Teams at Allocate

Provide legal support for private fund formation and operations, including drafting and negotiating fund documents, regulatory filings (Form ADV, PF, D), investor onboarding, corporate governance, and compliance for registered advisers and private investment funds. Collaborate with internal teams, external counsel, and contribute to development of investment and technology products.

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.

Own and build Allocate’s design function across product, design systems, and brand. Lead hands-on product design for complex private-market workflows, establish quality and validation practices, shape product strategy with executive and engineering leadership, and hire, coach, and develop a distributed design team. The role requires deep institutional finance or private-markets knowledge, strong prototyping skills, and fluency with Figma, Magic Patterns, and Claude. This hybrid position requires three days weekly in the Palo Alto office.