The Challenge
When preparing to launch Fund III, Lotus Domaine faced a series of interconnected challenges:
- Establishing an institutional-grade fund structure and governance framework
- Navigating complex regulatory and compliance requirements
- Raising $20M in a highly competitive capital market with 300+ competing funds
- Building scalable operational infrastructure to support long-term growth
- Overcoming deal evaluation bottlenecks, with 80+ hours of manual due diligence per opportunity and inconsistent methodologies across the team
Lotus Domaine needed a partner that could accelerate timelines, strengthen credibility with institutional investors, and modernize its investment operations from the ground up.
The Oaktech Solution
Oaktech partnered with Lotus Domaine to deliver a comprehensive, end-to-end growth strategy:
- Fund Incubation: Designed and implemented institutional-grade structures, governance, and documentation to meet compliance standards while reducing the typical 12–18 month launch timeline by half.
- Fundraising: Applied Oaktech’s systematic capital formation methodology, targeting the right institutional investors, creating data-driven materials, and streamlining investor relations.
- Due Diligence Transformation: Deployed Oaktech’s Due Diligence Copilot (DDC) to automate data extraction, analysis, and Investment Committee reporting—standardizing evaluation frameworks and cutting decision timelines dramatically.
Together, these solutions gave Lotus Domaine the operational foundation, investor confidence, and scalable processes needed to thrive.
The Results
- 50% faster fund launch (6–9 months vs. 12–18 months)
- $232M+ institutional capital raised across the platform
- 70% target exceeded for Fund III fundraising
- 8 institutional investors secured
- 42% investor meeting conversion rate
- 100% regulatory compliance with zero deficiencies
- 75% reduction in manual analyst work (80+ to 20 hours per deal)
- 60% faster IC decisions (3–4 weeks reduced to 8–10 days)
- 40% increase in deal evaluation capacity per quarter
- 85% analyst satisfaction with automated workflows
Client Perspective
“Oaktech’s fund incubation platform cut our launch timeline in half while establishing institutional-grade operations that impressed our investors and positioned us for scalable growth.”
— Christian Mack, Managing Partner, Lotus Domaine Fund
“Oaktech’s fundraising methodology transformed our capital formation process. Their systematic approach helped us exceed our target by 70% while establishing strong institutional relationships.”
— Christian Mack, Managing Partner, Lotus Domaine Fund
“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
