White Oak Global Advisors is a private equity firm and venture debt provider. Based in San Francisco, California, United States. The known portfolio counts 10 companies, including Kepler Analytics, Watermark Capital Group, 1784 Capital Holdings, Alliance Entertainment, Benada Aluminum Products and Blackstone Products.
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Investment focus
- Stage
- Late-StageSeries B
- Focus
- AnalyticsAsset-Based LendingCRM SystemsDataDirect LendingMessagingSupply Chain Finance
Contacts
Who to pitch at White Oak Global Advisors
White Oak Global Advisors portfolio companies (10)
- Kepler Analytics
- Watermark Capital Group
- 1784 Capital Holdings
- Alliance Entertainment
- Benada Aluminum Products
- Blackstone Products
- Omni Recycling
- Prime Plastic Surgery
- Trecora Resources
- Unicat Catalyst Technologies
Co-investors
Funds that share portfolio companies with White Oak Global Advisors.
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About White Oak Global Advisors
The firm's listing covers sectors Commerce and FinTech, and focus areas Analytics, Asset-Based Lending, CRM Systems and Data; known deals cluster at Late-Stage and Series B.
The contacts to approach at White Oak Global Advisors are Paul Ahrens (Managing Director) and Jake Schapiro (Director).
White Oak Global Advisors shares portfolio companies with 3 other investment firms, among them WhiteOak Capital, Slate Property Group and Reinventure Group.
Frequently asked questions
What is White Oak Global Advisors?
White Oak Global Advisors is a private equity firm and venture debt provider based in San Francisco, California, United States, with a known portfolio of 10 companies. The portfolio comes from public investment records rather than from the firm, so deals that never surfaced publicly are not in it.
What does White Oak Global Advisors invest in?
Listed sectors include Commerce and FinTech; listed focus areas include Analytics, Asset-Based Lending, CRM Systems and Data. Those tags come from the portfolio attached to the firm, so they describe what has been backed rather than a stated mandate for what comes next.
What stage does White Oak Global Advisors invest at?
The known deals of White Oak Global Advisors include Late-Stage and Series B rounds. Check that against your own round before reaching out: stage mismatch is the most common reason a well matched sector still goes nowhere.
Who should I pitch at White Oak Global Advisors?
Both people on file at White Oak Global Advisors are listed as contacts for the firm, each with their own profile page.
How do I contact White Oak Global Advisors?
Any email address on file for the firm is masked on this page and readable inside RaiseHunt after you create an account. The 2 people attached to the firm have their own pages, each showing whether an address is on file for them.
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Data: RaiseHunt investor dataset · Snapshot 5 September 2026 · How this data is built · Report a correction or request removal