The Fundraising Journey, Engineered.

From initial interview to secured capital in eight streamlined phases.

Initiate Raise
Phase 01 / 08
Phase 01

The AI Analyst Interview

Institutional investors don’t want marketing fluff; they want metrics. Our proprietary AI Analyst conducts a dynamic, rigorous interview designed to extract your core unit economics, GTM strategy, and technical moats.

  • Conversational, guided diligence process
  • Adapts questions based on your specific industry
  • Identifies critical gaps before investors do
The AI Analyst Interview interface preview
Phase 02

Institutional Deal Memo

Your interview data is instantly synthesized into a standardized, high-conviction Deal Memo. We translate your founder vision into the exact structured format that Investment Committees use to evaluate risk and return. You review the final output. Once approved, it becomes your immutable digital asset.

Institutional Deal Memo interface preview
Phase 03

Live Hub

With your Deal Memo finalized, you publish to the Live Hub. You are now instantly discoverable by a global network of vetted Venture Capitalists, Family Offices, and Private Equity funds who filter deals based on their specific investment thesis. Because everything is pre-structured and universally denominated in USD, cross-border investors can evaluate your business in minutes.

Live Hub interface preview
Phase 04

Data Room

Anticipate investor requests before they happen. Pre-populate your secure Data Room with core narratives, product demonstrations, verified financials, and cap tables. By structuring your diligence assets upfront, you compress weeks of document chasing into a single, frictionless access grant.

Data Room interface preview
Phase 05

Deal Room

Connections are a two-way street. Whether you initiate a handshake from the Live Hub or an investor requests access, you unlock a secure, end-to-end encrypted diligence workspace. Ditch the messy email threads. Manage Data Room access granularly, schedule diligence syncs natively, and maintain a rigorous, auditable timeline of every interaction leading up to the Term Sheet.

Deal Room interface preview
Phase 06

Deal Execution

Institutional-grade settlement, natively inside the platform. Propose commercial terms using standard legal frameworks (SAFE, Priced Equity, Convertible Notes) and access verified legal templates. Facilitate counter-party signatures, then seamlessly transition into the Capital Call phase. Securely provide wire instructions, track fund transfers, and confirm receipt to officially close the round.

  • Oakshore provides the infrastructure for execution and settlement. We do not take a percentage fee or commission on your capital raised.
Deal Execution interface preview
Phase 07

Investor Relations

Automated financial telemetry. Closing the deal is just the beginning. Once a Deal Room is successfully archived, your investors automatically populate your Investor Relations roster. Maintain an institutional system of record by broadcasting standardized updates and tracking core telemetry—MRR, Burn, Cash, and Runway—keeping your cap table aligned and primed for the future.

Investor Relations interface preview
Phase 08

Initiating The Next Round

A continuous capital lifecycle. When it is time to scale again, launch your next round directly from the IR Hub. A targeted “delta interview” updates your metrics, instantly superseding your archived Deal Memo with a fresh, mathematically adjusted institutional asset. Your historical data remains perfectly intact, allowing you to stack funding rounds and raise capital indefinitely.

Initiating The Next Round interface preview

Beyond the Raise.

Continuous infrastructure to manage equity, deal flow, and institutional relations.

01 | PIPELINE

Raise Pipeline

Command your deal flow. Replace chaotic email threads with a rigid, institutional Kanban board. Track every fund from initial prospect to executed term sheet in a unified workspace.

Prospect
Pitched
Term Sheet
02 | TELEMETRY

Investor Signals

Market intelligence, live. Never guess if your pitch landed. Track exact institutional engagement with real-time telemetry when funds view your metrics or save your startup to their firm’s watchlist.

03 | DEMAND GENERATION

Strategic Lockdown

Generate perpetual demand. Toggle your status to ‘Building’ after closing a round. While inbound connections are locked, your deal card remains visible on the Live Hub to showcase ongoing traction. Capital partners can request allocation and join your private waitlist, instantly building momentum for your next raise.

Join Waitlist

Ready to bypass the noise?

Join the network of top-tier founders letting their unit economics do the talking.

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