Charles B. Patton
Partners @ Oak Hill Capital Partners
Charles B. Patton is a seed investor at Oak Hill Capital Partners focused on FinTech and Customer Service. Charles B. Patton - Partners @ Oak Hill Capital Partners
- Total investments:
- 1
- Last investment:
- Lead investor:
- 0%
Last updated:
For AI agents: llms.txt
Industries Charles B. Patton invests in
Stages Charles B. Patton invests in
Countries Charles B. Patton invests in
Investment Focus
Industry
- FinTech 1 (100%)
- Customer Service 1 (100%)
- Machine Learning 1 (100%)
- Financial Services 1 (100%)
- Enterprise Software 1 (100%)
Investments
| Company | Description | Round | Links |
|---|---|---|---|
Agent IQ
|
Agent IQ empowers community banks and credit unions to deepen their customer relationships, improve customer satisfaction, and boost service efficiencies leading to an increase in profitability while reducing the cost of serving. The Agent IQ digital customer engagement platform provides a unique high-touch, high-tech, omni-channel experience thatuses AI to support financial institutions in being more proactive with their customers and automating mundane tasks.Financial institutions can get real-time insights into what their customers are talking about and use the platform to provide proactive assistance and strengthen the relationship between banker and customer. Deployed in a little as 4 weeks with a light resource lift, Agent IQ is the tool that allows your bankers to better connect, engage, and support customers and create relationships in the digital world that are just as personal as in the real world, but even more enhanced. Founded in 2015, the company is headquartered in San Francisco, California, United States. | $2.2M / Seed / Nov 10, 2016 |
Co-Investors
About Oak Hill Capital Partners
Oak Hill Partners is a private equity firm headquarted in Stamford, Connecticut. Robert M. Bass is the firms lead investor. Oak Hill Capital is one of several Oak Hill partnerships, each of which has an independent management team. These Oak Hill partnerships have invested significant capital across multiple asset classes, including private equity,special situations, high yield and bank debt, venture capital, real estate and a public equity exchange fund.
Oak Hill Capital Partners Contacts
| Name | Phone | Socials | |
|---|---|---|---|
Adam Hahn
Associate
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Charles B. Patton
Partners
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Jennifer Jun
Principal
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J. Taylor Crandall
Managing Partners
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Peter B. Armstrong
Principal
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FAQ
What does Charles B. Patton invest in?
Charles B. Patton invests primarily in FinTech, Customer Service and Machine Learning startups, most often at Seed stage. Most of the 1 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.
When did Charles B. Patton last invest?
The most recent investment recorded for Charles B. Patton closed in Nov 2016. Shizune tracks 1 investments in total for this profile, including round sizes, stages and portfolio companies, all sourced from confirmed public funding rounds and refreshed monthly.
Is Shizune's investor data accurate?
Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.
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