Due Diligence Co-Pilot Success Stories
Lotus Domaine’s analysts were spending over 80 hours per deal with inconsistent methods and long review cycles, limiting deal flow and slowing Investment Committee decisions.
OakTech implemented its AI-powered Due Diligence Co-Pilot to automate analysis, standardize scoring, and streamline reporting, cutting manual work while improving decision speed and accuracy.
Results Delivered
- 75%+ reduction in manual analyst hours
- 60% faster Investment Committee decisions
- 40% more deals evaluated per quarter
- 85% analyst satisfaction
Testimonial
“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
Fund Incubation Success Stories
Lotus Domaine Fund III needed an institutional-grade structure, scalable operations, and full regulatory compliance while cutting the typical 12–18 month launch timeline in half.
OakTech delivered a turnkey incubation process with institutional documentation, operational infrastructure, and governance systems, accelerating launch while ensuring compliance and investor readiness.
Results Delivered
- 50%+ faster launch (6–9 months vs. 12–18 months)
- $232M+ institutional capital successfully raised
- 8 institutional investors secured
- 100% regulatory compliance with zero deficiencies
Testimonial
“Oaktech’s fund incubation platform cut our launch timeline in half while establishing institutional-grade operationsthat impressed our investors and positioned us for scalable growth.” — Christian Mack, Managing Partner, Lotus Domaine Fund
Fundraising Success Stories
Lotus Domaine Fund III set out to raise $20M in a crowded market, needing to build institutional credibility and streamline investor engagement to accelerate commitments.
OakTech deployed its data-driven fundraising framework, combining precision investor targeting, structured outreach, and institutional-grade materials to drive capital momentum.
Results Delivered
- 70%+ target exceeded
- 42% meeting-to-commitment rate
- 11 months to final close
- 8 institutional investors secured
Testimonial
“Oaktech’s fundraising methodology transformed our capital formation process. Their systematic approach helped usexceed our target by 70% while establishing strong institutional relationships.” — Christian Mack, Managing Partner, Lotus Domaine Fund