Innovation Hub USA

Morgan Hill Partners – Relentlessly Transforming Businesses

Morgan Hill Partners Tampa Bay
Morgan Hill Logo


Morgan Hill is an innovative business partner that helps tech and tech-enabled companies, from startup to scaleup, improve shareholder outcomes.

We blend the best of two worlds by combining Venture Capital (entrepreneurial sophistication) and Management Consulting (problem-solving tenacity) to help scale organizations by providing fractional executive expertise with a proven methodology.

In a market known for high-stakes competition and even higher failure rates, Morgan Hill closes the gap between founders and investors to help businesses accelerate value creation and achieve success. We work shoulder-to-shoulder to the clients we serve to drive towards the vision of the organization.

Morgan Hill
Morgan Hill Partners Tampa Bay

Our curated network of senior executives and our proprietary Path-to-Value platform are both proven to help clients predictably build, innovate and accelerate growth. By investing a portion of the firm’s fees, we align firm performance with client outcomes.

Our vision is to relentlessly transform businesses. We will stem the high tide of failure among promising startup and scale-up companies, and our proven approach will propel the next generation of innovators, disruptors, and investors to achieve greater success.

Our mission is to accelerate startup and scale-up value creation. Our innovative services will help clients achieve improved market, financial and business performance which in the end results in greater shareholder value.

Morgan Hill is an innovative business partner that prides itself on being trusted partners, experienced managers, innovative operators, with a successful and results-driven approach to business.

Morgan Hill Partners


The founding team at Morgan Hill came together when they were brainstorming the question: “If I were a fast-growing startup, what would the ideal partnership look like?” The answer is what drives our actions at Morgan Hill everyday.

The clients that we work alongside have an unrelenting passion to realize the vision for their organization. By working alongside these types of teams, we are able to push forward through the common obstacles that derail many startups in a systematic way backed by proven methodologies.

Attracting and working with coachable entrepreneurs enables the Morgan Hill team to live out our vision of pushing the world to new heights through technological innovation!

Morgan Hill Pitch


Morgan Hill Partners is an exclusive team of executives and operating partners with extensive leadership expertise and in-depth technical knowledge. Armed with a proven platform and playbook spanning all operational disciplines, they lay the foundation and set the course towards ensuring optimal client outcomes.

This team has transformed over 250 companies and helped excel their growth, including Evite, Convene, Binary Tree, Tickr and many more.

The Operating Partner team has executive experience with larger brands that include Amazon, Oracle, PwC, eBay, Hilton, United, Delta, Salesforce, IBM, Ares, GE, Intel, Starwood, and Target.

Morgan Hill Pepin's

linkedin: morganhill
facebook: MHPAdvisory

Gabriel Investments – Investing in Early-Stage Technology Companies

Gabriel Investments technology



Gabriel Investments technology

The Gabriel Investments team members are all operators by background, most of whom have founded companies, raised large amounts of capital, and experienced significant exits.

While we will explore investment opportunities in most sectors, we prefer to invest in start-up companies where we have experience and can add value. Our team has operated companies in multiple industries, including financial services, energy, travel and entertainment,experiential marketing, technology/software, and law. Much of our success in growing companies has been the result of our broad experience in distribution partnerships and direct marketing.

Where possible, we will call on the personal experiences, contacts, and areas of expertise of our members to bring on advisors, work through business issues, make connections, refer talent, assess marketing strategies, and create strategic partnerships.

We typically participate in either Seed or Series-A funding rounds and prefer to invest in post-revenue companies with potential for high growth, a strong market position, and a sustainable competitive advantage. Companies that are the best fit for our team have a strong understanding of their company financials as well as a firm grasp of their target customer profile, marketing results, and customer acquisition costs.

