Exclusive Investment Opportunities
Your Curated Gateway to High-growth, Off-market Potential
Step into a more intelligent way of investing with OakTech Systems, built for investors who expect more than surface-level insight. We deliver sharper diligence, stronger deal intelligence, and access to exclusive investment opportunities.
Current Investment Opportunities
Hospitality
Actively Raising
Private equity fund scaling upscale wine bars and experiences with proven demand and leadership. Award-winning hospitality team with regional and national expansion plans.
$20M
Fund Size
$15M
Raised to Date
20%+
Targeted IRR
Consumer-driven scalable model in high consumption growth sector.
Finance
Actively Raising
Private money lending fund specializing in short-term bridge and refinance loans for residential and commercial investors.
$100M
Fund Size
8%+
Annual Return
$386M+
Loans Originated
Secured by first-position liens on real estate with proven track record and monthly returns.
Quant & Arbitrage | Early Access
Actively Raising
A $50M–$100M market-neutral fund using systematic and high-frequency trading across digital assets and traditional securities. Focused on exploiting latency, basis, and cross-venue arbitrage.
$50M – $100M
Fund Size
Market
Neutral
Institutional
Grade Controls
Led by Jeff Luzzi & Paul Sanchez with technology-driven strategy for uncorrelated returns.
Venture Capital | Index Strategy | Pre-IPO Access
Actively Raising
Institutional-grade access to the top 20 U.S. VC-backed unicorns through a 100% private, market-cap-weighted structure, delivering diversified late-stage venture exposure with institutional pricing and transparent methodology
5
Year Term
2%
Management Fee
$100M
Target Fund Size
Transparent, fee-efficient access to the most innovative private companies in the U.S.
Healthcare
Actively Raising
Global health tech firm with AI-designed 3D printed veneers and a B2B2C model. Same-day smile solutions with proprietary in-house 3D printing technology.
$5M
Raise Amount
$55M
Valuation
$19.5B
Global Market
EU clinics expanding to U.S. & Asia with 40% referral commission structure.
Distressed Commercial Real Estate
Actively Raising
A private real estate fund acquiring distressed office assets at 20–40% discounts and stabilizing them with Regus as an immediate anchor tenant, creating dependable cash flow and long-term value across high-growth U.S. markets.
$50M–$100M
Fund Size
15–20%
Target Net IRR
5-10 buildings
Portfolio Size
A discount-driven CRE strategy strengthened by immediate tenancy, defensive cash flow, and a proprietary ROFR pipeline for scalable growth
Healthcare | Pre-IPO Access
Actively Raising
Membership-based longevity platform integrating 360 diagnostics, functional medicine, advanced modalities, and AI-driven patient tracking within a nationally scalable system
$10M
Target Raise
~500
Locations
$4T+
Longevity Market
The “health operating system” for longevity—standardized care, measurable outcomes at a national scale
Enterprise Software
Actively Raising
Operator-led private equity firm focused on acquiring and scaling lower-middle-market enterprise software companies through a proprietary, repeatable value-creation methodology
~$90M
Target Raise
2.6x
Net MOIC (LP)
35%
Target Returns
Secondary fund acquiring discounted LP interests and funding growth in active enterprise software portfolios
Backed by Oaktech's Proven Track Record
OakTech Systems gives partners and investors a smarter, faster, and more transparent way to evaluate potential investments with confidence. Our AI-driven diligence and operator-led systems consistently deliver higher performance.
98%
Fund Incubation Success Rate
Our launch framework produces investment-ready funds with near-perfect consistency, creating stronger vehicles that lead to more exclusive investment opportunities.
65%
Above-Target Performance
Clients outperform original goals thanks to deeper insights, stronger positioning, and AI-enhanced decision intelligence.
50%
Faster Fund Launches
Our streamlined workflows and automation cut launch timelines in half, bringing high-quality vehicles to market sooner.