27-year venture veteran (started at SVB in 1999); built Allocate to connect $10T wealth advisor capital to private funds; previously saw dotcom boom/bust and 2008 GFC warehouse lending failures.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Private markets grew from $1T to $17T while wealth advisors manage $10T with only 3% in alternatives vs 20-50% for endowments; Allocate builds the infrastructure bridge for advisors to discover, access, and report on private funds, capturing a massive allocation shift.