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 Insights and Diligence products, and answering the question every end investor actually has, which is "how is my portfolio really doing, and what should I pay attention to?" You will decide where models create real leverage, design the systems that keep their output accurate enough to put in front of paying clients, and ship intelligence that is measurably right, not just impressive in a demo.

That last part is the hard part, and it is why this role exists. Anyone can wire an LLM to a database. Making AI-generated analysis reliable enough that an RIA will present it to their client requires evals, monitoring, quality gates, and product judgment about when the system is good enough to ship and when it is not. We hold AI features to hard eval gates before they reach clients. You will own those gates.

This is deliberately a wide seat: the pipeline, the client-facing data experience, and the intelligence on top. We keep them together because splitting them produces exactly the disconnected, half-trusted data products this industry is full of. If that scope reads as too much, this is not your role. If it reads as the whole point, keep going.

WHY THIS ROLE MATTERS

In private markets, data is the product. When an advisor opens a client’s portfolio, the completeness of the look-through data, the accuracy of the cash flows, and the quality of the analytics are the product experience. When the end investor asks how their portfolio is really doing, the answer is only as good as the intelligence built on top of the data.

This role decides whether that answer is trustworthy and illuminating or incomplete and flat. Your impact shows up in how much manual extraction work intelligence eliminates, how confidently an RIA puts our numbers and our AI-generated analysis in front of their clients, and how often the system surfaces something about performance or outcomes the user would never have found on their own.

WHAT YOU’LL OWN

The AI intelligence layer. The models, agents, and systems that generate insights about investment performance and outcomes across Insights, Diligence, and other data-driven products. You decide what gets built, where AI creates leverage versus noise, and what ships.

Evals and quality gates. AI output that reaches clients passes hard, automated evaluation first. You define what "correct" means for each feature, build the eval and monitoring systems that enforce it, and hold the line when something is not ready. Stale, wrong, or hallucinated output in front of a client is a product failure you own.

The AI-native data pipeline. In close partnership with Data Operations, the extraction and structuring services that turn raw documents into reliable inputs, with intelligence progressively replacing manual work. Their firsthand knowledge of what breaks is your best product input.