This material has been prepared by Allocate Management Company, LLC (“Allocate Management”), a wholly owned subsidiary of Allocate Holdings Inc.  Allocat...

Yes. These investments seek to provide high-yield returns, which may inherently bring greater risk than other equity investments. The comparatively higher r...

In some ways, co-invests may be perceived as riskier. Given that a co-invest offering only consists of a single company, there is inherently concentration r...

Allocate evaluates opportunities through the lens of a broad investment philosophy that favors fund managers with characteristics such as: Originated b...

It’s important to consider what types of risk you are prepared to accept as an investor. Different types of risk will lead to different return profiles for ...

Currently, active investments on Allocate are not liquid and are subject to traditional illiquidity characteristics of private investments.

Yes, you may cancel or modify allocations until Allocate has completed your allocation request. Once your investment allocation status is “completed”, yo...

Yes. Some fund managers do extend beyond the initial terms of the fund. You can find what type of extensions a fund manager can pursue on the offer's...

Yes. Alternative investments that seek to provide high-yield returns in the venture capital market do not offer guaranteed returns, and it is possible th...

Allocate sends quarterly updates to all investors for their investments. If there are no meaningful updates from the prior quarter (which may often be the c...