Allocate
5.5#24 in fund administration softwareWeb
VisitAllocate vs Hemrock
What both publish
| Fact | Allocate | Hemrock |
|---|---|---|
| Founded | 2021 | 2005 |
| Integrations | Allocate says it integrates with major third-party wealth reporting systems but does not name them on the page opened. | A prebuilt, one-way Affinity integration imports deal and relationship data into portfolio and diligence views; webhooks are listed as coming soon. |
Allocate plans
- Custom pricingPriced on request
Hemrock plans
- Free pay-what-you-want toolsFree
- Self-hostedFree
- Fund Economics API/MCP compute$20 a year
- Cap Table & Exit Waterfall API/MCP compute$20 a year
- How to build fund infrastructure with AI workshop$75, paid once
- Standard Financial Model$149, paid once
Pick Allocate if…
It suits wealth advisory firms, including RIAs, and asset managers seeking private-markets workflows for the wealth channel. The feeder infrastructure is described as most valuable when aggregate investor interest is at least $10 million.
Pick Hemrock if…
Hemrock Portfolio is aimed at SPVs, solo GPs and emerging managers, angels and syndicates, and micro and seed funds. It may suit funds that want to operate the platform on their own infrastructure and use their own AI keys.