Partnerships
Oakworth engages institutional partners in three defined relationship types.
Portfolio Company Referrals
Venture capital and private equity firms refer portfolio companies to Oakworth when the company requires financial infrastructure that the firm's internal support does not cover. The referral relationship is straightforward: the investor identifies the gap, the company engages Oakworth through the standard Blueprint Diagnostic process, and the work proceeds against the FFI Standard's compliance criteria for the relevant service layer.
Oakworth does not seek preferred referral arrangements or revenue sharing agreements. The work is independent of the referring investor's interests. The deliverables are governed by the Standard, not by the investor's preferences for how the company should be positioned.
Investors and portfolio support teams may direct enquiries to contact@theoakworth.com.
Program Partnerships
Accelerators and incubators embed Oakworth in their founder programs where financial infrastructure development is a defined component of the program curriculum. The format varies by program: some embed the Blueprint Diagnostic as a structured intake for all cohort companies; others offer Oakworth engagements as an optional resource for companies at specific stages of the program.
Program enquiries may be directed to contact@theoakworth.com.
Complementary Service Relationships
Law firms, accounting practices, and audit firms whose clients are early and growth stage companies regularly encounter situations where the client's financial infrastructure is not at the level required for the work the professional firm is engaged to perform. A law firm preparing a term sheet negotiation, an accounting practice managing a first audit, or an advisory firm preparing a transaction each require that the client's financial records, cap table, and financial model are at a defined level of completeness and accuracy.
Oakworth works alongside professional service firms in these situations. The relationship is practical: Oakworth addresses the financial infrastructure gap, the referring firm proceeds with the engagement for which it was retained, and the client benefits from both.
Professional service firm enquiries may be directed to contact@theoakworth.com.
All partnership enquiries are addressed to contact@theoakworth.com. Responses are provided within two business days.