GTM AI Agent
OakTech’s GTM AI Agent finds the accounts that fit, writes outreach worth replying to, and helps your team turn replies into booked meetings, with your people approving every step.
Built for B2B companies, PE-backed teams and growing service firms.
Built for go-to-market teams in
Most teams don’t have a lead problem. They have a targeting problem, an outreach problem and a follow-up problem, all running through a few busy people.
The GTM AI Agent takes on the research, the writing and the tracking, so your sellers spend their time in conversations that can actually close.
Three ways to start, depending on where your pipeline is today.
For companies building their first repeatable pipeline
We assess who you’re targeting and how you reach them, then give you a clear plan for the next 30 days.
For teams with activity but not enough meetings
The agent identifies relevant accounts, builds the sequence and runs a limited test campaign, so you see real response data before scaling.
For established companies competing for the same buyers
We benchmark your market presence against competitors and build the content that makes outreach land warmer.
How the work moves at most firms today, and how it moves with OakTech.
Our GTM success story is being finalized. These engagements show the same approach applied across OakTech’s solutions.
[Client name and title]
Challenge[Challenge — add from the Giant Jaxx success story]
Outcome[Outcome — add from the Giant Jaxx success story]
Placeholder: replace with the approved Giant Jaxx success story before publishing.
JC Clow, Managing Partner, The Winery Restaurant Group
ChallengeRaise capital for a hospitality fund in a sector many investors treat as high-risk.
OutcomeSystematic investor targeting, professional materials and managed due diligence took the raise past its $10M target to more than $15M.
Zack, Chief Marketing Officer
ChallengeProcesses across marketing, member services, events and finance had grown organically, creating manual work and data silos.
OutcomeA 5-phase assessment mapped every function, scored automation opportunities, and delivered a prioritized AI roadmap balancing quick wins with longer-term projects.
Want the full stories? Get the OakTech guide with every success story.
Pick the trial that matches where your pipeline is today.
Launch
Assess your targeting and six acquisition channels.
Start my free assessmentGrowth
Test outreach to 25 target accounts.
Get my free pipeline snapshotAuthority
Benchmark competitors and build content to strengthen your market presence.
Request my free auditFree trials have a defined scope and may convert to a paid engagement unless cancelled. We confirm pricing, scope and cancellation terms in writing before you enroll. Spots are limited each round.
Raise the capital, win the customers, run efficiently and prepare to exit. Each OakTech solution picks up where the last one ends.
Raise capital
Launch a fund and raise from the right investors.
Explore Capital Raise →Win customers
Turn target accounts into sales conversations.
You’re hereRun efficiently
Find where work stalls and fix what’s worth fixing.
Explore AI Consulting →Prepare to exit
Know what buyers will find before they find it.
Explore Sell-Side →A short film on how OakTech builds the infrastructure behind the raise, the pipeline and the exit, with AI working inside it.
Includes how our AI agents work across capital raising, go-to-market, operations and exit, plus client success stories.
No. OakTech sets up and runs the GTM AI Agent inside your existing go-to-market process, and your team approves targeting, messaging and handoffs.
No. It takes on research, writing and follow-up tracking so your sellers spend more time in qualified conversations.
A short call about your market, your best customers and your current outreach. For the Growth trial we also agree the account criteria and messaging before anything is sent.
Yes, the trial itself costs nothing. Some trials convert to a paid engagement unless cancelled, so we confirm the scope, pricing and cancellation terms in writing before you enroll. Nothing starts without your agreement.
B2B companies, PE-backed portfolio companies and growing service firms that need a steadier pipeline of qualified sales conversations.
A short call with Mo to understand where you are and whether GTM AI Agent is a fit.
