Valley Oak Investments

Family office · Davis, California

Founded in 1999, Valley Oak Investments is a family office based in Davis, California. 10 portfolio companies, 3 recorded rounds and 8 funds are on record.

AUM
—
Portfolio companies
10
Recorded deals
3
Last investment
Dec 2015

Valley Oak Investments key facts

  • Valley Oak Investments is a family office based in Davis, California with 10 tracked portfolio companies.
  • Notable positions include Whoop, Farmers Business Network, Hazel Technologies.
  • PrivateMarketView records 3 deal participations by Valley Oak Investments.
  • Valley Oak Investments’s most recent recorded investment was in Dec 2015.
  • Valley Oak Investments has 8 funds on record, raising $103.0M across the 6 that report a size.
  • The team roster lists 1 person.

About Valley Oak Investments

Founded in 1999, Valley Oak Investments is a family office based in Davis, California. The firm seeks to invest in private companies, funds, and real assets.

Investment activity

Valley Oak Investments has no recorded round in the last two years; its 3 recorded rounds date from 2013 to Dec 2015. Valley Oak Investments most often invests alongside Mousse Partners (2 shared rounds) and Promus Ventures (2 shared rounds). Most recently: Whoop (Series B, Dec 2015) and Whoop (Series A, Jun 2014).

Valley Oak Investments portfolio at a glance

10 portfolio companies are on record for Valley Oak Investments, including Whoop, Farmers Business Network and Hazel Technologies.

6 of the 10 carry a recorded valuation and 1 have recorded secondary-market trades, the names a secondary buyer or seller can price.

Valley Oak Investments funds

8 funds are on record for Valley Oak Investments, totalling $103 million across the 6 that report a size. The most recent is Valley Oak Growth Tech B, LP (2022 vintage), $40.5 million.

Valley Oak Investments team

1 person is on record at Valley Oak Investments. Senior names include Niko Hrdy (President). 1 of them have a verified direct contact on file.

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Portfolio

10 companies · priced for members
CompanyValuationRole
Whoop▮▮
Farmers Business Network▮▮
Hazel Technologies▮▮
+ 7 more companies · all 10, priced and dated
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Valley Oak Investments recent deals

3 recorded
Dec 2015WhoopSeries B▮
Jun 2014WhoopSeries A▮
Aug 2013WhoopSeed Round▮
amounts and lead flags are a member featureUnlock all 3 deals

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Funds

6 of 8 recorded
  • Valley Oak Growth Tech B, LP2022$40.5M
  • Valley Oak SA 2, a series of Valley Oak Funds, LP2021$1.3M
  • Valley Oak Partners Real Estate Fund, LP2021$59.6M
  • VALLEY OAK FBN, LLC2019—
  • Valley Oak SA, a series of Valley Oak Funds, LLC2018$768K
  • Valley Oak Osmo, a series of Valley Oak Funds, LLC2018$358K

$103.0M raised across the 6 funds that report a size

All 8 funds →
Team
1 people on record — 1 with verified contacts

Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.

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Frequently asked about Valley Oak Investments

What companies does Valley Oak Investments invest in?
Valley Oak Investments has 10 recorded portfolio companies, including Whoop, Farmers Business Network, Hazel Technologies.
Is Valley Oak Investments actively investing?
Valley Oak Investments's most recent recorded investment was in Dec 2015.