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Investor Relation Services

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WHAT WE OFFER

True market insight goes beyond experience—it’s driven by data.

Oakpoint's Investor Relations Service (“IR Services”) provides an alternative for managers seeking to connect with potential investors without hiring an internal marketing team. Acting as a consultant, not a placement agent, Oakpoint offers a cost-effective solution for outsourcing investor relations. We leverage our team's expertise to create a targeted list of investors and manage outreach through the GP's email domain, ensuring a personalized, professional approach. This service helps expand your investor base and foster valuable relationships.

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OUR PROCESS

The Issue - ​

  • Minimal Marketing Reach

  • Prospective LP base is enormous and dynamic

  • Not finding the right Investors for you

  • No full-time marketing team or manpower

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Oakpoint's Solution - 

  • A tailored strategy to drive growth

  • We do the hard for on behalf of your company

  • Ability to add hundreds of more potential targets to your existing list

  • Continually update target lists and marking campaigns

  • Leverage existing technology to scale and track a worldwide outreach

  • Quarterly reporting and strategy discussions​

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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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