The Gabriel Investments Team
Richard Vague, Managing Partner
Richard is a serial entrepreneur, having founded and exited three companies. He was co-founder and CEO of Energy Plus, an electricity and natural gas supply company that was sold to NRG Energy in 2011. Richard was also co-founder and CEO of two credit card companies – First USA, which grew to be the largest issuer of Visa credit cards and which was sold to Bank One in 1997, and Juniper Financial, the fastest growing U.S. credit card issuer during his tenure, which was sold to Barclays PLC in 2004.

Scott Tarte, Managing Partner
Scott is CEO of Sparks, a leading experiential marketing firm that he acquired in 2001 with fellow Gabriel Investments Member, Jeff Harrow. With clients like Google, Salesforce, adidas, LEGO and eBay, Sparks manages all aspects of experiential marketing for Fortune 1000 brands, and designs and manufactures in-store experiences for retailers like Comcast, Verizon, New Balance, Benjamin Moore and Samsung. Prior to Sparks, Scott and Jeff grew a single office NJ-based travel agency into the sixth largest US corporate travel management company, with revenues of $900 million and a staff of 1,400. Scott sold Travel One to American Express in 1999.

Holly Flanagan, Managing Director
Holly is responsible for investment sourcing and firm operations at Gabriel Investments. Prior to Gabriel, Holly held senior sales roles at several venture-backed companies as well as at Barclays both in the US and UK. She is an Eisenhower Fellow, focused on women entrepreneurs and investment in China and participated in a TiE sponsored US State Department initiative in India to empower and motivate women entrepreneurs. She is a member of the Circle of Aunts and Uncles Investment Group, providing low-interest loans and social capital to under-resourced community-focused entrepreneurs. Holly is a charter member of TiE Philadelphia, mentor for the Philadelphia Start Up Leaders’ Accelerator and facilitator for Her Corner.

The Gabriel Investments logo

Gabriel Investments
1735 Market Street, suite 2501
Philadelphia, PA 19103

CCS – The Leading Fundraising Consulting & Management Firm

CCS - Philadelphia Pennsylvania Skyline
CCS - logo


CCS - Philadelphia Pennsylvania Skyline


CCS provides tailored support to more than 400 nonprofit organizations every year. With over 300 fundraising professionals and 14 offices throughout the United States and Europe, we have the capacity and the expertise to help both local and international organizations achieve outstanding results.

This year, CCS is excited to strengthen our commitment to the Philadelphia nonprofit community with the opening of a flagship office in Center City.


Members of the CCS team are experts in fundraising, strategy, planning, major gifts, capital and endowment campaigns, resource development initiatives, research, and data analytics. Our experience spans all sectors, disciplines, and regions. This big-picture perspective helps us to uncover breakthrough insights and offer real-time solutions unique to each organization. While the results of our work are immediate, the impact of the strategies, tools, and tactics we develop with our clients is enduring.


CCS helps organizations plan, implement, and manage fundraising initiatives that raise funds today and strengthen organizations for a sustainable future. Our services include strategic advising, feasibility and planning studies, campaign management, interim development management, custom learning, leadership coaching, donor strategy and research, organizational bench-marking, predictive modeling and data analytics.

CCS Hands


CCS - data graphic

Predictive Modeling and Data Analytics

To propel fundraising in an ever-changing philanthropic marketplace, CCS is utilizing new technologies and predictive modeling to: help our partners locate and appropriately engage the best donors, motivate fundraising staff performance, and improve existing donor relationships. Our dedicated Research and Analytics team works side-by-side with CCS clients to design focused portfolios of the strongest candidates for activation and engagement complemented by data-assisted performance assessments that can help organizations track progress, set goals, build accountability and foster professional growth opportunities.

Today, CCS clients are using data to drive donor cultivation strategies and employing statistical models to accurately forecast goal-setting and anticipate greater fundraising potential. In partnership with CCS, an emerging number of clients are leveraging data to design strategies for principal giving and big bet philanthropy aimed toward addressing society’s most pervasive challenges and compelling solutions.

With our robust analytics and research capabilities, we leverage data to support better campaign action plans, helping our partners to identify untapped opportunities and new donors.

