Raising Capital with AI
How fund managers can reach the right investors — consistently, and without building an IR team.
Built for
The Problem
90% of capital is going to 10% of fund managers.
If you’re not one of them, a great strategy won’t sell itself. Reaching the right LPs now takes a deliberate, repeatable process, not just a good deck and a few warm introductions.
of capital goes to emerging managers, down from 23.4% ten years ago, even though they close nearly half of all funds.
Source: Altss, 2026of the money raised in early 2026 went to established firms.
Source: Gen2 data via The Fund CFOis how long a typical fund now takes to raise. First-time funds often take longer.
Source: Praxis Rock, 2026Sound familiar?
If any of these describe your raise, this session is for you.
You’ve run out of warm intros.
Your network got you started, but it dries up long before your raise is done.
Your outreach isn’t landing.
Your deck goes to investors who were never a fit for your strategy, size or stage.
Leads go cold.
Promising conversations go cold because deals and operations come first.
You have no view of the pipeline.
You can’t tell if the problem is targeting, messaging or follow-through.
The Solution
Run your raise like a process, not a list.
Join OakTech Systems for a practical session on how fund managers are reaching more of the right investors and keeping every conversation moving. You’ll see how other managers are filling their pipeline, and where AI takes the busywork off a lean team.
Agenda
Everything you need to run a smarter raise
- 01
The fundraising reality
Why reach and consistency now decide who closes
- 02
The raise as a go-to-market motion
Funnel stages and your ideal investor profile
- 03
Where AI actually helps
Research, personalization, follow-up and analytics
- 04
Guardrails and a 30-day plan
Compliance, the human role, and how to start next week
- 05
Putting it to work
A short look at how OakTech’s Go-to-Market Agent runs this process; live Q&A
Who should attend
- Emerging managers raising Fund I–III
- GPs and independent sponsors raising now or within 12 months
- Capital formation and investor relations leads
- Lean teams without a dedicated IR function
Your host
OakTech Systems builds AI agents for work that drives growth: raising capital, generating pipeline, selling a business and improving operations. Each agent pairs AI-powered research, outreach and analytics with an experienced team.
Reserve Your Seat
Reach the right investors.
Join us live. Free to attend, with live Q&A.
- Practical strategies you can use on your own
- Live Q&A with the OakTech team
- Replay emailed to every registrant
Free live webinar
Save your seat in under a minute.
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FAQ
Questions
Is it free?
Yes. There is no cost to attend.
Will there be a recording?
Yes. Every registrant gets the replay by email the day after the session.
Is this a sales pitch?
No. This is an educational session packed with strategies you can put to work right away, on your own. At the end, we’ll share a short look at how OakTech’s Go-to-Market Agent can run this process for you, if you’d like extra support.
Is this legal or investment advice?
No. The session is educational. Please confirm your offering approach with your own counsel.
One hour could change how you raise.
Free live webinar · Live Q&A · Replay for every registrant