The Oakworth Group

The Oakworth Group is a financial modelling and fundraising advisory firm for growth focused companies. It builds three statement financial models, fully diluted cap tables, valuation analyses, and investor-ready data rooms, supporting founders from early stage through scale.

The firm's services are structured across five layers - Foundation, Structure, Raise, Operations, and Strategy - each designed for a specific company stage and capital requirement. Core work includes SAFE and convertible note modelling, use of proceeds, unit economics, revenue forecasting, cash flow modelling, and full investor data room preparation.

Oakworth operates globally, serving clients across the UK, US, and Europe from its London office. The result is a complete financial infrastructure, delivered through advisory engagements structured to investor standards.