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Carly Chan

Director, Marketing at Allocate

Carly Chan currently serves as the Director of Marketing at Allocate since March 2025, focusing on enhancing transparency and responsible participation in private markets. Previously, Carly held the position of Senior Manager of Marketing at Carta from May 2022 to February 2025, where notable achievements included scaling virtual events to generate an annual 8-figure ARR and optimizing multiple marketing channel operations. Prior roles include Program Manager of Marketing at StreamYard, Program Manager of Developer Relations at Google, Associate Project Manager at Appen, and Project Coordinator at Uptime Institute and The Chinese University of Hong Kong. Carly's educational background includes an Executive Education in Strategic Change Management from Northwestern University's Kellogg School of Management, an Executive Education in Business Analytics from UC Berkeley's Haas School of Business, a PMP Certificate from the University of Washington, a Master's from The University of Hong Kong, and a Bachelor's degree from The Chinese University of Hong Kong.

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Allocate

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Alternative investments have become a growing staple in investor portfolios as investors continue to seek better portfolio diversification and higher returns. However investing in and alongside the most promising venture funds is primarily limited to institutional investors and industry insiders. They are here to change that.


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