Allocate vs Hemrock
Allocate
allocate.coHemrock
hemrock.comSide by side
| Figure | Allocate | Hemrock |
|---|---|---|
| Price from | — | $1.67/mo |
| Free plan | — | Yes |
| Free trial | — | — |
| Open source | — | Yes |
| Web | Yes | Yes |
| API | — | Yes |
| Self-hosted | — | Yes |
| Plans published | 1 | 11 |
| Spec score · Fund Administration Software | 7.6 (#12) | 8.7 (#1) |
| Founded | 2021 | 2005 |
| Integrations | Allocate says it integrates with major third-party wealth reporting systems but does not name them on the page opened. | A prebuilt, one-way Affinity integration imports deal and relationship data into portfolio and diligence views; webhooks are listed as coming soon. |
| Security controls | Allocate says it uses role-based access controls, encrypts data at rest with AES-256-GCM and in transit with TLS 1.2/1.3, and enforces MFA when available. | The platform states that it uses role-based access, row-level security, encrypted API-key storage, Supabase Auth, and optional multi-factor authentication. |
| 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. | Every purchase includes free email, phone, and WhatsApp support for understanding and using the models. |
Plans
Hemrock
- Free pay-what-you-want toolsFree
- Self-hostedFree
- Cap Table & Exit Waterfall API/MCP compute$20 a year
- Fund Economics API/MCP compute$20 a year
- How to build fund infrastructure with AI workshop$75, paid once
- Standard Financial Model$149, paid once
- Cap Table, Exit Waterfall, and Portfolio Construction workshop$175, paid once
- Hosted$250 a month
- Working session$395, paid once
- Setup and support$2,500, paid once
In their own words
Hemrock
Hemrock Portfolio is an open-source platform for venture funds that turns company updates into structured metrics, dashboards, monitoring and LP reporting. Users can forward PDF, Excel, PowerPoint or plain-text updates; AI extracts metrics and flags uncertain results for review. The platform charts MRR, burn, headcount and custom KPIs over time, and can draft quarterly LP letters and investor report cards. It supports user-provided AI keys for Anthropic, OpenAI, Google Gemini and OpenRouter, as well as local models through Ollama. Designed to run on a customer’s own infrastructure, database and AI keys, it is described by Hemrock as keeping portfolio data separate from other funds and out of model training. The Apache License 2.0 permits personal or commercial use. Optional Fund Operations adds a double-entry ledger for funds, SPVs, direct deals or GP entities, plus period closing and a compliance calendar. Self-hosted use is free; Hosted starts at $250 a month, and Setup and support starts at $2,500, paid once.