Allocate

“"It's almost like the 'Mag 7' equivalent in the private markets. It's hyper-focused in a very small [number of startups]... It's a very limited group of companies that they're looking to deploy into." — Samir Kaji, Allocate CEO”

“The barbell between large and small firms is as wide as it's ever been. These are genuinely two distinct asset classes now, and LPs should treat them that way.”