Allocate Overview

  • Investor Type
  • Venture Capital

  • Status
  • Active

  • Professionals
  • 7

Professionals

  • Investments
  • 1

Allocate General Information

Company Description

Founded in 2021, Allocate is a venture capital firm based in Palo Alto, California. The firm prefers to invest in healthcare, life science & technology sectors based in the United States region. This firm is a Registered Investment Adviser (RIA).

Business Details

Website
www.allocate.co
Formerly Known As
Capedge
Year Founded
2021
Investor Status
Actively Seeking New Investments
Primary Investor Type
Venture Capital
Other Investor Types
Family Office
Corporate Office
  • 502 Waverley Street
  • Suite 2
  • Palo Alto, CA 94301
  • United States
+1 (650)

Allocate Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
The Coterie (Financial Software) 23-Jul-2025 Financial Software Generating Revenue
To view Allocate’s complete acquisitions history, request access »

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Allocate Fund Performance

Fund Name Vintage Size Dry Powder DPI RVPI TVPI IRR

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Allocate Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

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Allocate FAQs

  • What is Allocate?

    Founded in 2021, Allocate is a venture capital firm based in Palo Alto, California.

  • When was Allocate founded?

    Allocate was founded in 2021.

  • Where is Allocate headquartered?

    Allocate is headquartered in Palo Alto, CA.

  • What is Allocate's total asset value?

    Allocate has around in total assets under management.

  • How many investments has Allocate made?

    Allocate has made 1 investments.

  • What has Allocate invested in?

    Allocate has invested in The Coterie (Financial Software) within the Financial Software industry.

  • What has Allocate invested in recently?

    Allocate's latest investment was on 23-Jul-2025 in The Coterie (Financial Software), a company within the Financial Software industry.

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