NewOak Ecosystem
NewOak Portfolio Companies
NewOak's venture portfolio spans fintech, climate technology, payments infrastructure, private credit, and risk analytics — companies building the next generation of financial and sustainable infrastructure.
FuturePay
Buy-now-pay-later and embedded finance platform enabling merchants to offer flexible payment options at checkout.
FinPlus
Financial wellness and benefits platform helping employers deliver personalised financial health tools to their workforce.
WattByWatt
Climate-tech platform connecting clean-energy producers and consumers through real-time energy tracking and trading.
OrbisPay
Cross-border payments and remittance infrastructure enabling low-cost, real-time transfers across emerging markets.
MuniRisk
Municipal bond risk analytics platform providing institutional investors with granular credit and liquidity risk data.
RiskAI
AI-powered risk analytics engine delivering real-time portfolio stress-testing and scenario analysis for asset managers.
Acorn Trade Finance
Trade finance platform providing working-capital solutions to mid-market importers and exporters across Asia and the Americas.
PanthaCap AI
AI-powered capital allocation and economic analytics platform for institutional investors.
Oak Branch Advisors
Private credit and valuation advisory services for institutional investors and asset managers.
Godafoss Capital Management
Liquid alternative asset management firm focused on disciplined capital allocation and long-term value creation across global markets.
Our Team
15 professionals. One integrated platform.
Investment professionals across portfolio management, risk, capital markets, and business development — built on 18+ years of institutional expertise.
Leadership
Ron D'Vari
CEO & Co-Founder
Kishore Yalamanchili
Managing Director, Portfolio Management
Salvatore D'Aliso
Head of Capital Markets
Matt Lewis
Managing Director, Advisor
Portfolio Management
Rajat Bhatnagar
Managing Director, India Growth Strategy
Ralph Welborn
Advising Managing Director; Co-Founder, PanthaCap AI
Vince Kasten
Advising Managing Director; Co-Founder, PanthaCap AI
Risk & Research
Nachi Das
Director, Business Development
Koushik Boddireddy
Risk Analyst
Shivaji Rao
Senior Risk Analyst
Aakash Komanien
Analyst
Shalu Modi
Business Development
Capital Markets
Austin Burke
Director, Capital Markets
Scott Arnold
Managing Director, Capital Markets
Roger Brandt
Managing Director, Capital Markets
Josh Wirth
Director, Legal & Compliance
Michael McAllister
Managing Director
Scott McGrath
Investor Relations
Advisory & Operations
Joseph Meerbaum
Managing Director, Capital Markets