ABOUT ALLOCATE

Allocate is building the intelligent private markets operating system for the wealth channel. We give RIAs, family offices, and institutional allocators modern infrastructure for discovering, accessing, and managing private market investments. Today that means 350+ wealth advisory firms, 1,500+ GP relationships, and over $5 billion in platform assets, and we are scaling fast.

ABOUT THE ROLE

You will own the intelligence layer of Allocate: the AI systems that turn raw private markets documents and data into insight clients trust and act on.

The raw material is some of the messiest data in finance: capital account statements, fund documents, cash flow notices, unstructured PDFs in a thousand formats. Underneath your product sits a data and extraction pipeline, built in close partnership with our Data Operations team, that turns those inputs into a structured, reliable data layer. You own that pipeline as a product, and your mandate is to make it AI-native end to end: extraction, structuring, validation, and quality handled by intelligence, not brute-force human effort.

But the pipeline is the substrate, not the product. The product is what the intelligence does with it: surfacing patterns in investment performance and outcomes that no advisor would find by reading raw numbers, powering our Insig