Company Incorporation
Allocator (then called HedgePo) is founded.
Allocator is a software and data-as-a-service company, providing integrated data and software solutions to the alternative investments industry. Our underlying mission:
We champion the pursuit of clarity, opportunity and efficiency for capital allocators
Personal experience told us there had to be a better way. Our team has deep investment experience, technical skills & operational know-how. Our daily focus is:
To be the innovation partner of choice for the world’s leading investment offices
Allocator (then called HedgePo) is founded.
Investors are able to connect with previously unknown fund managers to request additional information and diligence meetings.
The first version of the Allocator's post investment portfolio monitoring offering goes live. Product is seeded by a Far East Sovereign Wealth Fund and Middle East Family Office.
HedgePo rebrands as Allocator. The announcement is made at The Global CIO Summit in St Andrews, Scotland.
1000 funds reporting data and documents to over 700+ institutional investors and family offices members through the platform.
Allocator launches initial capabilities for investors in capital drawdown funds.
Users are able to pull data tables and individual values in their own Excel workbooks. Initial customers automate customised fund fact sheets and risk reports.
Morningstar, Inc. acquires a non-controlling minority stake in Allocator and invests significant capital towards growth initiatives.
Allocator launches Hive, a virtual data room platform enabling fund managers to share data and documents with investors.