Allocate vs Caproom
Allocate
allocate.co
Caproom
caproomfunds.comSide by side
| Figure | Allocate | Caproom |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 1 | 4 |
| Spec score · Fund Administration Software | 7.6 (#12) | 7.5 (#15) |
| Purpose | Allocate provides infrastructure for wealth advisors and asset managers to manage private markets investing, including investment access, fund vehicles, subscriptions, and portfolio operations. | Caproom provides fund formation, administration, fund operations and portfolio company oversight in one platform. |
| Support | The contact page says a team member responds to inquiries and offers a 30-minute introductory call followed by a platform walkthrough tailored to the firm. | Self-serve includes email support; Assisted includes bi-weekly update calls and same-business-day response from a named founder contact. |
Plans
Caproom
- Fund formation€25,000, paid once
- Assisted fund operationsPriced on request
- Managed fund operationsPriced on request
- Self-serve fund operationsPriced on request