Transforming Capital Markets Through AI Consulting & Incubation

We deliver innovative AI solutions backed by the expertise to transform fund management and capital market operations while incubating breakthrough technologies.

Trusted by top financial institutions, asset managers, and family offices.

$20M+

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$30M+

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$50M+

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ADU Fund

$20M+

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DST Fund

$35M+

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$20M+

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$5M+

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$100M+

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$10M+

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$30M+

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$50M+

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ADU Fund

$20M+

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DST Fund

$35M+

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About OakTech Systems

OakTech Systems is at the forefront of developing innovative AI models and professional solutions 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

AI Fund Incubation Solutions

Complete fund creation and launch for emerging managers with AI-powered strategies.

Pricing Model:
Setup: $5K-$30K + Monthly: $2.5K-$15K

AI Fundraising Solutions

AI-powered capital raising platform and campaign management for maximum efficiency.

Pricing Model:
Setup: $6K-$36K + Monthly: $3K-$18K

Due Diligence Co-Pilot

AI-powered investment analysis and due diligence automation for superior decision-making.

Pricing Model:
Setup: $3K-$18K + Monthly: $1.5K-$9K

Business Process Assessment with AI

AI-powered investment analysis and due diligence automation for superior decision-making.

Pricing Model:
Monthly: $6K-$20K

A Self-Reinforcing Growth Engine Built for Fund Managers

Our unified system accelerates every phase of the capital lifecycle—turning Fund Incubation into Fundraising opportunities, unlocking Due Diligence insights, and powering Business Process Transformation.

Current Projects

$20M+

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$5M+

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$100M+

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$10M+

BUDGET

$30M+

BUDGET

$50M+

BUDGET

ADU Fund

$20M+

BUDGET

DST Fund

$35M+

BUDGET

$20M+

BUDGET

$5M+

BUDGET

$100M+

BUDGET

$10M+

BUDGET

$30M+

BUDGET

$50M+

BUDGET

ADU Fund

$20M+

BUDGET

DST Fund

$35M+

BUDGET

Proof of Performance

Comprehensive AI-powered solutions designed to address every aspect of capital markets operations.

DDC Venture Success

$12M Valuation

Due Diligence Co-Pilot achieved $2.5M funding at $12M valuation

Fund Incubation Excellence

98% Success Rate

Transformed operators into successful emerging fund managers

Fundraising Acceleration

65% Above Target

AI-driven platform helped exceed fundraising goals consistently

Process Optimization

55% Cost Reduction

Streamlined operations reducing costs and increasing efficiency

Ready to Transform Your Capital Markets Operations?

Join our successful clients who have revolutionized their operations with AI-powered solutions and achieved exceptional growth through our proven methodologies.

Get Started Today

Ready to transform your fund management and capital market operations? Reach out to us to learn how OakTech can help you achieve your goals.

Join Our Growing Team

OakTech grows through talent that thrives in complexity. If you’re driven by impact, precision, and innovation, you belong here.

Blog

What Is an Incubator Fund?

The Real Purpose of an Incubator Fund  An incubator fund exists to answer one question decisively:  Can this strategy generate repeatable results inside a real fund structure?  That sounds obvious, but many early funds never answer it cleanly. They either raise too much capital too early, over-engineer compliance before proof exists, or run “friends and family” money […]

How Hedge Fund Regulation Impacts Fund Launch Timelines, Costs, and Investor Confidence 

What is Hedge Fund Regulation?  Hedge fund regulation is the legal framework that governs how a hedge fund is structured, marketed, operated, and overseen throughout its lifecycle.  It defines how a fund is formed, who can invest, how capital is raised, what must be disclosed, and how ongoing compliance, reporting, audits, and oversight are handled. Hedge fund regulation […]

Types of Management Fees in Hedge Funds and When to Use Them

How Experienced Investors Really Look at Management Fees  Sophisticated investors rarely fixate on whether a fund charges 1.5% or 2.0%. What they really want to know is whether the fee makes sense in context.  They look at how long the management fee can support the fund if markets are flat. They think about whether the manager can retain talent during […]

How Much Do You Need to Start a Hedge Fund in 2026?

First: Let’s Separate Two Very Different Numbers  When people ask, “How much do you need to start a hedge fund?” they are usually mixing up two completely different things:  You can legally start a hedge fund with surprisingly little startup capital because today’s formation process is largely procedural: lean legal structures, outsourced compliance, and modern service providers make it possible […]