On average, our clients reduce diligence timelines by up to 80%, review more deals with the same team size, and present cleaner, investor-ready outputs that accelerate commitments.
On average, our clients reduce diligence timelines by up to 80%, review more deals with the same team size, and present cleaner, investor-ready outputs that accelerate commitments.
The fast-track roadmap to launching your first fund.
Success Stories
“OakTech transformed our family office operations by automating 75% of our manual analysis work while improving decision quality. Our team can now evaluate 40% more deals with greater consistency and confidence.”
— Jeff Luzzi, Deal Origination, Terra Rossa
“DDC transformed our investment process by automating 75% of our manual analysis work while improving decision quality. Our team can now evaluate 40% more deals with greater consistency and confidence.”
Christian Mack, Managing Partner, Lotus Domaine Fund
Unlike static data rooms, Due Diligence Co-Pilot (DD Co-Pilot) doesn’t just store documents; it actively reviews, scores, and flags issues with AI, helping you spot risks and opportunities much faster. It goes beyond a typical due diligence service by combining automation with deep analysis.
Yes. DD Co-Pilot allows you to tailor screening questions, scoring weights, and red-flag alerts to align with your specific investment thesis and compliance standards. This flexibility makes it ideal for due diligence for investors across different strategies and asset classes.
It complements them. Automated due diligence cuts down repetitive work like document checks and memo generation, while your analysts focus on high-value judgment calls and negotiations.
We use bank-grade encryption, role-based access controls, and full audit trails to ensure all information remains confidential and compliant with industry standards.
Yes. DD Co-Pilot integrates with commonly used CRMs, data rooms, and communication platforms, making it easy to plug into your existing processes without disruption.
Our automated due diligence platform includes built-in syndication features, so you can securely share findings, reports, and red-flag summaries with co-investors, speeding up collaboration and alignment.
DD Co-Pilot produces structured investment memos, rejection summaries, risk reports, and audit-ready outputs that can be shared directly with LPs and stakeholders. These outputs mirror the rigor expected from a leading financial due diligence company but delivered faster through automation.
Most teams are up and running within days. Our onboarding process includes setup, training, and workflow customization so you see value right away.
Absolutely. Whether you’re a first-time fund manager or a large institutional investor, DD Co-Pilot scales to your needs, helping you review more deals with fewer resources. It supports everything from operational and financial reviews to technical due diligence, giving you a full-spectrum solution.
OakTech Systems gives you the structure, speed, and investor access you need to launch right the first time. No wasted steps. No costly delays. Just a fund that’s compliant, investor-ready, and designed to scale.
Pricing Model:
Setup: $5K-$30K + Monthly: $2.5K-$15K
Pricing Model:
Setup: $6K-$36K + Monthly: $3K-$18K
Pricing Model:
Setup: $3K-$18K + Monthly: $1.5K-$9K
Pricing Model:
Monthly: $6K-$20K