BroadOak Capital Partners Investments & Fund Profile

Overview

Investment bank specializing in life sciences advisory services.

Founded

2006

Deals · 12mo

2

Links

Website LinkedIn

Stage focus

Series A

Series B

Series C

Geographic focus

Israel

United States

Sector focus

Banking

Finance

Life Science

Venture Capital

Investment portfolio

19rounds

LedParticipated

NAME	DATE	SIZE
Quartzy	Apr 2026Led	$23 MOther Equity
Axol Bioscience	Jan 2026Led	$3 MOther Equity
Kromatid	Aug 2025Led	$8 MSeries C
PBS Biotech	Jan 2025Led	$17 MOther Equity
S2 Genomics	Jan 2024Led	$16 MSeries A
PBS Biotech	Jan 2023Participated	$22 MOther Equity
Halo Labs	Jul 2022Participated	$6 MSeries C
seqWell	Apr 2022Participated	$7 MSeries C
Accellix	Dec 2021Led	$10 MOther Equity
PBS Biotech	Aug 2021Led	$10 MOther Equity
Halo Labs	Apr 2020Participated	$12 MSeries B
seqWell	Jan 2020Participated	$9 MSeries B
Quartzy	Apr 2026Led	$23 MOther Equity
Axol Bioscience	Jan 2026Led	$3 MOther Equity
Kromatid	Aug 2025Led	$8 MSeries C
PBS Biotech	Jan 2025Led	$17 MOther Equity
S2 Genomics	Jan 2024Led	$16 MSeries A
PBS Biotech	Jan 2023Participated	$22 MOther Equity
Halo Labs	Jul 2022Participated	$6 MSeries C
seqWell	Apr 2022Participated	$7 MSeries C
Accellix	Dec 2021Led	$10 MOther Equity
PBS Biotech	Aug 2021Led	$10 MOther Equity
Halo Labs	Apr 2020Participated	$12 MSeries B
seqWell	Jan 2020Participated	$9 MSeries B

19 Items

19

Items

...

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Insights

Time horizon

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Deal Distribution

BroadOak Capital Partners: 19 funding rounds are recorded in the selected participation categories. All available history
Round type	Led deals	Participated deals
Series A	1	2
Series B	0	4
Series C+	1	2
Other Equity	8	1

Monthly Deal Activity

BroadOak Capital Partners: 19 deals are recorded across 167 months. All available history
Month	Deals
Dec '12	1
Jan '13	0
Feb '13	0
Mar '13	0
Apr '13	0
May '13	0
Jun '13	0
Jul '13	0
Aug '13	0
Sep '13	0
Oct '13	0
Nov '13	0
Dec '13	0
Jan '14	0
Feb '14	0
Mar '14	0
Apr '14	0
May '14	0
Jun '14	0
Jul '14	0
Aug '14	0
Sep '14	0
Oct '14	0
Nov '14	0
Dec '14	0
Jan '15	0
Feb '15	0
Mar '15	0
Apr '15	0
May '15	0
Jun '15	0
Jul '15	0
Aug '15	0
Sep '15	0
Oct '15	0
Nov '15	0
Dec '15	0
Jan '16	0
Feb '16	0
Mar '16	1
Apr '16	0
May '16	1
Jun '16	0
Jul '16	0
Aug '16	0
Sep '16	0
Oct '16	0
Nov '16	0
Dec '16	0
Jan '17	0
Feb '17	0
Mar '17	0
Apr '17	0
May '17	0
Jun '17	1
Jul '17	0
Aug '17	0
Sep '17	0
Oct '17	0
Nov '17	0
Dec '17	0
Jan '18	0
Feb '18	0
Mar '18	0
Apr '18	0
May '18	0
Jun '18	0
Jul '18	0
Aug '18	0
Sep '18	0
Oct '18	0
Nov '18	1
Dec '18	1
Jan '19	0
Feb '19	0
Mar '19	0
Apr '19	0
May '19	0
Jun '19	0
Jul '19	0
Aug '19	0
Sep '19	1
Oct '19	0
Nov '19	0
Dec '19	0
Jan '20	1
Feb '20	0
Mar '20	0
Apr '20	1
May '20	0
Jun '20	0
Jul '20	0
Aug '20	0
Sep '20	0
Oct '20	0
Nov '20	0
Dec '20	0
Jan '21	0
Feb '21	0
Mar '21	0
Apr '21	0
May '21	0
Jun '21	0
Jul '21	0
Aug '21	1
Sep '21	0
Oct '21	0
Nov '21	0
Dec '21	1
Jan '22	0
Feb '22	0
Mar '22	0
Apr '22	1
May '22	0
Jun '22	0
Jul '22	1
Aug '22	0
Sep '22	0
Oct '22	0
Nov '22	0
Dec '22	0
Jan '23	1
Feb '23	0
Mar '23	0
Apr '23	0
May '23	0
Jun '23	0
Jul '23	0
Aug '23	0
Sep '23	0
Oct '23	0
Nov '23	0
Dec '23	0
Jan '24	1
Feb '24	0
Mar '24	0
Apr '24	0
May '24	0
Jun '24	0
Jul '24	0
Aug '24	0
Sep '24	0
Oct '24	0
Nov '24	0
Dec '24	0
Jan '25	1
Feb '25	0
Mar '25	0
Apr '25	0
May '25	0
Jun '25	0
Jul '25	0
Aug '25	1
Sep '25	0
Oct '25	0
Nov '25	0
Dec '25	0
Jan '26	1
Feb '26	0
Mar '26	0
Apr '26	1
May '26	0
Jun '26	0
Jul '26	0
Aug '26	0
Sep '26	0
Oct '26	0

Sector Breakdown

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

BroadOak Capital Partners: Health & Life Sciences is the largest displayed sector by deal count (18 deals). All available history
Sector	Deals
Health & Life Sciences	18
Data, Analytics & IT	3
Enterprise Software	2
Marketing & Advertising	1
Manufacturing	1
E-Commerce & Retail	1
Space & Frontier Tech	1
Developer Tools	1

Deal Size Distribution

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

BroadOak Capital Partners: 19 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)	Deals
<$5M	4
$5M-$10M	5
$10M-$25M	9
$25M-$50M	1
$50M-$100M	0
$100M-$250M	0
$250M-$500M	0
$500M-$1B	0
$1B+	0

Deals By Geography

Top 2 of 2 regions; European countries are grouped as Europe.

BroadOak Capital Partners: United States has the largest recorded deal count among the displayed regions (18 deals). All available history
Region	Deals
United States	18
Israel	1

Co-Investors

Bubble size = shared deals

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Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

BroadOak Capital Partners: 13 co-investors are shown, with Research Corporation Technologies sharing 8 recorded deals. All available history
Co-investor	Shared deals
Research Corporation Technologies	8
BioAdvance	3
Avego Bioscience Capital	2
Pablo Capital	2
ABS Capital Partners	1
Agilent Technologies	1
Avenue Venture Opportunities	1
Ben Franklin Technology Partners of Southeastern Pennsylvania	1
Codexis	1
Northpond Ventures	1
Oxford Finance	1
Rand Capital	1
Roslin Foundation	1

Investment Strategy

BroadOak Capital Partners: Led accounts for 53% and participating for 47% of round participation. All available history
Category	Deals (count)	Share (%)
Led	10	53%
Participating	9	47%

BroadOak Capital Partners: Single-lead accounts for 70% and co-led for 30% of lead dynamics. All available history
Category	Deals (count)	Share (%)
Single-lead	7	70%
Co-led	3	30%

Team

Partner

Partner

Co-Founder & Partner

Partner