OakBeyFamily Office

Engagement

Build. Collaborate.
Consult. Fund. Advise.

OakBey is not simply money that waits. We build companies, we collaborate with people who hold the other half of a problem, we take paid consulting mandates, we fund from our own balance sheet, and we advise the founders and boards we work with.

Take the whole package, or one stream on its own. The streams are structured and priced separately, and a company that wants our advice and not our capital is a perfectly good outcome.

Stream

Build — We start companies.

Where the need is clear and no credible team is yet addressing it, we build. That means writing the first plan, funding the first eighteen months from our own balance sheet, recruiting the founding team, and holding an operating seat until the company can stand without us.

  • Original concepts developed in-house and spun out
  • Founder-in-residence arrangements for operators we know
  • Carve-outs and rebuilds of assets worth more re-pointed than sold
  • First hires, first customers and first governance put in place by us
Stream

Collaborate — We take the half of the problem we are good at.

Many of the best positions in these domains are not available to capital alone. They need a partner with distribution, a clinical or educational licence, a dataset, a local relationship or a decade of trust. We bring the other half and share the position.

  • Co-investment alongside families, founders and institutions
  • Joint ventures where each side contributes an asset rather than only money
  • Partnerships with operators who want a technology arm without building one
  • Pooled vehicles for positions too large or too long for one party
Stream

Consult — We work on mandate, for a fee.

We take paid consulting mandates in the domains we invest in. The work is the work we do for our own holdings: where the market is going, what to build, what to buy, what to stop, and whether a given asset is what it claims to be.

  • Strategy and product direction for the autonomous era
  • Market entry, positioning and pricing across our six domains
  • Commercial and technical diligence on digital assets
  • Interim leadership and board-level support for a defined term
Stream

Fund — We deploy our own capital.

The money is the family's own. There is no fund life, no external limited partners and no exit clock, so we can take a position that matures slowly, add to it in a bad year, or decline to sell into a good one.

  • Primary investment from first cheque through later rounds
  • Follow-on capital reserved for companies already held
  • Secondary purchases where a shareholder needs liquidity and we want the position
  • Non-dilutive structures: royalties, licences and revenue participations
Stream

Advise — We stay in the room on the hard questions.

Advisory is where we spend most of our time with companies we already hold. The questions are rarely technical. They are about positioning, governance, succession, who to hire, and what to refuse while refusing is still cheap.

  • Board and observer seats, with real attendance
  • Founder counsel, including the conversations that are not for the board
  • Governance, custody and succession for digital assets held over decades
  • Introductions earned over time, made sparingly

Combining streams

Three ways this usually starts.

The full package

We fund, take a board seat, supply a consulting team for the first year, and co-build the part of the product that needs our people. Reserved for a small number of holdings at any one time.

Mandate first

A paid consulting engagement with no investment attached. If both sides want to go further afterwards, we do. Some of these relationships never change shape, and they are none the worse for it.

Capital only

Some teams need money and the quiet to use it. We will write the cheque, stay available, and otherwise stay out of the way.