Private Equity

Our private equity fund administration team has more than 50 years of experience in the sector.

We share specialist technical and regulatory knowledge adding value to our client relationships coupled with industry leading technology.

In a complex regulatory environment, our comprehensive knowledge of private equity ensures our clients are able to meet the demands of their investors.

Private Equity Managers go on a journey with their fund and Oakbridge supports them throughout that lifecycle.

Assisting you through the Lifecycle of your Private Equity Fund

Fund Establishment

  • Inception
  • Fundraising
  • First & Final Closing

Investment Phase

  • Investor Calls
  • Asset Acquisition
  • Reporting & Governance

Harvest Phase

  • Disposal
  • Waterfall Calculations
  • Distributions

Liquidation Phase

  • Final Disposals
  • Final Distributions
  • Extension or Wind-down

By providing support across all aspects of a fund’s administration, accounting, reporting and corporate governance, our clients gain efficiencies on time and resource that can be used to focus on their core business.

In addition to buyout, growth and venture capital funds we also have experience in broader private equity asset classes such as funds of funds, secondary funds, co-investment, managed accounts and mezzanine funds.

Venture Capital

We provide Venture Capital Managers with the experience, stability and technology they need to enable start ups to fulfill their growth potential from formation throughout the investment cycle.

Our Oakbridge approach is tailored to our client’s needs and we appreciate the speed and responsiveness required working in Venture Capital.

We have an experienced team who have worked on some of the largest and most complex fund structures in the sector. As a tech focused business we can be agile in helping our clients meet their investor and regulatory needs.

Our team is entrepreneurial in nature so well suited to Venture Capital.

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Robin Wilson

Managing Director - Funds

Alex Smyth

Director - Funds

Jonathan Crawford

Manager - Funds