Thought Leadership

CCS regularly convenes nonprofit leaders in Philadelphia and around the world to network, share experiences, and discuss effective strategies for growing fundraising income and navigating the philanthropic climate. In the last year, we presented our trade insights at over 60 events, published 29 original articles, and developed a Philanthropic Landscape report that highlights trends, insights, and key industry data from major markets across the nation.

CCS Landscape
CCS Phila Forum photo
In June 2018, CCS and the Museum of the American Revolution co-hosted a highly-attended Philanthropy Forum in Philadelphia. CCS Managing Director, Greg Hagin, served as moderator for a distinguished panel including: (left to right) Jamie Gauthier, Executive Director, Fairmount Park Conservancy, Deborah O’Brien, SVP and Market Executive, Bank of America, Corinne O’Connell, CEO, Habitat for Humanity Philadelphia, Richard Vague, Managing Partner, Gabriel Investments and General John Jumper, Acting President and CEO, Museum of the American Revolution.


CCS continues to push the possibilities of philanthropy in partnership with our clients. We are proud of current and recent clients who are transforming lives and communities across the Philadelphia region, including: The Barnes Foundation, Children’s Hospital of Philadelphia, The Franklin Institute, The Free Library of Philadelphia, Habitat for Humanity of Philadelphia, Kennedy Health, Make-a-Wish Philadelphia, Delaware and Susquehanna Valley, Lehigh Valley Health Network, The Mann Center, The National Constitution Center, The Philadelphia Freedom Valley YMCA, Project HOME, The Salvation Army Greater Philadelphia, Temple University, and United Way of Greater Philadelphia and Southern New Jersey.

CCS - Greg Hagin

“We turn insights into actions,
challenges into opportunities, and
fundraising goals into mission impact.”
Greg Hagin, Partner and Managing Director – CCS
Fundraising Greater Philadelphia

2001 Market Street, Suite 2500
Philadelphia, PA 19103
Phone: 215-567-6760

TiE Tampa Bay – the World’s Largest Entrepreneur Global Network

Startup Pitch Competition TIE Tampa Bay CON 2018



Startup Pitch Competition TIE Tampa Bay CON 2018

“Born” in Silicon Valley, TiE (The Indus Entrepreneurs) is an organization for entrepreneurs by entrepreneurs that focuses on mentoring, education, incubation, networking and funding for startups. Founded in 1992 in Silicon Valley, TiE has grown to be the world’s largest entrepreneur global network with over 60 chapters and 15,000 members around the world.

The Tampa chapter was founded in Tampa Bay in 2012. The chapter’s focus is on mentoring, networking, education, and investment. Through the mentoring program, industry leaders offer one-on-one guidance in several areas, including idea exploration, customer acquisition, marketing, finance and technology. A series of popular networking nights at Tampa’s nightlife hotspots are a popular draw for newbies and veterans alike. At TiE Tampa’s monthly speaker series, the area’s top entrepreneurs inspire and educate with topics relevant to Tampa’s emerging market needs. Even the most seasoned investors find that there’s plenty to learn by attending a speaker’s event or an annual marquee convention.

TiE Tampa Bay team
Arnie Bellinie TIE Tampa Bay CON 2018

With its investment arm, TiE Tampa Angel Fund, investors have the opportunity to invest in early stage startups and can collaborate with other local venture capital and angel investors. Within just one year, the fund has invested over $1.2 million in various startups in and around the Tampa Bay area. The investments were made in the following next-generation technology and market disruptors: Knack, Molekule, Fenexio, Droplit and Morphogenic.

Community outreach is another goal of the organization, and TiE Tampa annually recognizes local entrepreneurs and startups with the TiEtan Awards at their annual day-long marquee event – TiECON. At the 2018 conference, awards were given to Super Entrepreneur, Social Entrepreneur, Angel Investor, Community Champion and Startup of The Year. Another top-rated event at the TiECON is the Startup Pitch Competition. Additional to winning a cash award, the winners get an opportunity to present and pitch their ideas/startups at the Global TiE Silicon Valley’s annual pitch event.

