Strategic Capital for
AI Infrastructure
Oakes provides growth capital to established AI companies with proven business models and clear paths to profitability. We partner with management teams building the foundational infrastructure powering the next generation of intelligent systems.
Where We Invest
Our investment strategy focuses on three core areas where AI creates measurable business value. We seek companies with strong unit economics, defensible technology, and experienced management teams.
AI Infrastructure
We invest in companies building the foundational compute, networking, and data infrastructure that enables AI at scale. From GPU optimization to distributed training systems.
Enterprise AI Integration
Partnering with B2B software companies deploying AI to transform traditional industries. Focus on measurable ROI and enterprise sales cycles.
Applied Intelligence
Healthcare diagnostics, financial modeling, energy optimization, and other vertical-specific AI applications with clear regulatory pathways.
Investment Criteria
Stage & Size
- •Series A through Series C
- •$5M - $25M check size
- •Lead or co-lead preferred
Company Profile
- •$2M+ ARR with strong growth
- •Proven product-market fit
- •Clear path to profitability
Companies We've Backed
We partner with exceptional teams building transformative AI companies. Our portfolio represents $2.5B+ in aggregate valuation across infrastructure, enterprise software, and applied AI.
CryptoIQ
Advanced cryptocurrency intelligence and analytics platform powered by AI
"Democratizing institutional-grade crypto intelligence through AI-powered analytics"
Visit Website →Active Portfolio
Portfolio Allocation
Experience That Matters
Our team combines deep technical expertise with proven investment track records. We've been operators, researchers, and investors at leading technology companies and venture firms.
Aubrey Oakes
Former VP at Sequoia Capital with 15+ years in technology investing. Led investments in 8 unicorns. MBA from Stanford GSB.
LinkedIn →
Henry Blackstone
Ex-Google AI Research. PhD in Computer Science from MIT. Published 20+ papers on neural architecture optimization.
LinkedIn →
Marissa Vanderbilt
Former COO at three successful exits. Specializes in scaling B2B SaaS companies from $5M to $50M ARR.
LinkedIn →Advisory Board
Partnership-Driven Capital
We take a hands-on approach to value creation, working closely with management teams to accelerate growth, optimize operations, and prepare for successful exits.
Due Diligence Process
Our technical team conducts comprehensive technical, market, and financial due diligence. We typically complete diligence within 4-6 weeks and provide detailed feedback regardless of outcome.
Post-Investment Support
Portfolio companies receive dedicated support across go-to-market strategy, talent acquisition, customer introductions, and follow-on fundraising. We maintain regular board participation and quarterly business reviews.
How We Add Value
Strategic Planning
Quarterly strategic reviews, annual planning sessions, and ongoing advisory on key business decisions.
Talent Network
Access to our network of 500+ executives, engineers, and advisors for hiring and advisory roles.
Customer Introductions
Warm introductions to Fortune 500 companies, government agencies, and other potential customers.
Follow-On Capital
Reserved capital for follow-on investments and introductions to later-stage investors.
Typical Investment Timeline
Let's build together
Are you building transformative AI solutions? We'd love to hear from you.
Aubrey Oakes
Managing Partner
Founders
Building an AI-first company? Let's explore partnership opportunities.
Investors
Interested in co-investing? We welcome strategic partnerships.
General Inquiries
Questions about our thesis or portfolio? Reach out anytime.