Strategic report / Technology overview

Investing across digital markets

Oakley has built a successful track record in backing technology-led businesses.

Investing across digital markets Oakley’s first investments were in TMT, demonstrating the firm’s early track record as a tech investor. This laid the foundations for subsequent investments in niche sectors where Oakley excels, including web hosting and cloud-based SaaS solutions.

We set out below the private equity technology sector investments. See Touring I and PROFounders III for Oakley's venture fund investments.

Total % of OCI NAV

Pie chart showing that the technology sector represents 22% of the OCI portfolio's Net Asset Value

Oakley PE technology sector investments

Investment

Fund3

OCI residual cost

(Funds)1

£m

OCI fair

value

£m

% of

OCI NAV

Cegid

Fund III

42.9

95.8

7.9%

WebPros

Fund IV

43.9

68.9

5.7%

Ocean Technologies Group

Fund IV

21.0

53.7

4.0%

Contabo

Fund V

32.5

33.0

2.7%

Seedtag2

Origin Fund

0.0

10.0

0.8%

ECOMMERCE ONE

Origin Fund

5.9

8.0

0.7%

Webcentral

Origin Fund

3.2

3.2

0.3%

Daisy

Fund II

8.6

2.3

0.2%

Total OCI valuation

274.9

1. OCI’s residual cost represents OCI’s indirect investment through the Oakley Funds and is calculated on a look-through basis.

2. Entire cost invested in Seedtag has been returned.

3. The table excludes venture funds investments of Oakley Capital PROfounders III and Oakley Touring I, which amounted to £2.5 million and £24.7 million respectively.

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