Direct Investments

Oakhill Asset Management

Our unique direct investments platform provides our clients with the opportunity to invest in late-stage disruptive companies prior to IPO.

The Opportunity

Today’s breathtaking pace of innovation is pioneered by groundbreaking, disruptive companies. Many are private and heading towards public offerings, leading to unprecedented value creation for shareholders. However, pre-IPO investing is often closed to new shareholders, out of reach due to extremely high minimums or offered only to a select class of investors.

The Solution

Our pre-IPO investment platform provides our investors with the opportunity to invest in a diversified portfolio of select companies prior to public listings. We leverage key relationships in the venture capital space to purchase shares from company employees seeking liquidity, venture capital firms and prior-round investors. Acting as liquidity-enablers often entails the added benefit of obtaining substantial discounts to last round and current market valuations for our clients.

Investment Holdings

Our objective is to invest in late-stage industry winners in order to diminish risk, increase liquidity and maximize the probability of positive returns for our clients. Target investments are to be found on the CNBC Disruptor 50 list.