In this episode of the Allocate Podcast, K1 Founder & CEO Neil Malik joins host Samir Kaji for a candid conversation about what it takes to build a durable investment platform, and how K1 partners with enterprise software companies to help them scale.

Neil reflects on K1’s evolution: from launching a $250 million debut fund in 2011 to managing over $20 billion in assets while staying focused on small-cap enterprise software. The discussion highlights K1’s direct sourcing model, internal talent development, and how proprietary data and AI are transforming both the firm’s portfolio and operations.

For founders, executives, and investors navigating the private markets, this episode offers a clear view into K1’s disciplined approach — and how focus, culture, and execution compound over time.