Accelerate Fundraising with Tech-Powered Strategy and Precision
In today’s market, fundraising is a marathon, not a sprint. Cycles drag on for months, investors are flooded with opportunities, and generic pitches don’t cut through the noise. To win capital, you need sharp targeting, strong positioning, and a story that investors can trust.
That’s where OakTech Systems comes in. As an AI-native fundraising partner with 20 years of combined industry experience, we streamline the process end to end, from investor matching and automated outreach to real-time analytics and compliance. By cutting up to 80% of the manual grind, we help fund managers raise capital faster, build stronger LP connections, and lock in investor commitment.
No delays. No missed opportunities. No dead ends. Just efficient fundraising that turns conversations into commitments.
Who We Help
Whether you’re just starting out or scaling an established fund, OakTech is built to support your fundraising journey with solutions tailored to meet you right where you are.
- Venture Capital & Private Equity Managers
- Emerging Managers & First-Time Funds
- Mid-Market & Growth Funds
- Institutional Investors (LPs)
- Family Offices & High-Net-Worth Investors
The OakTech Advantage
The biggest challenges in fundraising are time, access, and trust. OakTech tackles all three with AI-driven precision and decades of market expertise, so you can focus on results.
AI-Powered Investor Matching
Our AI engine pinpoints the LPs most aligned with your fund’s sector, stage, and investment thesis. That means no wasted outreach, only meaningful conversations with investors who are a genuine fit.
Automated Outreach at Scale
We design outreach campaigns that feel personal, even when sent to hundreds of investors at once, letting you scale your reach without sacrificing the human touch that builds LP trust.
Real-Time Analytics & Funnel Optimization
Track engagement across every touchpoint with live insights that show what’s resonating and what isn’t. With data-driven funnel optimization, you can refine your approach and keep investor momentum high.
Compliance Without the Headache
We simplify the complexity of cross-border fundraising by aligning your process with the right regulatory standards. This prevents costly delays and ensures your raise stays on track.
Direct Access to Networks
OakTech connects you directly to syndication partners, family offices, and institutional LPs. By widening your investor pool, you expand opportunities for faster, larger capital closes.
Efficiency Through Automation
Our workflows eliminate up to 80% of manual, repetitive tasks in fundraising. That frees you to focus on what really matters, building relationships and securing commitments.
Our Proven Process
Raising capital is complex, but it doesn’t have to be chaotic. With OakTech’s proven process, we blend automation, data, and real-world expertise to keep fundraising clear, efficient, and on track. Step by step, we help you build momentum and move faster toward results.
Phase 1: Kick-off
We start by defining your fundraising objectives, timeline, and target LP profile. This sets a clear roadmap and ensures every next step is aligned with your goals.
Phase 2: Structure & Strategy
Our team develops investment-grade materials, including pitch decks, data rooms, and compliance frameworks. With the right assets and positioning, you enter the market prepared to win investor trust.
Phase 3: Investment-Grade Assets
Once the foundation is set, we activate investor matching, automated outreach, and funnel optimization. Backed by AI-driven workflows, this phase accelerates engagement and drives LP conversations that convert into commitments.
