AI Infrastructure
40%Compute, networking, and data systems that make AI reliable at scale.
Growth capital · AI infrastructure · Est. 2019
Capital that helps AI companies scale with discipline.
Oakes backs established AI teams with clear unit economics, real demand, and a path to durable profitability.
$100M+
AUM
12+
Portfolio cos.
6 yrs
Track record
3
Exits
Thesis
Where we invest
Three lanes. Strong economics. Teams that execute. No science projects.
Enterprise AI
35%B2B software with measurable ROI and real sales motion.
Applied Intelligence
25%Vertical AI in healthcare, finance, energy — clear paths to market.
Stage & size
- Series A–C
- $5M–$25M checks
- Lead or co-lead preferred
Company profile
- $2M+ ARR with growth
- Proven product-market fit
- Path to profitability
Portfolio
Companies we've backed
$2.5B+ aggregate portfolio valuation across infrastructure, enterprise, and applied AI.
Featured · Fintech & AI
CryptoIQ
Advanced cryptocurrency intelligence and analytics platform powered by AI
Nexus AI
AI Infrastructure
QuantumLeap
Enterprise AI
DataStream
AI Infrastructure
Cognition Labs
AI-Native Products
Fusion Intelligence
Enterprise AI
Hyperscale
AI Infrastructure
NeuralPath
Applied Intelligence
Apex Analytics
Enterprise AI
Velocity AI
AI-Native Products
Synthesis
Applied Intelligence
Paradigm
Enterprise AI
$2.5B+
Aggregate value
3.2x
Avg MOIC
18 mo
Avg hold
100%
Still operating
Team
Operators who invest
Technical depth + portfolio support. Not passive capital.
Aubrey Oakes
Managing Partner
Operator-investor focused on scaling AI companies from early revenue to category leadership.
Henry Blackstone
Partner, Technical Diligence
ML infrastructure, distributed systems, and AI product architecture.
Marissa Vanderbilt
Partner, Portfolio Ops
GTM, talent, and operating leverage for growth-stage teams.
Approach
Partner-led, not passive
Diligence is deep. Support is practical. We move with pace without cutting corners.
Due diligence
Technical + commercial review. Fast when the signal is clear.
Post-investment
Board work, quarterly strategy, ops help when it matters.
How we add value
Strategic planning
Board-level support on positioning, pricing, roadmap.
Talent network
Operators across eng, sales, and product.
Customer intros
Warm paths into enterprise buyers.
Follow-on capital
Pro-rata and lead capacity in later rounds.
Typical timeline
- Week 1Intro
- Weeks 2–6Diligence
- Week 7Partners
- Week 8Term sheet
- Weeks 10–12Close
Contact
Building in AI? Write us.
Founders and co-investors welcome. Typical response within 48 hours.
Aubrey Oakes
Managing Partner
Founders
Partnership conversations
Investors
Co-invest opportunities
General
Thesis & portfolio Qs