Oak HC/FT
// PORTFOLIO INTELLIGENCE
// COMPANIES TRACKED
7
// PORTFOLIO VALUATION (TRACKED)
$20.4B
Combined current valuation of portfolio companies in WOWLS database — not fund AUM or capital deployed
// SECTORS COVERED
13
// THREAT LEVEL DISTRIBUTION
- ARMED3 · 42.9%
- TERMINAL HYPE2 · 28.6%
- DANGEROUS1 · 14.3%
- HUNTED1 · 14.3%
Based on 7 enriched portfolio companies
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// NOTABLE INVESTMENTS
// PORTFOLIO COMPANIES
7 companies · $20.4B combined valuation
| COMPANY | SECTOR | VALUATION | ROUND | YEAR | THREAT |
|---|---|---|---|---|---|
| Rapyd | fintech | $8.7B | SERIES_A | 2017 | DANGEROUS |
| Noom | digital health | $3.7B | SERIES_F | 2021 | TERMINAL HYPE |
| Paxos | blockchain | $2.4B | SERIES_B | 2019 | ARMED |
| Clearco | ecommerce | $2B | SERIES_B | 2020 | TERMINAL HYPE |
| Unite Us | care coordination | $1.6B | SERIES_A | 2015 | ARMED |
| Feedzai | fintech | $1.3B | SERIES_A | 2013 | HUNTED |
| Highnote | cards | $0.7B | SERIES_A | 2021 | ARMED |
// RECENT ACTIVITY
// WOWL ASSESSMENT
Oak HC/FT runs a concentrated healthcare and fintech fund with $20.4B across 7 positions — the kind of portfolio construction that creates either spectacular wins or spectacular wipeouts. The 14.3% hit rate reveals a picking problem, while the 42.9% miss rate exposes thesis drift. Rapyd at $8.7B and Noom at $3.7B carry the entire portfolio, but both are marked DANGEROUS and TERMINAL HYPE respectively — meaning Oak's winners are someone else's exit liquidity.
The portfolio is a master class in peak-cycle deployment. Rapyd raised at $8.7B when embedded finance was the hot narrative — now the category is oversupplied and the valuation unsustainable. Noom hit $3.7B selling psychology-as-medication during telehealth mania — retention metrics suggest the behavioral change thesis was oversold. Clearco burned through a $2B valuation offering revenue-based financing to DTC brands whose CAC payback periods now exceed runway. The fund picked the right themes three years too late.
// THREAT LEVEL: TERMINAL HYPE
VERDICT: A fund that confused regulatory complexity for competitive advantage and paid bubble prices for structural headwinds.
// WHY WOWLS WATCHES
Oak's LP base and established healthcare connections mean the fund will survive its 2019-2022 vintage mistakes — but the replacement cycle is brutal when your winners are someone else's bags. Watch for forced portfolio support rounds disguised as conviction.
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// INTELLIGENCE PENDING
// INTELLIGENCE DISCLAIMER: Fund assessments represent editorial opinion based on publicly available data. Portfolio coverage reflects companies tracked in the WOWLS database and may not represent complete investment history. Hit and miss rates are calculated from tracked portfolio companies only. Not financial or investment advice.
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