Investing

We bring the power of our platform, connections and experience to every investment and enjoy backing teams and businesses that are generally misunderstood or overlooked by the broader market.

Our Investment Approach

BroadOak Asset Management was founded to address the capital needs of underserved, growth-stage life sciences companies. Many next-generation technologies start their development within these companies, but founders often struggle to find the right partner for the capital and support needed to become successful. Most capital providers avoid our markets due to a combination of the perceived complexity and risk of life sciences as well as ever-increasing minimum investment sizes.

We work with commercial-stage companies that have bright futures. Our broad investment mandate means our deal structures and investment sizes are flexible.

Investment Statistics

Investment Criteria

Since our first investment in 2010, we have invested in more than 50 companies. BroadOak has stayed true to its goal of providing resources to traditionally overlooked companies. We are often the first institutional investor in our portfolio companies.

Industry: Life sciences tools, services, and biopharma services
Stage: Commercial stage companies with proven market need for the company’s products or services
Financial profile: We invest in commercial-stage companies from initial revenue through profitability.

What Makes Us Unique

Fund V

We are actively investing out of our fifth fund, leveraging knowledge and expertise developed over the firm’s 15-year history. Fund V is our largest fund yet.

BioTools Venture Fund

Launched in collaboration with DeciBio in October 2022, the BroadOak BioTools Venture Fund provides early stage growth capital to promising young companies. With a world-class ecosystem of investors, strategics, and mentors, BroadOak BioTools Venture Fund offers pre-commercial companies tremendous value to accelerate their growth.