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Capital Raising

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ABOUT OUR PROCESS

Oakpoint Advisors operates through its registered broker-dealer, Oakpoint Solutions LLC.  The firm specializes in the development and execution of tailored capital formation solutions for private funds and companies. In this capacity, we collaborate with select General Partners (GPs) and companies to facilitate private placements.

 

Acting as a private placement agent, we implement strategic marketing plans on behalf of our clients, streamlining investor outreach and distributing marketing materials throughout the engagement. This process requires a deep understanding of both the investment and operational aspects of the managers we represent.

 

Our economic model is designed to align our success with that of our clients, ensuring a shared commitment to achieving fundraising goals. Oakpoint Solutions LLC takes a strategic and selective approach, partnering exclusively with high-caliber, differentiated managers to maximize success in every capital-raising engagement.

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WHAT WE OFFER

  • Success fee-based model

  • Customized Investor Outreach

  • Investor Status Reports

  • Update and distribute all investor communication and correspondence

  • Create/host quarterly calls/investor letters

  • Build and maintain the public and private website and online investor portals

  • Update and maintain robust internal and external databases with all investor interactions

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Strategy Breakdown

GET IN TOUCH

100 South Ashley Drive, Suite 1130, Tampa, Fl. 33602

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Learn about our firm’s background and Investment Professionals on FINRA's BrokerCheck.

 

Securities offered through Oakpoint Solutions, LLC., doing business as Oakpoint Advisors, LLC, member FINRA/SIPC.

 

Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.

 

Oakpoint Advisors may only transact business or render investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results, and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to Oakpoint Advisors, LLC ADV Part 3 [Client Relationship Summary or Form CRS] for additional information and risks.

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