Transforming Capital Markets Through AI Consulting & Incubation
We provide innovative AI solutions and professional services to revolutionize fund management and capital market operations while incubating breakthrough technologies.
Trusted by top financial institutions, asset managers, and family offices.
About OakTech Systems
OakTech Systems is at the forefront of developing innovative AI models and professional services tailored for the capital markets sector. Our commitment to innovation and excellence positions us as a key player in driving forward the integration of artificial intelligence within capital markets.
Our Vision
To be the leading provider of AI-driven solutions that revolutionize capital markets, ensuring our clients achieve consistent success in a competitive landscape.
Our Mission
To empower Capital Markets with GenAI-powered tools and insights, enabling optimal fund management, risk mitigation, and sustained growth through our proven dual-value-creation model.
Our Four Core AI Solutions
Comprehensive AI-powered solutions designed to address every aspect of capital markets operations
Fund Incubation
Pricing Model:
Setup: $5K-$30K + Monthly: $2.5K-$15K
- Niche investment thesis development
- Optimal funding vehicle selection
- Marketing asset creation
Fundraising Solutions
Pricing Model:
Setup: $6K-$36K + Monthly: $3K-$18K
- Investor matching algorithms
- Automated outreach campaigns
- Performance analytics dashboard
Due Diligence Co-Pilot
Pricing Model:
Setup: $3K-$18K + Monthly: $1.5K-$9K
- Automated document analysis
- Risk assessment algorithms
- Market comparison tools
Business Process Assessment with AI
Pricing Model:
Monthly: $12K-$32K
- Process automation design
- AI workflow integration
- Performance optimization
A Self-Reinforcing Growth Engine Built for Fund Managers
Proof of Performance
DDC Venture Success
$12M Valuation
Due Diligence Co-Pilot achieved $2.5M funding at $12M valuation
Fund Incubation Excellence
98% Success Rate
Fundraising Acceleration
65% Above Target
Process Optimization
55% Cost Reduction
Ready to Transform Your Capital Markets Operations?
Get Started Today
Blog
The Emerging Manager’s Playbook for Q4Success
How to leverage AI and strategic planning to make Q your strongest quarter yet. As the end of the year approaches, many in the capital markets begin to wind down. But for savvy emerging managers, Q presents a golden opportunity to gain a competitive edge. While others are distracted by holiday planning, you can be […]
Beyond the Hype: How AI is ReallyTransforming Due Diligence
Move past the buzzwords and discover the practical ways AI is revolutionizing investment analysis. Artificial intelligence is poised to transform every industry, and capital markets are no exception. But beyond the headlines and the hype, what does AI actually mean for the dayto-day work of investment professionals? When it comes to due diligence, the impact […]
Perfect Month to Accelerate Your Fundraising Strategy with AI
Summer might slow down some markets—but fundraising doesn’t have to. In fact, July is one of the best times to gain a competitive edge. While others pause for vacation, you can press forward with precision—armed with the power of AI.At OakTech, we believe that speed and clarity win in capital markets. That’s why our Fundraising […]
The LP Squeeze: Navigating a CrowdedFundraising Market
The State of the Fundraising Market The numbers don’t lie: the fundraising market is tough. According to recent data, private equity fundraising has hit its lowest level in seven years, and the amount of capital being sought by fund managers far outstrips the amount that LPs are willing to allocate. This means that for every […]