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.

Trusted by top financial institutions, asset managers, and family offices.

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ADU Fund

$20M+

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DST Fund

$35M+

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ADU Fund

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DST Fund

$35M+

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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.

Our Four Core AI Solutions

Comprehensive AI-powered solutions designed to address every aspect of capital markets operations

AI Fund Incubation Solutions

Complete fund creation and launch for emerging managers with AI-powered strategies.

Pricing Model:
Setup: $5K-$30K + Monthly: $2.5K-$15K

AI Fundraising Solutions

AI-powered capital raising platform and campaign management for maximum efficiency.

Pricing Model:
Setup: $6K-$36K + Monthly: $3K-$18K

Due Diligence Co-Pilot

AI-powered investment analysis and due diligence automation for superior decision-making.

Pricing Model:
Setup: $3K-$18K + Monthly: $1.5K-$9K

Business Process Assessment with AI

AI-powered investment analysis and due diligence automation for superior decision-making.

Pricing Model:
Monthly: $6K-$20K

A Self-Reinforcing Growth Engine Built for Fund Managers

Our unified system accelerates every phase of the capital lifecycle—turning Fund Incubation into Fundraising opportunities, unlocking Due Diligence insights, and powering Business Process Transformation.

Current Projects

$20M+

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$5M+

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$100M+

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$10M+

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$30M+

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$50M+

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ADU Fund

$20M+

BUDGET

DST Fund

$35M+

BUDGET

$20M+

BUDGET

$5M+

BUDGET

$100M+

BUDGET

$10M+

BUDGET

$30M+

BUDGET

$50M+

BUDGET

ADU Fund

$20M+

BUDGET

DST Fund

$35M+

BUDGET

Proof of Performance

Comprehensive AI-powered solutions designed to address every aspect of capital markets operations.

DDC Venture Success

$12M Valuation

Due Diligence Co-Pilot achieved $2.5M funding at $12M valuation

Fund Incubation Excellence

98% Success Rate

Transformed operators into successful emerging fund managers

Fundraising Acceleration

65% Above Target

AI-driven platform helped exceed fundraising goals consistently

Process Optimization

55% Cost Reduction

Streamlined operations reducing costs and increasing efficiency

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.

Blog

Business Automation Solutions The Complete Guide for Modern Operators 

The New Operator Mindset  Here’s the truth: the most successful leaders today aren’t the ones working the longest hours. They’re the ones designing a business that runs smoothly even when they step away.  Business automation solutions are the engine behind that shift.  When your financials update automatically, when your team gets reminders without chasing, when documents route themselves, when onboarding happens […]

Due Diligence AI Explained Using AI in High-Velocity Deal Pipelines

What Is AI Due Diligence? AI due diligence is the use of automation and machine learning to review deal documents, surface risks, and organize findings much faster than manual methods. Instead of analysts reading every contract, financial statement, or data-room file by hand, AI due diligence scans the documents, extracts the key details, and highlights […]

Raising Capital in 2025 How Top Funds Use AI to Close Faster 

What Is Capital Raising?  Capital raising the process of attracting investment from external sources, such as investors, institutions or lenders, to fuel a company’s development, operations, or expansion. It requires clearly explaining the business model, demonstrating real market demand, and showing exactly how the new capital will accelerate growth and improve outcomes.  At its core, raising capital means eliminating every uncertainty that keeps an investor from […]

What Is Seed Funding? Insider Strategies to Shorten Your Raise by 50% 

What Is Seed Funding?  Seed funding is early-stage capital used to build a product, test the market, and show measurable traction. It helps founders prove their business model works so they can raise larger rounds with less risk for investors.  Founders who use seed capital effectively focus on one goal: remove the doubts that would slow down […]