Samir Kaji

As the CEO and Co-Founder of Allocate, I lead the infrastructure platform powering how wealth advisory firms and asset managers access, operate, and scale in private markets. Allocate serves as the operating system for private markets — doing for alternatives what public market platforms did for stocks and bonds. Today, we serve 350+ wealth advisory firms and 1,500+ asset manager relationships, with over $3.7B in assets on our platform. We built Allocate because I saw the infrastructure gap firsthand. Over 22+ years at SVB and First Republic Bank, I worked with 700+ private funds and venture-backed startups, completed over $12 billion in debt transactions, and made early-stage investments in companies like Carta, Side, PolicyGenius, and FanDuel. The pain points for both fund managers and limited partners were clear — and largely structural. Allocate was created to fix the plumbing. I also host Venture Unlocked, a podcast and blog exploring the inner workings of venture capital and private markets. Through this platform, I share insights drawn from decades of working at the intersection of LPs, GPs, and the capital that connects them. I'm passionate about building infrastructure that empowers investors, fund managers, and advisors to operate more effectively in private markets — and about educating the broader ecosystem along the way. Specialties: Venture Capital, Private Equity, Capital markets, Fund Management, Startup Investing, Debt Transactions, Investor Education, Podcasting, Thought Leadership Connect with me to learn more about how Allocate is transforming the private market landscape and to access exclusive insights from Venture Unlocked.