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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$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+

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$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

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 […]