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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$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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$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
Pricing Model:
Setup: $5K-$30K + Monthly: $2.5K-$15K
- Niche investment thesis development
- Optimal funding vehicle selection
- Marketing asset creation
AI 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: $6K-$20K
- Process automation design
- AI workflow integration
- Performance optimization
A Self-Reinforcing Growth Engine Built for Fund Managers
Current Projects
$20M+
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$5M+
BUDGET
$100M+
BUDGET
$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
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
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
How to Set Up a Fund: Common Delays and How Experienced Operators Avoid Them
Why Fund Setup Takes Longer Than Expected Ask a first-time fund manager how long it takes to set up a fund, and you’ll often hear optimistic timelines. Ask someone who has launched multiple funds, and the answer is more cautious. Fund setup takes longer than expected because it is not a linear checklist. It is a sequence […]
How to Form an Investment Fund: Structure, Legal Setup, Automation and Execution
Why Fund Formation Feels Harder Than It Should Most first-time and emerging fund managers expect fund formation to be a legal exercise. They anticipate drafting documents, opening a bank account, and then focusing on fundraising. In reality, the friction they experience is rarely legal alone. The real difficulty comes from coordination. Attorneys, administrators, compliance consultants, banks, and technology vendors all speak different languages. […]
Raising Capital for Real Estate in 2026
What Makes Capital in Real Estate Different? Real estate occupies a unique position in capital markets. It is tangible, cyclical, illiquid, and deeply operational. Unlike venture or public equities, outcomes are shaped as much by execution and timing as by market forces. What differentiates capital in real estate is that investors are underwriting three things simultaneously: […]
What is Capital Raising? A Practical Guide
What Is Capital Raising? Capital raising is the process of securing funds from external sources to support a company’s strategic objectives, such as growth initiatives, acquisitions, new product development, geographic expansion, or balance-sheet stabilization. Most capital fits into three categories: A helpful way to think about capital raising is as a trade between resources today and obligations tomorrow. Obligations that may take […]