Help

Getting started

1. Open Sign in with a company email (personal inboxes are refused). Claim your firm, or create a new profile if it is not in the catalogue.
2. Choose whether you are a manager or an allocator — that is your firm’s primary side. Complete your firm profile, then your personal profile (title and strategy focus).
3. Review matches already waiting (named counterparties when scores exist), then browse DiscoverIN or the ConnectIN deck.
4. When both sides Connect, open MessagIN to chat and schedule a meeting.

AllocatIN helps managers and allocators in alternative investments find each other and start a real conversation. We are a matching and workflow tool — not a data terminal, and we do not recommend investments.

Why not LinkedIn, events, or cold email?

Manager–allocator networking is still a thankless process. AllocatIN replaces those channels with verified institutional profiles, hard filters and transparent fit, intentional Connect quotas, and MessagIN only after both sides connect.

• LinkedIn — noise, ambiguous profile roles, irrelevant connections.
• Events — travel time, 1–3 days of standing, not knowing who you are talking to, overcrowded with irrelevant asset classes and the service-provider community.
• Existing network — people move, contact details change, mandates change.
• Cold email — uncomfortable, unanswered, timely — several follow-ups before a reply or removing interest.

Who can join

Access is invitation-only. You need a verified company email that matches your firm’s domain. The network is for institutional managers and allocators only — for example private equity, private credit, real estate, infrastructure, hedge funds, pensions, insurers, endowments, family offices, wealth managers, funds of funds, OCIOs, private banks, and sovereign wealth funds.

Placement agents, advisors, and finders cannot take a seat. You can still introduce a warm contact between two firms that are already on AllocatIN, when both sides agree.

Claim your firm

Use a company email that matches your firm’s domain. Personal inboxes (Gmail, Outlook, Yahoo, iCloud, and similar) cannot be used to claim or sign in. A public website is optional — many discreet offices have none; we then match your work-email host.

Many firms already have a public, unclaimed profile built from public information. Claiming lets your team correct what you control and start using ConnectIN and MessagIN. If your firm is not in the catalogue — common for private family offices — choose Create a new profile, pick Manager or Allocator, and complete every onboarding step.

• Allocators — free as soon as you verify. 15 Power Intros per week across ConnectIN and CircleIN from that moment, referred or not. Connect is not frozen. Extra colleagues each have their own 15 — there is no company-level cap.
• Managers — start on free Manager Basic (browse DiscoverIN and Skip in ConnectIN; Save/CRM frozen; 0 weekly Power Intros). To Save, use CRM, and send Power Intros on ConnectIN or CircleIN on an ongoing basis, upgrade to Manager Pro. Your firm counts as fully active for live matching once someone on the team has a paid seat.
• Any number of colleagues can join. On the manager side, each person buys their own seat. On the allocator side, colleagues join free.

Your profile

Anyone with a matching work email can claim the company. Personal profiles — what appears in Discover and receives person-level Connects — are gated by title:

• On the manager side, matchable profiles and paid seats are for relationship titles: Partner / leadership, CIO, Head of IR, Capital Formation, Fundraising, BD, Client / Allocator Relations, or Head of Private Markets — including Director, VP, Associate, and Analyst in those functions. Junior IR/BD seats can claim and activate the firm first. Other needs a short description and stays pending review (not Discover-matchable, no paid seat) until approved. The connection-admin role (firm Match recipient) can later be handed to a senior colleague under Profile → Team.
• On the allocator side, listed allocator titles (CIO, Heads, PM, Director / VP Alternatives, Associates / Analysts, Trustee / IC) can create a matchable profile. Other is allowed but not publicly matchable until a company admin promotes. An admin can demote a colleague if the title was wrong.

The firm profile lists every strategy / asset class the company manages or deploys. On your personal profile, tag a strategy focus (for example private credit vs private equity) so Discover can route to the right person. Do not create a separate company profile per strategy.

Keep your profile factual: what you invest in or raise for, ticket size, geography, and structure. That is what drives fit — not marketing copy.

Team & dual-side

Claim picks one primary side (Manager or Allocator). If your firm both manages and allocates, an admin can add a second profile on the other side from Profile — not a blended profile. Each side has its own team and connection admin. Until the second profile exists, matching uses the primary side only.

Org admins invite colleagues from Profile → Team as admin or member (member is the default):

• Member — joins that firm side with their own seat; not an org admin; not the connection admin.
• Admin — can invite others, demote allocator matchability, and transfer connection admin. They do not automatically become the Match recipient unless you mark “Make connection admin when they join” (or transfer later).
• When dual profiles exist, the invite targets a specific side (manager team vs allocator team). There is no strategy-scoped admin — strategy is a person field.

On the manager side, each person buys their own seat. On the allocator side, colleagues join free. There is no employee cap.

How matching works

In short: set up your profile → see who fits → Connect → message when both say yes.

1. We first apply clear filters (asset class, ticket, geography, structure, and similar). Profiles that clearly do not fit are not shown as matches.
2. Among the rest, we rank and explain why a pair looks relevant. That explanation is a suggestion to help you decide — not advice or a ranking of managers.
3. You choose Connect, Save, or Skip. Nothing moves to chat until both sides Connect.

You always make your own decisions. Independent diligence stays with you.

Around the product

Depending on your plan you may also see Signals and Analytics. Firms can use CRM export (HubSpot, Salesforce) and API access from Profile → Apps. We do not publish live fundraising mandates or host diligence materials on-platform.