Sarvajana TIE Tampa Bay CON 2018
TiE Tampa Bay Con Audience

TiE Charter members have the privilege of attending the TiE Global Retreat, an exclusive networking event, as well as meetings and annual conferences at any of the 60 global chapters. The charter members also have the opportunity to participate in the TiE Tampa Angel Fund to invest in local startups. Becoming a member of TiE Tampa Bay may be the best investment you could make for your business.

Most importantly, the mission of TiE chapters is to work collaboratively with other organizations in the region as well as providing mentoring and access to thought leaders and collaborators across the entire global TiE community to encourage and foster entrepreneurship. TiE Tampa Bay has a premier reputation for the enthusiastic vibe generated for entrepreneurship and professionalism and the quality of speakers at their events. Inspiring and riveting speakers have included Sarvajna Dwivedi – Co-founder, Pearl Therapeutics (acquired by Astra Zeneca for over $1.2B), Arnie Bellini – Founder and CEO at ConnectWise, Desh Deshpande of Cascade and Sycamore Networks, and Farooq Kathwri – CEO of Ethan Allen.

TiE Tampa Bay logo

Suhas Apte – President
Raj Rajendran – Executive Director

Bryn Mawr Trust – A Premier Financial Services Company

BRYN MAWR TRUST - Generations


BMT President and CEO - Frank Leto



The year Bryn Mawr Trust was formed, just steps from the exact spot its Bryn Mawr headquarters stands today; there were only 38 stars on the American flag, the Wall Street Journal was about to publish its first issue, and Philadelphia’s iconic City Hall had yet to be built. Along came Bryn Mawr Trust (BMT), helping clients with their financial needs one client at a time. By the end of that first year, BMT counted nearly a third of all households in Bryn Mawr among its depositors.

BMT is a premier financial services company that provides banking, wealth management, and insurance services to individuals and families, corporations, small businesses, nonprofits, and institutional clients. We provide value to our customers by offering solutions and advice – not products – for their important and sometimes stressful financial challenges, and by delivering those customized solutions with personalized service, recognizing everyone’s financial needs are as unique as the solutions we provide.

In our history, BMT has met and successfully mastered many challenges: regulation and  eregulation; inflation, depression, and recession; wars and natural disasters; cultural changes and social evolutions. Through it all, Bryn Mawr Trust has evolved with the needs of generations who have called the Philadelphia region their home.

BMT’s first branch, in Bryn Mawr, late 1800’s
BRYN MAWR TRUST - Generations
BMT headquarters, 2000’s/1950’s

Today, we continue to use emerging technologies to bring financial services and peace-of-mind to more people, industries and communities, including those who are underserved, without forgetting the importance of face-to-face interaction and personal service.

We are proud of our long history of building lasting relationships with our clients: whether it’s financing buildings that change Philadelphia’s skyline or adding thousands of small businesses to the fabric of our communities; financing dream homes or helping people realize their dream of owning their first home; assessing risks and protecting the things that matter most to businesses, nonprofits and families; administering trusts and endowments or helping people plan, build and transfer wealth.

We are proud of the positive impact our banking, wealth management, and insurance solutions have had on countless people throughout the Philadelphia region; we look forward with optimism to the decades ahead, and to continuing to help and serve.

BMT is in our second century of driving the economic success in our region, helping entrepreneurs build and innovate for the needs of tomorrow’s Philadelphia. While our roots are grounded in a much simpler time, we are always mindful of the need to evolve to meet the challenges of the future. Helping our clients meet today’s challenges and prepare for tomorrow is what we have always been about. That is why we remain the trusted choice today… and tomorrow.


