Discover if this is a suitable investor for your startup. If they are we'll make a warm introduction for free. Otherwise, we'll connect you with matching investors.
Oak Investment Partners is a multi-stage venture capital firm founded in 1978, headquartered in Wilton, Connecticut, with an additional office in Menlo Park, California. The firm has a long history of investing in high-growth opportunities across various sectors, including Information Technology, Internet and Consumer, Financial Services Technology, Healthcare Information and Services, and Clean Energy. Over the years, Oak has invested approximately $9 billion in more than 525 companies globally, establishing itself as a significant player in the venture capital landscape.
Currently, Oak Investment Partners manages an active portfolio of around 100 companies, with 25% of these companies generating over $100 million in annual revenue. The firm’s extensive experience and resources enable it to support companies at various stages of growth, from pre-seed to growth equity. Notable milestones include the successful exits of several portfolio companies and a consistent track record of identifying disruptive innovations that reshape markets.
Oak Investment Partners invests in disruptive growth companies across multiple sectors, including Information Technology, Internet and Consumer, Financial Services Technology, Healthcare Information and Services, and Clean Energy. The firm targets companies at various stages, from pre-seed to growth equity, providing capital to mid- and late-stage private businesses as well as public companies through PIPE investments. This diverse investment strategy allows Oak to capitalize on significant opportunities that can disrupt markets through innovation.
The firm seeks to partner with founders who demonstrate a strong vision and the capability to execute their business plans. Oak values companies that have the potential for substantial growth and market impact. Their investment approach emphasizes thorough due diligence and a collaborative relationship with portfolio companies, ensuring that they are well-positioned to achieve their growth objectives.
Oak Investment Partners has an active portfolio of around 100 companies, showcasing a diverse range of sectors and business models. Notable portfolio companies include:
Approximately 25% of Oak's portfolio companies generate over $100 million in annual revenue, reflecting the firm's focus on high-growth potential investments.
Bandel Carano: Managing Partner with extensive experience in venture capital and a background in technology investments.
Ed Glassmeyer: Managing Partner known for his expertise in financial services technology and healthcare investments.
Fred Harman: Managing Partner with a focus on consumer and internet investments, bringing a wealth of industry knowledge.
Ann Lamont: Managing Partner with a strong background in healthcare and technology sectors, recognized for her strategic insights.
Andrew Adams: General Partner with experience in growth equity investments and a focus on disruptive technologies.
Grace Ames: General Partner & Chief Operating Officer, overseeing operations and ensuring alignment with investment strategies.
Brian Dunefsky: Chief Compliance Officer responsible for regulatory compliance and risk management.
Allan Kwan: Advisor with expertise in technology investments and market analysis.
Ren Riley: Advisor providing insights into market trends and investment opportunities.
Dana Tavella: Controller managing financial operations and reporting.
Submit your pitch through their website contact form or email your deck directly to their investment team.
In recent months, Oak Investment Partners has maintained an active presence in the venture capital landscape, focusing on high-growth opportunities across various sectors. The firm continues to expand its portfolio, which currently includes around 100 active companies, with 25% generating over $100 million in annual revenue. This reflects Oak's commitment to identifying and supporting disruptive growth companies.
Notable portfolio companies such as NetSpend, Castlight Health, and Zayo Group exemplify the firm's focus on innovation and market disruption. Oak's investment strategy remains centered on providing growth equity to mid- and late-stage companies, ensuring they are well-positioned for future success.
What are Oak Investment Partners' investment criteria?
Oak Investment Partners focuses on disruptive growth companies across sectors such as Information Technology, Financial Services Technology, Healthcare, and Clean Energy. They invest in companies at various stages, from pre-seed to growth equity, and look for strong management teams with a clear vision for market disruption.
How can startups apply or pitch to Oak Investment Partners?
Startups can reach out to Oak Investment Partners through their website or by contacting their offices directly. A well-prepared pitch deck that outlines the business model, market opportunity, and team background is essential for consideration.
What makes Oak Investment Partners different from other venture capital firms?
Oak Investment Partners has a long history of investing in high-growth opportunities and a proven track record of successful exits. Their focus on disruptive innovation and extensive resources provide portfolio companies with significant support in scaling their operations.
What is the geographic scope of Oak Investment Partners?
Oak Investment Partners operates globally, investing in companies across various regions. Their diverse portfolio reflects a commitment to identifying high-growth opportunities worldwide.
What is the typical check size for investments made by Oak Investment Partners?
While specific check sizes can vary based on the stage and needs of the company, Oak typically invests in mid- and late-stage companies, which may involve larger capital commitments compared to early-stage investments.
What kind of post-investment involvement does Oak Investment Partners have?
Oak Investment Partners actively engages with their portfolio companies, providing operational support, strategic guidance, and access to their extensive network to help drive growth and achieve business objectives.
All trademarks, logos and brand names are the property of their respective owners. All company, product and service names used in this website are for identification purposes only. Use of these names, trademarks, and brands does not imply endorsement.