NewOak Ecosystem
NewOak Portfolio Companies
NewOak's venture portfolio spans fintech, climate technology, payments infrastructure, private credit, and risk analytics — companies building the next generation of financial and sustainable infrastructure.
FuturePay Holdings
Buy now, pay later and embedded finance platform delivering flexible payment solutions for consumers and merchants.
PanthaCap AI
AI-powered capital allocation and portfolio analytics platform for institutional investors.
FinPlus
B2B2C financial wellness platform democratizing access to financial services for underserved markets.
MuniRisk
Municipal bond risk analytics platform providing institutional-grade credit analysis for the muni market.
Orbis Financial Technologies
Cross-border payments and remittance platform enabling seamless global capital flows.
WattByWatt
Clean energy technology platform focused on distributed power generation and grid optimization.
RiskAI
Artificial intelligence risk analytics platform for financial institutions and asset managers.
Acorn Trade Finance
Specialty trade finance platform providing working capital solutions and supply chain lending for emerging market transactions.
Oak Branch Advisors
Private credit and valuation advisory firm providing independent analysis and structuring for complex credit instruments.
EAIRM
Enterprise AI risk management platform delivering advanced analytics and decision intelligence for institutional investors and financial firms.
Our Team
Seasoned professionals with proven domain and international experience.
Investment professionals across portfolio management, risk, capital markets, and business development — built on 18+ years of institutional expertise.
Leadership
Ron D'Vari
CEO & Co-Founder
Kishore Yalamanchili
Managing Director
Salvatore D'Aliso
Head of Capital Markets
Matt Lewis
Advisor
Portfolio Management
Ralph Welborn
Advising MD
Vince Kasten
Advising MD
Nachi Das
Advising MD, Portfolio Management & Sourcing
Rajat Bhatnagar
MD, India Growth Strategy
Risk & Research
Koushik Boddireddy
Risk & Research
Shivaji Rao
Risk & Research
Michael McAllister
Risk & Research
Capital Markets
Austin Burke
Capital Markets
Aakash Komanien
Capital Markets
Scott McGrath
Investor Relations
Josh Wirth
Legal
Joseph Meerbaum
Capital Markets
Scott Arnold
Capital Markets
Roger Brandt
Capital Markets