Investors don't have enough to evaluate.
Your story may be clear, but investors also expect a professional deck, financial model, data room, and supporting materials. Without them, interest rarely turns into meetings.
Capital Raise AI Agent
Power Your Capital Raise with AI.
Spend less time managing. More time raising.
OakTech Systems combines AI agents with experienced operators to execute every stage of your capital raise, from Seed to Series C. We manage investor research, outreach, follow-up, due diligence, and reporting, so you can focus on the conversations that move your raise forward.
$1.2B+
Capital formation experience
30 Days
To capital-ready infrastructure
2 Paths
Fund raise · Company raise
The problem
Most capital raises stall before the first LP meeting.
The right investors never hear about your raise.
Finding the right investors is only the beginning. Every raise depends on targeted outreach, consistent follow-up, and a disciplined process to keep conversations moving.
You lose track of investor conversations.
Investor updates live across emails, spreadsheets, and notes. Without one system, it's difficult to know who has responded, who needs a follow-up, and where each conversation stands.
The solution
Six agents. Two acquisition paths. One AI infrastructure.
The right support depends on where you are in your raise. OakTech matches the right AI Agents to your stage, helping you prepare, execute, and manage every step of the fundraising process.
Capital Launch Agent
Build the Foundation
For funds and companies that need to create the capital-raise infrastructure from scratch.
- Investment thesis + fund structure
- Fundraising narrative + Ideal Capital Profile
- Investor presentation + teaser
- DDQ + data room preparation
- Financial model + use-of-proceeds
- Website + landing page readiness
- Investor targeting strategy
Capital Growth Agent
Execute the Raise
For fund managers and founders with an active raise who need execution and IR augmentation.
- AI-powered investor outreach
- CRM + pipeline management
- Follow-up automation + personalization
- Investor nurturing + content
- Webinar + event execution
- Weekly pipeline reporting
- Human oversight throughout
Capital Authority Agent
Lead the Market
For fund managers and founders that want to combine full growth execution with expanded authority and visibility across your market.
- All Capital Growth capabilities
- Social media distribution
- Native AI video content
- Events + PR + podcasts
- Print + broadcast media
- Executive authority building
- External market presence
Add-on agents | Introduced post-qualification only
- BDR Agent
- SDR Agent
- Strategic Capital Advisor
- Brand Identity Agent
- Executive Authority Agent
- Ad Agent Management
Process
How a Capital Raise Assessment works
- Get started
Book your complimentary Capital Raise Assessment.
Complete the short intake form and choose a convenient time to meet. It takes less than two minutes. No sales pitch. No obligation.
- Discover the gaps
Review your fundraising process.
We'll evaluate your fundraising stage, investor strategy, materials, and current process to identify what's slowing your raise and where execution can improve.
- Receive your plan
Get a tailored execution roadmap.
We'll recommend the right Capital Raise AI Agent and show you exactly how we'll support your raise, including the timeline, deliverables, and next steps.
- OakTech executes
Keep your raise moving every week.
Our team manages investor research, outreach, follow-up, pipeline tracking, due diligence, and reporting, keeping every stage of your raise moving while you focus on building investor confidence.
Who this is for
Built for serious raisers ready to execute.
OakTech partners with founders and fund managers who are committed to raising capital and need the systems, workflows, and execution to run a disciplined fundraising process.
Fund Managers
Raising LP Capital for a New or Growing Fund
- Emerging fund managers with a defined thesis
- Established managers launching a new vehicle
- Funds seeking to grow LP base systematically
- IR leaders augmenting an active raise
Founders + Companies
Raising Institutional Equity from Seed to Series C
- Companies preparing for their first institutional raise
- Founders raising Seed, Series A, B, or C
- Companies with materials that are not converting
- Growth-stage companies needing IR infrastructure
Why OakTech
Built by operators who have raised capital, not consultants who advise on it.
Christian Mack has spent more than 25 years helping funds and companies raise capital, participating in over $1.2 billion of financings across private markets.
Through those raises, one challenge appeared again and again: fundraising lacked the infrastructure needed to execute consistently. Teams relied on spreadsheets, disconnected tools, and manual processes to manage investor outreach, follow-up, due diligence, and reporting.
