investment allocation is immediately marked as "requested" upon submitting your allocation. Once your allocation is reviewed and approved it ...
Wed, Jan 26, 2022 at 1:41 PM
Important additional investor information when investing
The offering materials and related documents are prepared for each of our unique offerings – meaning that they provide the specific details and the risks o...
Wed, Jan 26, 2022 at 1:43 PM
Can I invest with a Trust?
Yes, you can invest with a Trust as long as it meets the guidelines of your investment accreditation status. You may be prompted to provide the Trust Ag...
Wed, Jan 26, 2022 at 1:43 PM
Can I invest with a Limited Liability Company (LLC)?
Yes, you can invest with an LLC as long as it meets the guidelines of your investment accreditation status. You may be prompted to provide the Operating ...
Wed, Jan 26, 2022 at 1:44 PM
What is a “co-invest” offering type?
Co-invest (or more formally, co-investment) refers to investing alongside a fund manager into one of their fund’s portfolio companies.  It allows the invest...
Mon, May 16, 2022 at 5:36 PM