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+
BUDGET
$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
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 […]