Allocator One

One week ago, we hosted our first-ever Allocator One Summit in London, and the energy was unforgettable. With over 350 guests, 80% travelling from five continents, the event left us inspired to make this an annual tradition. But here’s why we’re doing this: The world is at a tipping point. Technology will be critical in driving the growth needed to tackle today’s challenges, with tech now making up 30%+ of global equity market cap—all beginning as venture-backed ideas. Our analysis of 70%+ of the global market of first-time fund managers highlights a significant opportunity to reallocate capital to sectors where growth truly matters. Right now, 75% of capital flows into saturated markets. First-time fund managers, especially top performers, have the insights and impact-driven missions to lead this shift. Our goal with the summit was simple: bring together allocators, first-time fund managers, and seasoned GPs to build a platform for collaboration and growth. Allocator One was born from a belief that meaningful change is essential, and we’re committed to supporting this community by sharing our insights, network, and tech platform. A huge thank you to everyone who made this summit possible—from our inspiring speakers to the amazing team. And to the first-time GPs who trusted us with their journeys, thank you for sharing your vision with us. We’re proud to support the top 3% of such visionary leaders. At Allocator One, we believe in one thing: Allocate or Stagnate. Here’s to what’s next! And finally, a special shout-out to our amazing team who pulled this summit together in just 15 weeks. Your dedication and hard work made it all possible—thank you!!! Heidi Strunz Michael Str?ck Philip Kasumu Bjarne Scheel Rahul Sundar Michael Brennan Arushi Sharma Veronika Lang Julianne Yamate Paula Schwarz ByungSun Hwang Ph.D. Simmi (Simarjit) Bajwa-Seifert

Great to have been a part of yesterday’s panel alongside Amit Burman and Tom Spencer, brilliantly moderated by Sam Nallen Copley. We dove deep into the evolving landscape of co-investment and direct opportunities among family offices, and discussed the role fund of funds like Allocator One play in shaping this space. A huge thank you to Gus Morison and the incredible AYU team for hosting such a stellar Family Office Summit. By far one of the best events this year. The insights from the other panels were truly world-class. #FamilyOffices #Investment #FundOfFunds #venturecapital

PUMPED to be a speaker with Michael Str?ck and Sabrina Paseman at Allocator One's flagship San Francisco GP+LP Mixer tonight (Thursday Sept 19) at the Misalignment Museum to a crowd of LPs and Emerging Managers! If you're in SF tonight and excited about high alpha hilltop-advantage emerging managers, then please join us! https://lnkd.in/g_xz8Uwp

There’s an ongoing (I hope forever :-) debate on whether Sarah Drinkwater‘s Common Magic or Noa Khamallah‘s Don't Quit Ventures was our first investment… Either way - you always remember your first big crush <3

We had the pleasure of celebrating another 20/80 event at Am Hof 8 - Private Members Club in Vienna last week. Our 20/80 series, hosted in partnership with UBS, always focuses on bringing together people who drive progress, create value, and make an impact. It’s about creating spaces where these individuals can have confidential conversations and foster synergies. In addition to this, we marked a significant milestone on Thursday by celebrating the 1-year anniversary of Allocator One, alongside the birthdays of Felix and Michael. Over the past 12 months, building Allocator One has been driven by our mission to support the top 3% of first-time fund managers in getting their funds off the ground, and we couldn't be more proud of the brand, network of GPs, LPs, and friends we have already built while doing so. Our achievements confirm that what we do generates much-needed value for the entire ecosystem, and we are just getting started. A big thank you to all our guests for joining us, to our friends from UBS, to Hof 8, and to brutkasten for their consistent support of our events in Vienna. We're already looking forward to the next one! #TwentyEighty #AllocatorOne #AllocateOrStagnate

Congrats, to our Allocator One Batch 1 LP Sarah Drinkwater! Bringing Isomer Capital on board for Common Magic is a huge win. ?? We love how you’re doubling down on community as the core of your thesis—it’s clearly resonating. Allocator One is excited to back ambitious first-time GPs like you who are carving their own lane. You’re proof that real differentiation matters, and it’s great to see investors recognizing that. Can’t wait to see where you take it next! ?? #VentureCapital #FirstTimeGP #AllocatorOne #CommunityPowered #IsomerCapital

Very humbled and grateful for this story in Maddyness UK. Fifth Quarter Ventures’ vision is to put the regional tech ecosystem at the global map as our athletes did at the Paris Olympics. Thank you Noa Khamallah https://lnkd.in/df46WDZG

Imagine a world where the next revolutionary startup isn't funded because the right investor wasn't in the room. It's not just a hypothetical – it's a reality that's played out countless times in the clubby, often homogeneous world of venture capital. But what if we could change that narrative? ?? ????????-???????? ?????????????? ???????? ???????????? ???????????????? ????, ???????????????????????? ?????? ???????????????????? ???? ???????? ???? ???? ?????? ?????? ???? ???? ????.?Or as our brilliant GP, Sarah Drinkwater, puts it, "True venture capital is meant to be about the risk of the new."?We couldn't agree more. #AllocatorOne #AllocateOrStagnate https://lnkd.in/eNnHR3DU

Summer is for taking time to think. And something that's been on my mind after a whole year of building Common Magic and a brilliant trip to my old home San Francisco is independence + interdependence. You start a solo fund because there's a specific way you see the world. Typically, you have a specific network or angle with the goal of finding unique opportunities and helping these companies win with your unique skillset. As one example: San Francisco has incredible density, energy and velocity that any ambitious European founder or VC needs to be in the orbit of regularly. It’s a good kick up the arse to be serious about what you do. At the same time, any one-industry city sometimes falls into groupthink. Why does this matter? Because two things which have been on my mind are true at once: Venture capital at its core is all about finding the new?— this is where outsize returns are made. If an LP is investing into a new or emerging fund versus a larger brand, it’s because they’re seeking those outsize returns versus the brand association and more stable returns a larger fund may bring. True venture capital is meant to be about the risk of the new; finding and funding hard things, weird things, things that are not yet consensus. The future will not look like the past and the risk/reward likely won’t be as extreme if you’re?thinking about and doing the same things as everyone else. At the same time, unless you’re the rare kind of company that only wants to raise venture capital once and focus on profitability,?to be able to raise then any founder and their investors will need to persuade others?— in current and future rounds — that this company justifies further backing. Too weird or too early or too [insert adjective] won’t work. More here: (and - note - this isn't an anti SF post or even really about SF. More a note to self to focus and know yourself)

We're on the lookout for two enthusiastic interns to join our fast-growing team ASAP! If you're eager to gain valuable experience, extend your network, and thrive in an entrepreneurial environment while working with talented people like Michael, Philip, Veronika, Heidi, and more, this is the perfect opportunity for you. Curious about what it's like to work at Allocator One? Feel free to reach out to our current interns, Florian and Bjarne. #AllocatorOne #WeAreHiring