The Challenge
Cork & Vines Fund I set out to launch a new hospitality concept built on a 15+ year track record of restaurant success. To bring its vision to life, the team needed to exceed its $10M fundraising target, differentiate itself in a competitive market, and strategically position its flagship expansion at Stanford Shopping Center.
The Oaktech Solution
Oaktech partnered with Cork & Vines to apply its proven fundraising methodology, tailored to the hospitality and lifestyle sector. Our approach included:
- Systematic investor targeting focused on high-net-worth individuals
- A compelling investment narrative highlighting Cork & Vines’ established track record
- Strategic positioning of the Stanford Shopping Center expansion to anchor investor confidence
This process created fundraising momentum that accelerated capital commitments while building long-term investor relationships.
The Results
- 50% target exceeded, raising over $15M with momentum toward $20M+
- 40% investor meeting-to-commitment conversion rate
- 11 months to completion of fundraising cycle
- 20%+ projected IRR for investors
- Capital successfully deployed to launch the flagship Cork & Vines at Stanford Shopping Center
Client Perspective
“Oaktech’s fundraising methodology helped us exceed our capital target by 50%, raising over $15M for Cork & Vines Fund I. Their systematic approach to investor targeting created momentum that drove our successful capital formation.”
— JC Clow, Founding Partner, The Winery Restaurant Group