Twitter: @brynmawrtrust

LinkedIn: the-bryn-mawr-trust-company

Facebook: @brynmawrtrust

Instagram: @brynmawrtrust

PROSPERA – In 25 years of Service, Prospera has Generated $1.5 Billion in Total Economic Output and Impacted more than 26,900 Jobs Across Florida.


In 25 years of service, Prospera has generated $1.5 Billion in total economic output and impacted more than 26,900 jobs across Florida. Prospera invests expertise and resources in existing and prospective Hispanic-owned businesses, empowering entrepreneurs through training, support, and resources so their business can grow and prosper. Prospera has offices in Florida’s central, south,and west coast regions, and also offers services in other areas of the state on a regular basis. Funded by corporate and government contributions, as well as funds raised through special events and contracts, it is able to offer all of its services at no charge to clients.


Left to Right Back Row: August Sanabria-President/CEO of Prospera along with West Coast team members, Fabia Yepez-Vice President, Claudia Johnson-Senior Business Development Consultant, Diana Teixeira-Business Development Consultant, Maitte Velez-Business Development Specialist, Leidys Gonzalez Customer Service Receptionist. Left to Right Front Row: Success Stories Luncheon Honorees were COS Janitorial owned by Oscar Pineda and his family, ISSA Rehab owned by Patricia de la Ossa and Guillermo Saavedra and Paola Beauty Boutique owned by Paola Cruz.

Dr. Cruz Maria Ceino, owner of Happy Kids Pediatric Dentistry

Prospera has partnerships with numerous key organizations to accomplish our mission of supporting Hispanic-owned small businesses in the Tampa Bay area, such as, Clearwater SPARK, Pinellas County Economic Development, Hillsborough County, and the Entrepreneur Collaborative Center.


BUSINESS SEMINARS | Presented in Spanish, orientations for startups and advanced workshops on topics that are vital for the success of a business.

BUSINESS CONSULTING | Ongoing and personalized guidance to identify opportunities and overcome challenges of the existing or prospective business.

BUSINESS GRANTS | Subcontracted professional services vetted and paid by Prospera.

ACCESS TO CAPITAL | Assistance throughout the process of obtaining traditional and micro-loans.

We strive to make a difference with our clients so that they can be better equipped for their small business endeavors with modern and innovative ways to develop their business model, start, grow and expand. Below are some clients that we have awarded at our Success Stories Luncheon for their prosperous small business successes. Success Stories Luncheon is a signature event that pays homage to several successful clients. With more than 500 attendees, this event brings together government, civic and business leaders to celebrate the entrepreneurial spirit in the Hispanic community.

Left to right:
Prospera Team: Augusto Sanabria-President/CEO, Claudia Johnson-Senior Business Development Consultant, Diana Teixeira-Business Development Consultant, and Fabian Yepez-Vice President of West Coast

Roberto Torres owner of Blind Tiger Café

Victor Liu – An Explorer and Adventurer

Victor Liu



Victor Liu

Victor Liu is an explorer and adventurer. He was born in Hong Kong, studied in Thailand before attending Universities in America.  He received his BS in Urban Planning from University of California at Davis and his MBA in Finance from New York University.  He has lived and worked in CA, OR, NY, TX, and in Tampa Bay areas of Florida the past 13 years.  Besides two short stings working for Macy’s in store development and for Citicorp in new product development early in his career, Victor has owned and operated several businesses until retirement from operation 3 years ago.

  Since 2010, Victor has been an active angel investor with direct investments in 70+ startups and 20+ as part of group investments. He has done with 25+ exits so far.   In 2014, he received the Angel Investor Extraordinaire award from The Indus Entrepreneurs (TiE) Tampa chapter.  Victor has been a mentor, on judge panel of pitch competitions, and regularly attending various accelerators’ demo day. 

Victor is very supportive of Florida startups and invested in more than a dozen FL companies, including several local Tampa Bay startups: Exmo – later Event Joy, SavvyCard, and UpValet with more to come.  Victor enjoys meeting bright, energetic, and resourceful founders and fellow successful investors. 

