# Oak Fund: portfolio, investments and team

> Oak Fund is a growth equity. 2 investments on record, latest Oct 2018. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/oak-fund (Millionrounds; every figure on the page links to its filing or article)

[Investor](https://millionrounds.com/investors)

# Oak Fund

Last cheque observed Oct 2018. Silence since then is not evidence of inactivity: our sources miss unannounced rounds.

Quiet Growth equity

Series B Series E Wine & Spirits

Cheques on record

**0%** of best year **0** **cheques in 12 months**, 2 on record

Since the last cheque **2929** days **00** hrs **00** min **00** sec

Median round **$34M** Rounds led **0 of 2**

Pitch Oak Fund

## Oak Fund highlights

- 01 2 rounds on record
- 02 Mostly Series B and Series E: 100% of its rounds

## What they do

- **Type:** Growth equity (from a list, unverified)
- **Cheque size:** Not stated
- **Sectors:** Wine & Spirits
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **2 appearances**

- **2018** 1 round
- **Oct** **[Sovrn](https://millionrounds.com/company/sovrn)** Series E · US · Adexchanger **$25M** With 3 others
- **2016** 1 round
- **Jul** **[FreshBooks](https://millionrounds.com/company/freshbooks)** Series B · CA · FinSMEs **$43M** With 1 other

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

## The cheque

Series B Series E

Median round joined **$34M** the round, not its cheque

Led 0 of 2 rounds **0%**

- **Sole investor:** Never alone
- **Last cheque:** Oct 2018

Rounds by stage said on their site

- Series B *1*
- Series E *1*

Cheques by year Led Joined

2016 2018

**Pitching Oak Fund?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque.

Add to your CRM *→*

## Recently backed

The latest companies Oak Fund put money into.

[**Sovrn** $25M · Oct 2018](https://millionrounds.com/company/sovrn)[**FreshBooks** $43M · Jul 2016](https://millionrounds.com/company/freshbooks)

## Quick answers about Oak Fund

### What does Oak Fund invest in?

Oak Fund invests most often at Series B and Series E (100% of the rounds on record), in sectors such as Wine & Spirits.

### How active is Oak Fund?

2 investments on record, 0 of them in the last 12 months. The most recent was in Oct 2018.

### What has Oak Fund invested in recently?

Its most recent investments on record: Sovrn (Series E, Oct 2018) and FreshBooks (Series B, Jul 2016).

### How big are Oak Fund's cheques?

The median round it joins is $34M.

### Is Oak Fund investing now?

No investments in the last 12 months; the latest was in Oct 2018.

### What kind of investor is Oak Fund?

Oak Fund is a growth equity firm.

### Where does this information on Oak Fund come from?

From 2 articles and filings naming it in a round, public registers and its own website, checked and rebuilt every night.

## Raising now?

Find the investors who back rounds like yours, and keep every conversation on one fundraising board.

Find similar investorsOpen your CRM

Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=oak-fund) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=oak-fund)