Teams at Allocate

Owns end-to-end fund accounting and administration for private market funds, including financial statements, capital calls, distributions, investor allocations, cash management, and audit support. Interprets fund documents, partners with banking, legal, audit, and tax providers, resolves investor inquiries, and collaborates with product and engineering teams to automate workflows and improve compliance processes.

Own end-to-end accounting and operations for complex private equity and venture capital funds, including allocations, capital calls, distributions, investor reporting, cash management, financial statements, and audit support. Review accountants’ work, interpret partnership agreements and side letters, calculate waterfalls and fees, coordinate with external providers, mentor colleagues, and partner with product and engineering teams on automation and process improvements.

Lead as a technical operator between product, engineering, design, and leadership to remove blockers, accelerate delivery, and compress feedback loops. Drive rapid prototyping-to-production cycles, introduce AI tooling and lightweight processes, directly contribute to delivery, surface risks and dependencies, and scale team workflows so the product organization ships higher-quality features faster.