Leading AI Innovation in Capital Markets
Transforming Capital Markets Through AI Consulting & Incubation
We provide innovative AI solutions and professional services to revolutionize fund management and capital market operations while incubating breakthrough technologies.
Our Four Core AI Solutions
Comprehensive AI-powered solutions designed to address every aspect of capital markets operations
Fund Incubation
Complete fund creation and launch for emerging managers with AI-powered strategies.
Pricing Model:
Setup: $25K-$75K + Monthly: $2K-$8K
- Niche investment thesis development
- Optimal funding vehicle selection
- Marketing asset creation
Fundraising Solution
AI-powered capital raising platform and campaign management for maximum efficiency.
Pricing Model:
Setup: $30K-$100K + Monthly: $3K-$12K + Success Fees
- Investor matching algorithms
- Automated outreach campaigns
- Performance analytics dashboard
Due Diligence Copilot
AI-powered investment analysis and due diligence automation for superior decision-making.
Pricing Model:
Setup: $25K-$75K + Monthly: $2K-$8K
- Automated document analysis
- Risk assessment algorithms
- Market comparison tools
Business Process Transformation with AI
Operational AI implementation and process optimization for capital markets organizations.
Pricing Model:
Project: $10K-$250K + Optional Monthly: $2K-$12K
- Process automation design
- AI workflow integration
- Performance optimization
The OakTech Growth Flywheel
Our solutions work together in a self-reinforcing cycle: Fund Incubation leads to Fundraising needs, which creates Due Diligence opportunities, driving Business Process Transformation, and ultimately generating new Fund Incubation projects.
11.5x Revenue Multiplication
Through Solution Synergy
About OakTech Systems
OakTech Systems is at the forefront of developing innovative AI models and professional services tailored for the capital markets sector. Our commitment to innovation and excellence positions us as a key player in driving forward the integration of artificial intelligence within capital markets.
Our Vision
To be the leading provider of AI-driven solutions that revolutionize capital markets, ensuring our clients achieve consistent success in a competitive landscape.
Our Mission
To empower Capital Markets with GenAI-powered tools and insights, enabling optimal fund management, risk mitigation, and sustained growth through our proven dual-value creation model.
Client Success Stories
Driving growth and innovation for our clients across capital markets
DDC Venture Success
Due Diligence Copilot achieved $2.5M funding at $12M valuation
$12M Valuation
Fund Incubation Excellence
Transformed operators into successful emerging fund managers
98% Success Rate
Fundraising Acceleration
AI-driven platform helped exceed fundraising goals consistently
65% Above Target
Process Optimization
Streamlined operations reducing costs and increasing efficiency
55% Cost Reduction
Ready to Transform Your Capital Markets Operations?
Join our successful clients who have revolutionized their operations with AI-powered solutions and achieved exceptional growth through our proven methodologies.
Get Started Today
Ready to transform your fund management and capital market operations? Reach out to us to learn how OakTech can help you achieve your goals.
Address
701 Brazos Street – Suite 500
Austin, Texas, 78701