The problem01
Why private markets are ripe for AI.
Funds take 12–18 months to launch, and analysts spend most of their time gathering data instead of analyzing it.
Investor webinar · Thu, Nov 19 · 10:00 AM PT · Accredited investors only
Capital raising in the age of AI agents.
Private capital is a $15T industry still run on spreadsheets and PDFs. In 30 minutes, OakTech's founders show how AI agents are rebuilding it, and how accredited investors can back the company doing the work.
Live on WebinarJam · 20-minute briefing + 10-minute live Q&A · Replay sent to all registrants
Session at a glance
01Why private markets, why nowThe $15T industry still running on PDFs.
02AI agents in a live raiseFund launch, outreach and diligence.
03How OakTech makes moneyRecurring fees, profitable in 2025.
04The SAFE round$3M target · $25M post-money cap.
--Days
--Hours
--Minutes
Built for investors who back operators.
Family officesExited foundersAI & fintech investorsCanadian pre-public investors
Company-reported
$1.0M2025 revenue, audited
59%Pre-tax net margin
11Active clients
$235M+Raised by clients (client capital, not OakTech revenue)
Figures are company-reported; only 2025 financials are audited. Client capital raised is not OakTech revenue.
The session
Twenty minutes, four questions.
A focused briefing from the people building the business, followed by ten minutes of live questions.
The work02
What AI agents actually do in a raise.
Fund launch, investor outreach and due diligence, shown through live client work.
The business03
How OakTech makes money.
Recurring monthly AI fees on 2–5 year contracts, with a business that was profitable in 2025.
The offering04
How the SAFE round works.
A $3M target, a $25M post-money cap, and the planned path to a TSX Venture Exchange listing.
Built for
Investors who back operators, not slide decks.
The session is designed for investors who write direct checks into private companies and want early exposure to AI in capital markets.
Save my seat01
Family offices
With direct private-company investment programs.
02
Exited founders
From software, AI or fintech, now investing directly.
03
AI and fintech investors
Looking for pre-public exposure to the category.
04
Canadian investors
Familiar with CPC and RTO listings on the TSX Venture Exchange.
This session is for accredited investors. You'll confirm your status when you register.
Your hosts
Hear it from the people building it.
Christian Mack
Founder & Executive Chairman
[One-line bio — to be confirmed]
Mo Mohamed
Principal, Investor Relations
[One-line bio — to be confirmed]
The offering
The round, at a glance.
A post-money SAFE issued by OakTech Systems LP. Full terms, risk factors and FAQ are on the investor page.
$3M
Round target
$25M
Post-money valuation cap
$50K
Minimum investment
None
Discount, interest or maturity
STEP 01
$3M SAFE
Private placement to accredited investors.
STEP 02
$7M RTO
Reverse takeover; the SAFE converts on a Qualified CPC/RTO event.
STEP 03
TSX-V listing
Planned listing on the TSX Venture Exchange.
Planned steps are not guaranteed. If no CPC/RTO occurs, the SAFE carries cash-out rights on a sale or dissolution, subject to liquidation priority.
Read the full termsThu, Nov 19 · 10:00 AM PT
Save your seat.
Register in under a minute. Your calendar invite and webinar link arrive by email.
- 20-minute founder briefing
- 10 minutes of live Q&A
- Replay and investor materials for every registrant
- Option to book a one-on-one call with the founders
Free · 30 minutes · Live Q&A
Reserve your seat for Nov 19.
Registration takes under a minute. Your calendar invite and webinar link arrive by email, and every registrant gets the replay.
Save my seatThis webinar is for accredited investors as defined in Rule 501 of Regulation D, or investors who qualify under an applicable Canadian prospectus exemption. Registering does not commit you to invest. OakTech may verify accredited status before any investment.
Is this a sales pitch?
It's a briefing on the market and on OakTech's open round. You can ask questions live; no commitment is asked of you.
Who can attend?
Accredited investors. You'll self-certify when you register; OakTech may verify status before any investment.
Will there be a replay?
Yes. All registrants get the replay and a link to book a call with the founders.
Where can I see the full terms now?
On the investor page, including risk factors and the SAFE terms table.
How often does this run?
Every two weeks. If this date doesn't work, register and we'll send you the next session.