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 a significant presence in the venture capital landscape.
As of now, Oak Investment Partners manages assets totaling $9 billion and maintains an active portfolio of around 100 companies. The firm has a diverse LP base and has achieved notable milestones, including a strong track record of successful investments and exits. Their offices in Connecticut and California enable them to tap into key innovation hubs, enhancing their ability to identify and support disruptive growth companies.
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 investments at various stages, from pre-seed to growth equity, allowing them to engage with startups at different points in their development. Their check sizes vary depending on the stage and specific needs of the company, providing flexibility in funding.
Through PIPE investments, Oak provides growth equity to mid- and late-stage private businesses and public companies. The firm seeks to identify significant opportunities that can disrupt markets through innovation, focusing on companies that demonstrate strong potential for growth and scalability. They look for founders who are not only passionate about their vision but also possess the capability to execute their business plans effectively.
Oak Investment Partners has an active portfolio of around 100 companies, with 25% generating over $100 million in annual revenue. Notable portfolio companies include:
This diverse portfolio reflects Oak's commitment to investing in companies that are positioned to disrupt their respective markets and achieve significant growth.
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 who specializes in clean energy and sustainability investments, contributing to the firm's diverse portfolio.
Andrew Adams: General Partner with a strong track record in growth equity investments across various sectors.
Grace Ames: General Partner & Chief Operating Officer, overseeing operations and ensuring alignment with the firm's investment strategy.
Brian Dunefsky: Chief Compliance Officer responsible for regulatory compliance and risk management within the firm.
Allan Kwan: Advisor with a focus on technology investments and strategic guidance for portfolio companies.
Ren Riley: Advisor providing insights into market trends and investment opportunities.
Dana Tavella: Controller managing financial operations and reporting for the firm.
What are Oak Investment Partners' investment criteria?
Oak Investment Partners focuses on disruptive growth companies across sectors such as Information Technology, Consumer, Financial Services Technology, Healthcare, and Clean Energy. They invest at various stages, from pre-seed to growth equity, and look for companies with strong growth potential and innovative solutions.
How can I apply or pitch to Oak Investment Partners?
Founders can pitch Oak Investment Partners by reaching out through their website or contacting their offices directly. A well-prepared pitch deck that outlines the business model, market opportunity, and team is essential for consideration.
What makes Oak Investment Partners different from other VC firms?
Oak Investment Partners has a long history of successful investments and a diverse portfolio of companies. Their focus on disruptive innovation and their ability to provide growth equity across multiple stages set them apart in the venture capital space.
What is the geographic scope of Oak Investment Partners?
Oak Investment Partners operates globally, investing in companies across various regions. Their offices in Connecticut and California allow them to engage with startups in key innovation hubs.
What is the typical check size for investments?
Check sizes vary depending on the stage of the company and its specific needs. Oak Investment Partners provides flexibility in funding, allowing them to support companies at different stages of growth.
What kind of post-investment involvement does Oak Investment Partners have?
Oak Investment Partners actively supports their portfolio companies through mentorship, operational guidance, and access to their extensive network. They aim to help companies scale and achieve their growth 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.