Connect, Save, Skip

• Save — allocators and Manager Pro. Add someone to your shortlist. It never uses a Power Intro or weekly connect. Frozen on Manager Basic.
• Skip — hide a card from your ConnectIN deck (your seat only — colleagues still see it in theirs). On Manager Pro, when the deck is finished, Review suggested matches you skipped brings back skipped matches so you can Save or Connect. You can still find that firm later in DiscoverIN.
• Connect — send a connection request. Each Connect uses one Power Intro (managers) or one weekly connect (allocators). The same weekly pool is shared between DiscoverIN and ConnectIN.

On Manager Basic, you can browse DiscoverIN and Skip in ConnectIN. Save, CRM, and sending Connect unlock with Manager Pro, or if you still have a one-time Power Intro from a referral. Allocators can Save and use CRM from verified registration.

As an allocator, you can Connect to managers on Manager Pro (or another paid manager seat). Connecting to an unclaimed manager profile forwards your request as an invite for that firm to claim and respond. Claimed Manager Basic managers stay browseable, but Connect is blocked until they upgrade.

Weekly limits & daily reveals

Managers get a weekly pool of Power Intros — one per Connect request. Allocators get a weekly connect allowance (same idea). Limits refresh each Monday in your local timezone.

Your Connect queue is every ranked match currently sitting for your mandate — the full pipeline (for example 55 cards). That number is not a daily unlock. Separately, daily reveals pace how many new cards from that queue you can open today (Manager Pro: 12). Cards already opened today stay usable; once the daily cap is hit, further cards freeze until tomorrow but remain in the queue.

If you have both a weekly allowance and a one-time Power Intro (for example from a referral), we use the weekly allowance first. CircleIN draws from the same Power Intro pool as ConnectIN — weekly and one-time. CircleIN daily reveals use the same caps as ConnectIN.

CircleIN

CircleIN is a second matching layer — people match on career history and shared interests (including same-side manager↔manager / allocator↔allocator). Intros draw from your shared weekly Power Intro pool across ConnectIN and CircleIN.

For the first ~6 months only Manager Basic and Manager Pro are public. Phase 2 Manager Bronze / Manager Silver / Manager Gold stay off public sale until cutover. When that happens, existing Manager Pro seats become Manager Silver (same 10 shared Power Intros/week) and keep their current price until they change plan.

• Matching prioritizes shared interest nuance, then schools, past employers, and geography. Same-firm colleagues are never shown — including the other side of a dual manager+allocator profile at the same legal firm.
• Requests and chats stay private to you. When someone accepts, they appear in CRM → Contacts. Colleagues can see that contact. They cannot see the request or the chat.
• Add education, past employers, and interests under Profile → CircleIN. You can mark a dormant person row as not in use without the old firm inbox.

Who gets your Connect

• When you Connect to a firm from ConnectIN, the request goes to that firm’s connection admin for that side (they can hand this role to a colleague). Dual manager+allocator firms have a separate connection admin on each side.
• When you Connect to a person from DiscoverIN, the request goes to that person.

Plans & pricing

Launch is ad-free — no in-workflow sponsored placements for managers or allocators. If ads are turned on later, higher tiers may opt out.

Invite & referrals

Colleague invites (Profile → Team) add someone to your firm side as admin or member — they do not pay the referral reward. Referral links (Profile or Billing) are for bringing a new firm onto AllocatIN. When that referral succeeds, you and the person you invited each receive one Power Intro (usable on ConnectIN or CircleIN) — a one-time boost, not a permanent extra every week.

• Referral to a manager — the reward arrives when they take Manager Pro. A referred manager who stays on Manager Basic does not pay out yet.
• Referral to an allocator — the reward arrives when they claim their firm.

What we don’t do

• We do not recommend investments or label anyone a “best manager.”
• We do not rank performance or sell higher placement in results.
• We do not take success fees or placement fees.
• We do not hold capital, run capital calls, or execute investments.
• We do not send messages or intros on your behalf without you acting.
• We do not host pitch decks, one-pagers, DDQs, or subscription documents.

More detail: Regulatory notices.

Privacy & security

• We recommend turning on two-factor authentication under Profile → Security once you take Manager Pro. It’s optional; once it’s on, Connect, Save, and CRM ask for your authenticator code.
• Privacy request — access, correct, delete, object, or export. You do not need an account: this is also how anyone listed in the unclaimed directory asks to be removed. Object and delete send a confirmation link, then unlist the person from Discover, Connect, and CircleIN (signed-in delete is immediate).
• Sign out from the sidebar, More on mobile, or Profile → Security → Sign out.
• In the workspace: Profile → Privacy → Export my data or Delete account.
• Unsubscribe from claim and marketing email (does not remove a directory listing).
• Cookies · Privacy policy · Refunds · Security.

Mobile

The iOS and Android apps can Discover, Connect, Save (allocators and Manager Pro), send intros on CircleIN, and use MessagIN when you are signed in. Billing, team invites, dual-side profiles, two-factor enrollment, and the full CRM workspace stay on the web. The browser extension is a demo shell, not the live product. You can remove the app anytime; to delete your account, use the web workspace or a privacy request.

Contact us

Something wrong on a profile or in a thread? Use Report, or write via Contact. For intellectual-property or illegal-content notices, see IP & notices.

Also useful: Pricing · About · Legal.