According to Victor, FL and Tampa Bay have come a long way in the past 7 years.  Then there was almost nothing happening related to startup. He only found a Tampa chapter of a FL East Coast angel group.   He joined an angel group in Sarasota and later one in Orlando.  Now there are incubators/co-working spaces everywhere: Tampa Bay WaVe, TEC Garage, The HuB, USF Connect, Oxford Exchange, and Station House…  There are investor groups plus new ones in the forming stage, and several funds have raised money for startups in the past few years. 

It takes many to work together to build, nurture, and support our startup ecosystem.  It will take time but we are on the right path.  Victor wants to continue to do his part and help put Tampa Bay on the map to attract and retain talents to our areas.

FIRST ROUND TAMPA BAY – It is Inspiring to See People Go “All In” With a Startup Business

First Round Tampa Bay - Meeting



First Round Tampa Bay - Meeting
Rich - First Round Tampa Bay

The first round of financing is typically too small for traditional venture capitalists, and has the highest risk. The availability of this kind of financing is critical to the development of a tech ecosystem. 

It should also have the highest potential economic reward.

First Round Tampa Bay is a group of local investors who came together in 2016 to fund a local startup called Phonism, LLC through convertible notes. They formed a single purpose Florida LLC called First Round Tampa Bay – Phonism, LLC for that purpose. 

The investors include local lawyers, software developers, real estate developers, doctors, business people and tech entrepreneurs. Where possible, the investors mentor and share their advice and contacts with the startup in order to help it grow.

While Phonism was the first investment, the idea is to create a process that can be easily replicated to fund other startups with no set cast of investors.

First Round Tampa Bay will continue to seek out and fund additional local tech startups in the Tampa Bay area.

First Round Tampa Bay - McIntyre Thanasides logo


Pilot Bank - Founders



Pilot Bank Logo Wall
Pilot Bank - Founders
Pilot Bank - Cash

After realizing there was no community bank headquartered in the Temple Terrace area to serve clients, John Puffer, Ann Ross, and Dr. DeWeese secured a charter to establish Terrace Bank which later became Pilot Bank. Founding Director Ann Ross recounts the bank’s humble beginnings, “We were just trying to serve the local community in a way that was missing and that original purpose is grounded in everything we do.”

Now, with over 30 years of service and approaching $300 million in assets, Pilot Bank has successfully grown into a regional bank with five strategically located banking centers. There are presently four locations in Hillsborough County serving South Tampa, New Tampa, Temple Terrace, and Upper Tampa Bay. In 2006 Pilot Bank ventured into Polk County and opened a Lakeland office in the city’s business district.

Pilot Bank - client
Pilot Bank - service

The holding company for Pilot Bank, Pilot Bankshares, Inc. was established in 1995 and The National Aircraft Finance Company (NAFCO) was acquired the following year. As one of the leading aircraft financing companies in the nation, it added financial strength and diversification to the corporation.

NAFCO was of personal interest to the late John Puffer, as a pilot himself. His love of flight inspired the name of the bank; piloting your future and successfully navigating the financial world. Today, Pilot Bank has positioned itself to be a solid and well capitalized financial institution guiding small business owners, entrepreneurs, and individuals to new heights.

Pilot Bank continues to build around great teams, strong partnerships, and the idea that banking is still at its core, about one on one relationships. Two of the bank’s main core values are integrity and client satisfaction. Uniquely hands on with clients, whether personal or business, Pilot Bank gets to know the people and businesses they serve.

Pilot Bank - Building
Pilot Bank - lock
Pilot Bank - Uniquely hands on with clients
Pilot Bank - hand shake

Each market is led by bankers who know the community inside and out, visiting with clients and their businesses for an unparalleled up close and personal approach. While Pilot Bank helps clients and their businesses travel far and wide, it is a great source of pride for the bank and clients alike, that their deposits are reinvested back into the Tampa Bay community. Commercial deposits propel small business loans bringing revenue and jobs to the community. Pilot Bank knows that when small businesses work with a community bank, Tampa Bay wins. 

