Fundraising Success Stories
With OakTech’s strategic fundraising framework, Cork & Vines Fund I surpassed its $10 million target, securing over $15 million in capital and maintaining momentum toward $20 million+ in total commitments.
OakTech guided the entire capital-raise process, from systematic investor targeting to investment storytelling and positioning, applying a data-driven methodology proven to convert high-net-worth investors into long-term partners.
Results Delivered
- 50%+ Target Exceeded
- 40% Meeting-to-Commitment Rate
- 11 Months to Completion
- 20%+ Projected IRR
Funds are now being strategically deployed to launch the flagship at Stanford Shopping Center, establishing a strong foundation for scalable portfolio growth.
Testimonial
“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