WHITE OAK GLOBAL ADVISORS, LLC
Fund manager

Overview
General partner tearsheet

Built for investment teams that need to move faster.

Automated private equity diligence

Intelligently process data room financials, generate auditable analyses, and export IC-ready deliverables.

Data Room ExtractionPresentation GenerationPowerPoint + Excel Export
WHITE OAK GLOBAL ADVISORS, LLC

3 EMBARCADERO CENTER, SUITE 550

SAN FRANCISCO, CA, 94111-4048

United States

Investment Criteria

Small and middle market businesses

Deal Types

Term LoansAsset Based LendingFactoringTrade FinanceEquipment FinancingTreasury Management

Target Industries

Real EstateIndustrialsTransportationEnergyMaterialsTechnologyConsumerMediaHealthcareGovernmentStaffing

Geographic Focus

U.S., Canada, and Europe

Funds Managed
Committed capital by fund