OakTech was built to change that. Today, our team combines capital markets experience with AI-powered execution to help founders and fund managers run disciplined capital raises from start to finish.
$1.2B+
Capital formed
25 Yrs
Capital markets
30 Days
To capital-ready
3 Tiers
Launch · Growth · Authority
Common questions
What fund managers ask us first
What is a Capital Raise AI Agent?
A Capital Raise AI Agent is a managed AI-powered service that helps you prepare, execute, and manage your capital raise. Depending on your stage, it can build your fundraising foundation, from your investment thesis and investor materials to your data room and outreach strategy, or support an active raise with investor targeting, follow-up, CRM management, and reporting.
Who is the Capital Raise Assessment for?
The Capital Raise Assessment is designed for fund managers raising LP capital, founders raising Seed through Series C, and teams that need more structure behind an active raise. Whether you're preparing to launch or looking to improve fundraising execution, it's the best place to start.
What is the difference between Capital Launch, Growth, and Authority?
Each Capital Raise AI Agent is designed for a different stage of your raise. Capital Launch builds the fundraising foundation, including your strategy, investor materials, data room, and outreach infrastructure. Capital Growth executes and manages an active raise through investor outreach, follow-up, CRM management, and pipeline reporting. Capital Authority includes everything in Growth while expanding your market presence through media, events, content, and executive visibility.
Does OakTech work with both funds and operating companies?
Yes. We support both fund managers raising LP capital and operating companies raising institutional equity from Seed through Series C and beyond. During your assessment, we'll determine the right Capital Raise AI Agent based on your goals, stage, and fundraising strategy.
How long does it take to become capital-ready with OakTech?
Most Capital Launch engagements establish a capital-ready foundation within 30 days. That typically includes your investment thesis, investor materials, data room, Ideal Capital Profile, and outreach infrastructure. Your assessment helps determine the right timeline for your raise.
How is OakTech different from a placement agent or investment bank?
OakTech is not a placement agent, broker-dealer, or investment bank. We don't represent issuers or raise capital on your behalf. Instead, we build and operate the AI-powered infrastructure that helps you run a more organized, disciplined, and efficient fundraising process while you maintain direct relationships with investors.
Is the Capital Raise Assessment free?
Yes. The Capital Raise Assessment is a complimentary discovery session with no cost and no obligation. We'll learn about your fundraising goals, answer your questions, and determine whether OakTech is the right fit. If it is, we'll outline a recommended approach, timeline, and engagement. The decision to move forward is entirely yours.
What is OakTech Systems and what do you do?
OakTech Systems builds and deploys AI-powered agent solutions for fund managers, founders, and companies that need to raise capital or scale commercial operations, through a suite of AI agents matched to each client's specific stage and objective.
What happens during a Capital Raise Assessment?
The assessment is a structured discovery call — not a pitch. We learn about your fund or company, your capital-raising stage, and your investor target profile, then determine whether Capital Launch, Growth, or Authority support is the right fit, with no obligation.
What deliverables does OakTech produce for a capital raise?
Depending on the agent tier: investment thesis refinement, fund or company strategy, Ideal Capital Profile, fundraising narrative, investor presentation, DDQ and data room preparation, investor targeting strategy, outreach sequences, CRM and pipeline management, follow-up automation, and performance reporting.
Do you work with international clients?
Yes. OakTech works with fund managers and founders across the United States, United Kingdom, UAE, and other markets, conducted remotely. If you are raising capital from US-based institutional or accredited investors, the assessment is relevant regardless of where your team is based.
What information should I prepare before the Capital Raise Assessment?
It helps to have a general sense of your fund or company stage, target raise amount, investor profile, and what you have already built. You do not need everything prepared — the assessment identifies the right starting point.
Book now, no cost, no obligation
Book your free Capital Raise Assessment
In this 30-minute working session, we'll evaluate your fundraising process, identify execution gaps, and explore how AI can streamline investor outreach, follow-up, and fundraising execution. No pitch. Just practical insights on your capital raise.