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OAKS Asset Management

56 Maker Chambers VI, Nariman Point, Mumbai, Maharashtra, 400021, India

Overview

Investment management firm focused on entrepreneur-led consumer businesses.

Founded

2015

Deals ยท 12mo

0

Links

WebsiteLinkedIn

Stage focus

Series A
Series B
Series D

Geographic focus

India

Sector focus

Finance
Financial Services

Investment portfolio

5rounds
NAMEDATESIZE
Keus
Feb 2024Led
$12 MOther Equity
Wow! Momo
Jan 2024Participated
$42 MSeries D
CredAble
Aug 2022Participated
$9 MOther Equity
Troo Good
Nov 2021Led
$7 MSeries A
CredAble
Oct 2021Led
$30 MSeries B
Keus
Feb 2024Led
$12 MOther Equity
Wow! Momo
Jan 2024Participated
$42 MSeries D
CredAble
Aug 2022Participated
$9 MOther Equity
Troo Good
Nov 2021Led
$7 MSeries A
CredAble
Oct 2021Led
$30 MSeries B
5
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Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

OAKS Asset Management: 5 funding rounds are recorded in the selected participation categories.All available history.
OAKS Asset Management: 5 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A10
Series B10
Series C+01
Other Equity11

Monthly Deal Activity

OAKS Asset Management: 5 deals are recorded across 61 months.All available history.
OAKS Asset Management: 5 deals are recorded across 61 months. All available history
MonthDeals
Oct '211
Nov '211
Dec '210
Jan '220
Feb '220
Mar '220
Apr '220
May '220
Jun '220
Jul '220
Aug '221
Sep '220
Oct '220
Nov '220
Dec '220
Jan '230
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '241
Feb '241
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '240
Dec '240
Jan '250
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '250
Aug '250
Sep '250
Oct '250
Nov '250
Dec '250
Jan '260
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

OAKS Asset Management: Fintech is the largest displayed sector by deal count (2 deals).All available history.

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

OAKS Asset Management: Fintech is the largest displayed sector by deal count (2 deals). All available history
SectorDeals
Fintech2
Food & Agriculture2
Hardware & Robotics1
Real Estate & Construction1
Transportation & Logistics1

Deal Size Distribution

OAKS Asset Management: 5 rounds have a disclosed size in the displayed size bands.All available history.

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

OAKS Asset Management: 5 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M2
$10M-$25M1
$25M-$50M2
$50M-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

OAKS Asset Management: India has the largest recorded deal count among the displayed regions (5 deals).All available history.

Top 1 of 1 regions; European countries are grouped as Europe.

OAKS Asset Management: India has the largest recorded deal count among the displayed regions (5 deals). All available history
RegionDeals
India5
OAKS Asset Management: 5 co-investors are shown, with Axis Bank sharing 1 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

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.

OAKS Asset Management: 5 co-investors are shown, with Axis Bank sharing 1 recorded deals. All available history
Co-investorShared deals
Axis Bank1
Indian Angel Network1
Khazanah Nasional Berhad1
Lighthouse Funds1
Plutus Wealth Management1

Investment Strategy

OAKS Asset Management: Led accounts for 60% and participating for 40% of round participation.All available history.
OAKS Asset Management: Led accounts for 60% and participating for 40% of round participation. All available history
CategoryDeals (count)Share (%)
Led360%
Participating240%
OAKS Asset Management: Single-lead accounts for 67% and co-led for 33% of lead dynamics.All available history.
OAKS Asset Management: Single-lead accounts for 67% and co-led for 33% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead267%
Co-led133%

Team

Kenneth Serrao

Founder & CIO

Sandeep Somani

Founder & CFO

Vishal Ootam

Founder & CEO

Vivek Anand PS

Founder & MD