


ABOUT OUR PROCESS
Oakpoint Advisors executes an extensive marketing plan on behalf of the manager. We act as a private placement agent in this capacity. Our team streamlines investor outreach workflows and distributes marketing materials on the manager's behalf throughout the engagement. This process requires us to have an in-depth understanding of the investment and non-investment functions of our managers. Our economic model is designed to align our success with that of our managers. Oakpoint's approach is strategic and selective, partnering with high-caliber, differentiated managers for each capital-raising engagement.


WHAT WE OFFER
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Success fee-based model
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Customized Investor Outreach
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Investor Status Reports
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Update and distribute all investor communication and correspondence
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Create/host quarterly calls/investor letters
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Build and maintain the public and private website and online investor portals
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Update and maintain robust internal and external databases with all investor interactions

GET IN TOUCH
100 South Ashley Drive, Suite 1130, Tampa, Fl. 33602
SERVICES
CONTACT US
Brokerage services provided by Oakpoint Solutions LLC, a registered broker-dealer with the SEC Member FINRA | SIPC | Disclosure
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