AI Infrastructure
40%Compute, networking, and data systems that make AI reliable at scale.

Growth capital · AI infrastructure · Est. 2019
Oakes backs established AI teams with clear unit economics, real demand, and a path to durable profitability.
Thesis
Three lanes. Strong economics. Teams that execute. No science projects.
Compute, networking, and data systems that make AI reliable at scale.
B2B software with measurable ROI and real sales motion.
Vertical AI in healthcare, finance, energy — clear paths to market.
Portfolio
Real production sites only — homepage captures + links. No fictional companies.

Featured · Logistics OS
Locomotion OS — logistics and operations software.

On-demand delivery marketplace for Mexico.

AI-powered gym management platform for Mexico.

Institutional-grade crypto intelligence and analytics.

Sports and community betting product for Mexico.

School operations and parent engagement platform.

Conversational operations platform for Mexican businesses.

Locomotion OS — logistics and operations software.

BIEN ecosystem — delivery and local commerce.

Doctor directory and discovery for Mexico.

Mexican real estate discovery and listing product.

Daily Catholic companion: readings, rosary, mass times, community.

Inventory and commerce tooling.

Mexican consumer product experience.

Focus and workspace product.

Specialized Mexican SaaS product.

Booking and scheduling generator platform.

Community platform for builders and operators.

Sensory tasting and flavor platform.

Pika product experience for Mexico.

Heiwa House hospitality experience.
Team
Technical depth + portfolio support. Not passive capital.

Managing Partner
Operator-investor focused on scaling AI companies from early revenue to category leadership.

Partner, Technical Diligence
ML infrastructure, distributed systems, and AI product architecture.

Partner, Portfolio Ops
GTM, talent, and operating leverage for growth-stage teams.
Approach
Diligence is deep. Support is practical. We move with pace without cutting corners.
Technical + commercial review. Fast when the signal is clear.
Board work, quarterly strategy, ops help when it matters.
Board-level support on positioning, pricing, roadmap.
Operators across eng, sales, and product.
Warm paths into enterprise buyers.
Pro-rata and lead capacity in later rounds.
Contact
Founders and co-investors welcome. Typical response within 48 hours.
