Oak HC/FT — 2025 Investments

Ethic offers direct indexing and tax-smart portfolio management, providing customizable passive portfolios engineered for tax efficiency, factor exposures, and values alignment.

FintechImpact & Social GoodPropTechSaaSNew York, US

Doug Scott(CEO & Co-founder)Jay Lipman(Founder)inJohny Mair(Founder)inDouglas Scott(Executive Officer, Director)John Morris(Director)John Mair(Director)

Board seatMatt Streisfeld· per SEC Form D

Co-investors500 GlobalBetter Tomorrow VenturesBlackhorn VenturesFarvatn VentureFifty YearsKima Ventures+6 more

Imagine Pediatrics provides virtual pediatric care for children, offering 24/7 access to a care team of pediatric nurses and doctors through an app and phone line.

Digital HealthHealthtechNashville, US

George Boghos(Executive Officer, Director)Kari O'Rourke(Executive Officer)Diana Yang(Executive Officer)

BoardAdam Boehler(Director, Promoter)Samantha Bilow(Director)

Board seatAnn H Lamont· per SEC Form D

Co-investorsOptum VenturesAIFAUTISM IMPACT

Akido Labs develops an AI operating system designed for healthcare that leverages machine learning to enable personalized medical diagnostics and care coordination at scale.

AI & Machine LearningDigital HealthHealthtechInsurTechLos Angeles, US

Jared Goodner(Founder)Prashant Samant(Founder)

BoardAndrew Adams(Director)inJohn Greco(Director)Prasad Jeereddi(Director)Rohit Gupta(Director)

Co-investorsDCVC (Data Collective)Early Light VenturesGreat Oaks Venture CapitalHealthy VenturesNecessary VenturesY Combinator+2 more

Alts provides research, due diligence, and investment opportunities on alternative assets—including artwork, farmland, real estate, film, and other exotic markets—through both a public newsletter and a private investor community called Altea.

FintechMarketing Tech

Co-investorsBeyond CapitalBlackbird VenturesTen13Craft VenturesMenlo VenturesQuiet Capital+1 more

Arch provides a software platform for private investment administration, centralizing communications, documents, and data across institutional investors and fund managers.

Enterprise SoftwareFintechSaaS

Ryan Eisenman(Founder)in

Co-investorsCraft VenturesExpansion Venture Capitalmark vcMenlo VenturesReshapeQuiet Capital

Arch provides a platform for administering private and alternative investments, centralizing communications, documents, and data from institutions and managers into one standardized view.

FintechSaaS

Ryan Eisenman(Founder)inJason Trigg(Founder)in

Co-investorsGood FriendsCraft VenturesFranklin TempletonMenlo VenturesMUFGQuiet Capital

Candid Health automates and simplifies revenue cycle management (RCM) for healthcare providers, helping them reduce administrative overhead and focus on patient care.

Digital HealthEnterprise SoftwareHealthtechSaaSSan Francisco, US

Nick Perry(Founder)inDoug Proctor(Founder)

Co-investorsFirst Round Capital8VCY CombinatorBoxGroup

Candidly provides AI-powered solutions and tools, including conversational AI, for managing student debt and related financial benefits.

AI & Machine LearningFintech

Laurel Taylor(Founder)in

Co-investorsBoston Harbor AngelsRethink Impact8VCBoxGroupFirst Round CapitalImpact Engine+2 more

Toku provides software for Latin American businesses to manage accounts receivable operations, including payment processing, retry logic for failed transactions, and customer notifications, allowing companies to improve cash collection efficiency.

Enterprise SoftwareFintechSaaSMexico City, MX

Francisca Noguera(Founder)inCristina Etcheberry(Founder)inEnzo Tamburini(Founder)in

Co-investorsF-Prime CapitalGradient VenturesHoney Island CapitalRegion CuatroWollef VenturesY Combinator+6 more

VaxCare operates a platform that automates procurement, inventory management, patient eligibility, charting, and billing for vaccines and contraceptives at medical practices.

Digital HealthHealthtechSaaSOrlando, US

Casey DeLoach(CEO and limited liability company manager)David King(Limited liability company manager)James McGinn(Executive Officer)Jeremy Corbett(Executive Officer)Evan Landis(Executive Officer)Brett Kenefick(Executive Officer)

Co-investorsEcho Health VenturesHLM Venture PartnersSummit Partners