Summer might slow down some markets—but fundraising doesn’t have to. In fact, July is one of the best times to gain a competitive edge. While others pause for vacation, you can press forward with precision—armed with the power of AI.
At OakTech, we believe that speed and clarity win in capital markets. That’s why our Fundraising Solution is built to help founders, GPs, and emerging managers connect with the right investors at the right time—without the guesswork, cold lists, or expensive placement agents.
The July Window
An Underrated Fundraising Advantage
While the perception is that summer is quiet, many investors are actually more accessible, checking in from lighter schedules and reviewing new opportunities before Q3 ramp-up.
This makes July the ideal moment to:
- Re-engage warm leads with timely messaging
- Book calls while calendars are still open
- Build top-of-funnel momentum that matures by fall
How OakTech Supercharges Your July Fundraising Push
AI-Powered Investor Matching
No more spreadsheets or endless LinkedIn searches. Our system intelligently matches your fund with investors whose mandates, preferences, and behaviors align with your thesis.
Automated Outreach Campaigns
We don’t just give you leads—we start conversations. Our platform builds and sends personalized messaging sequences designed to engage and convert.
Real-Time Analytics and Optimization
Track open rates, engagement, and meeting conversions—all in real-time. Pivot your messaging based on data, not guesswork.
Time-Saving Fundraising Funnel
Our tools shorten your fundraising cycle by up to 50%, freeing up your time to focus on what matters: building investor relationships and scaling your fund.
What’s New in July?
This month, we’re rolling out:
- Enhanced personalization features for investor communications
- Expanded database of capital allocators, including family offices and RIAs
- Integration with our Due Diligence Copilot, so you can prep investor-ready materials as you fundraise
Final Thoughts: Fundraising Smarter Starts Now
If you’re planning to wait until the fall to kick things into gear, you’re already behind. The best time to move is when others are pausing—and OakTech gives you the tools to do it with confidence, clarity, and results.