Celebrating their 30th anniversary in 2017, the bank plans to continue to inspire and assist entrepreneurs in realizing their dreams. Steady growth will continue to lead Pilot Bank’s own expansion. The Pilot Bank team take great joy in being good corporate citizens remaining highly active in the local community.  They regularly participate in, sponsor, and support several organizations like Making Strides, Big Cat Rescue, American Heart Association, American Stage Theatre, Paint Your Heart Out, Outback Bowl, Ronald McDonald House, the Indo American Chamber of Commerce, Working Women of Tampa Bay, USF WLP and more.

Pilot Bank group

OAKPOINT ADVISORS – Established to Identify, refine and Deliver World-Class Alternative Investment Managers to Institutional Investors Around the Globe

Oakpoint Advisors - tampa downtown skyline
Oakpoint Advisors - tampa downtown skyline
Oakpoint Advisors - logo

Oakpoint Advisors was established to identify, refine and deliver world-class alternative investment managers to institutional investors around the globe.

Oakpoint Advisors 2017 Coughlin

As a registered broker-dealer headquartered in Tampa, Florida, Oakpoint has helped attract a number of alternative asset managers to do business here on the Gulf Coast with its unique platform based in Tampa Bay. Founded in 2009 at its offices at 320 Park Avenue in New York City, the company was ledto Tampa in 2013 byits Founder and Managing Partner, Gerry Coughlin.  Over the years, Oakpoint has developed into a robust service provider to assets managers. The company provides comprehensive marketing, capital formation services, as well as non-investment functions including accounting, cash management, equity execution services, middle-office operations and compliance support to select investment managers.

After a previous opportunity brought Gerry Coughlin to Tampa in the early 2000’s, the beautiful weather and balanced lifestyle led him to decide to relocate from New York and further develop the business in Tampa. Oakpoint operates out of their headquarters in downtown Tampa, while leveraging offices across the NY metro area, Chicago, and Boston.  While most of their clients are located across the U.S. and overseas, the majority of Oakpoint’s management and support staff is based in Tampa.

Oakpoint Advisors Group 2017 Coughlin

The alternative asset industry is challenging and constantly evolving. Oakpoint has developed a differentiated model that is designed to meet current challenges by integrating both capital raising and infrastructure services.  This model allows asset managers to focus on generating alpha while achieving a cost effective, scalable business.  Oakpoint seeks to effectively raise capital for proven investment managers by alleviating the daunting responsibilities associated with growing the AUM of the business. Oakpoint’s process demands a deep understanding of the manager’s investment strategy and management style.Its senior capital team acts as an extension of the investment manager, with the ability to succinctly convey to prospective investors what differentiates their client from peers in the marketplace. Oakpoint’s team has led successful campaigns across a range of strategies, drawing on its extensive institutional network consisting of endowments, foundations, public and private pensions, consultants, insurance companies, sovereigns and large family offices.

Oakpoint Advisors - Metropolitan Ministry
Oakpoint Advisors 5k

In addition to the capital raising platform, Oakpoint provides select investment managers with a customized, integrated operations support platform.  Oakpoint’s Manager Services offering addresses the non-investment aspects of the business, allowing managers to focus on their investment process, generating alpha and delivering best-in-class risk-adjusted returns. By leveraging this platform, investment managers gain access to a seasoned team, creating organizational stability while allowing the manager to maintain equity. Non-investment functions are critical to the success of every investment manager. Oakpoint’s team has a proven track record of executing on fund launches, creating a strong accounting and operational infrastructure, responding to investor due diligence requests and helping develop and implement compliance policies. Together, the capital platform and manager services create a compelling, comprehensive structure to enhance emerging asset managers and set them up for steady growth and long term success.

100 S. Ashley Dr. #1130

Tampa, Fl 33802

Phone: +1 212-588-8400