Valley Oak Investments, LP

Valley Oak Investments, LP

United States; England United Kingdom; California United States; San Francisco California United States; Europe; Northern Europe; Americas; North America; Northwest; Bay Area
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Investor info
Type
Registered Investment Advisors
Sweet spot
$6,800,000
Stage focus
  • Pre Seed,
  • Seed Round,
  • Early stage VC,
  • Later stage VC
Industry focus
Description
Valley Oak Investments is a registered investment advisory firm in California that offers customized wealth management and investment advisory services to individuals, families, and institutions. They provide financial planning, tax planning, and investment management services with a focus on risk management and long-term perspective.
Previous investments
  • Company
    Amount
    Round
  • Example example company Inc
    1000000
    Investor meetings
  • Company & Company
    11000000
    Series C funding
  • Example
    524000
    Seed round A
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Connected people
Email visible after logging in
  • Example Example
    Example Exampleexample[email protected]
  • Example Exampleexample
    Example Exampleexample
  • Notexample Examplenot
    Notexample Examplenotexample example[email protected]
  • Example Examplenotexample
    Example Examplenotexampleexample example[email protected]
  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
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