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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$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+
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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
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 Start a Private Investment Fund: What Managers Often Miss
Distinct Strategic Positioning What managers miss is not strategy itself, but clarity of positioning. They understand their approach internally yet fail to articulate a precise and differentiated value proposition externally. This often happens because managers describe what they invest in—asset classes, sectors, or instruments—rather than why their approach is structurally superior or uniquely repeatable. The effect is […]
What is a Capital Raise?
So, What Is a Capital Raise? A capital raise is the structured process through which a company, fund, or investment sponsor secures capital from external investors to finance a defined objective, which may include launching a private equity fund, acquiring real estate assets, funding a startup’s growth, expanding operations, or executing a specialized investment strategy. […]
Hedge Fund vs Venture Capital: Structural Tradeoffs That Actually Matter
Capital Liquidity Liquidity defines how and when investors can get their money back and that single feature shapes nearly every downstream decision in a hedge fund vs venture capital structure. It affects portfolio construction, risk tolerance, investor communication, and how mistakes are handled. Hedge funds operate with capital that can move. Even with lockups, gates, or side pockets, the expectation of redemption forces constant […]
How to Start an Incubator Fund
What an Incubator Fund Is (And What It Isn’t) An incubator fund is a deliberately constrained investment vehicle designed to validate a strategy under real market conditions, with real capital, but without the weight of full-scale institutional expectations. It is not: When managers misunderstand this, they over-engineer too early and lock themselves into costs, reporting, and expectations that the […]