Invest on Allocate
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
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
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
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
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
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
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
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
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
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