Company Performance Metrics
AllocatorBase is a capital formation infrastructure platform purpose-built for alternative asset managers in the $100M–$5B AUM range. The platform helps fund managers systematically identify, qualify, and engage institutional allocators — including RIAs, family offices, and wealth managers — using structured data sourced directly from SEC ADV
filings.
Core offerings include an Allocator Intelligence Database, Capital Formation Audits, and implementation services that integrate natively with HubSpot and Salesforce. Unlike traditional placement agents or static contact databases, AllocatorBase provides the operational layer between data and action — helping managers build repeatable, in-house capital raising processes without relying on expensive intermediaries.
Founded in Raleigh, NC.
