Allocate Partners with Valhalla Group to Accelerate Private Markets Operations

Valhalla Group will leverage Allocate’s technology to support scalable fundraising and portfolio oversight to LPs

SAN FRANCISCO--(BUSINESS WIRE)--Allocate, a private markets infrastructure platform serving wealth advisors and fund managers, today announced a strategic relationship with Valhalla Group, the private equity firm led by former Northern Trust executive, Trey Hart. Through this integration, Valhalla Group will leverage Allocate's comprehensive technology infrastructure to enhance portfolio tracking and streamline fundraising operations.

The relationship reflects Allocate’s mission to provide private equity firms with infrastructure that simplifies and connects fund operations as they grow. Allocate will support Valhalla Group with institutional‑grade tools designed to streamline fundraising, improve portfolio visibility, and deliver a more consistent experience for limited partners.

"Valhalla Group exemplifies the type of industry-leading investment firm that understands technology infrastructure is critical to competitive advantage in private markets," said Samir Kaji, Co-Founder & CEO of Allocate. "With a longstanding reputation as one of the preeminent PE/VC investors in the world, we are excited to power their operations and help them deliver an exceptional experience to their investors and portfolio companies."

Allocate's platform will support Valhalla Group across multiple operational dimensions:

• Portfolio Intelligence: Real-time portfolio tracking and analytics with automated data aggregation from fund investments
• Fundraising Infrastructure: Streamlined subscription management, investor onboarding, and capital call processing
• LP Experience: Enhanced investor portal providing comprehensive visibility into fund performance and documentation

"As we continue to scale our platform and serve our clients at the highest level, partnering with Allocate was a natural choice," said Trey Hart, Co-Founder & Managing Partner at Valhalla Group. "Allocate's infrastructure allows us to focus on what we do best—identifying and supporting exceptional investments while providing our clients with a modern experience and ensuring our operations continue to run with institutional precision and transparency."

The partnership comes as private markets firms increasingly recognize the strategic value of purpose-built technology infrastructure. Allocate currently serves over 3,600 clients with nearly $3.5 billion in assets on its platform, providing a single system that replaces fragmented legacy tools with integrated, modern infrastructure.

About Allocate:

Allocate is an intelligent infrastructure platform for private market investing, equipping wealth advisory firms and fund managers to seamlessly source, build, and manage high-quality private portfolios. The platform leverages AI-driven investment infrastructure, comprehensive administration, and personalized access to opportunities at reduced minimums, making private market investing more efficient, transparent, and responsible.

About Valhalla Group:

Valhalla Group, based in Chicago, Illinois, invests in the leading private equity investment opportunities advancing U.S. economic and national security across AI, aerospace, cybersecurity, defense services, and industrial manufacturing. The veteran-led team is surrounded by the most consequential partners committed to aligning our nation’s financial markets with its freedoms.