The Oak Companies Chooses EquiDeFi for Regulation A Offering

FORT LAUDERDALE, Fla., October 6, 2026 /CourierPR/ -- The Oak Companies, a Charlotte-based commercial real estate finance platform, has chosen EquiDeFi's suite of offering management software for its recently launched Regulation A (Tier 2) offering. This move marks a significant step in the company's digital transformation and underscores its commitment to leveraging technology to streamline its operations.

EquiDeFi, a software workflow solution for investing, will support The Oak Companies through its newly redesigned Network Operations Center (NOC). This real-time reporting tool will provide The Oak Companies with detailed insights into its marketing efforts, enabling the company to manage its offering with the same discipline it applies to its lending operations.

The Oak Companies' Regulation A (Tier 2) offering is designed for experienced sponsors and will be marketed through EquiDeFi's online subscription process. Prospective investors can learn more at invest.theoakcompanies.com and subscribe with a click-through to EquiDeFi's online subscription process, available via mobile and web browser. In as little as ten minutes, investors can register to access the offering, complete identity verification, select a payment method (card, ACH, or wire), and sign subscription documents.

EquiDeFi's API covers identity verification, subscription document execution, and payment processing. Instead of a separate provider login for each function, investment status, verification results, and executed subscription documents are retrieved through the EquiDeFi API into The Oak Companies' existing systems. The Oak Companies maintains investor records in its own environment under its existing security controls and keeps its own copies of the executed documents.

An offering statement regarding The Oak Companies' Regulation A (Tier 2) offering has been filed with the SEC. The SEC has qualified that offering statement, which only means that The Oak Companies, Inc. may make sales of the securities described by the offering statement. It does not mean that the SEC has approved, passed upon the merits or passed upon the accuracy or completeness of the information in the offering statement. The offering circular that is part of that offering statement is available at www.sec.gov/Archives/edgar/data/2147706/000121390026103391/ea0306702-253g1_oakcomp.htm and must be delivered to you prior to making any investment. Please read it in its entirety before investing. This communication is not an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction where such offer or solicitation would be unlawful. Lead Selling Agent: Digital Offering, LLC - Member FINRA/SIPC.

Investing in the securities offered involves risk, including loss of the entire investment and the absence of a public market. All subscriptions are subject to acceptance by the issuer. Submission of payment does not constitute a subscription or an accepted investment; a subscription is effective only upon acceptance by the issuer. Arrangements for holding subscription funds before acceptance are described in the offering documents, apply only to funds submitted before acceptance, and do not protect against investment loss. Historical figures are stated as of the dates given and are not indicative of the results of any current or future offering. Statements that are not historical fact are forward-looking, involve risks and uncertainties, and none of the parties named in this release undertakes any obligation to update them. Statements regarding data handling describe design and configuration as of the date of this release, are not a guarantee that any system is secure, and do not describe every system in which investor information is processed. Investor information is collected and processed by more than one party in connection with onboarding, and each party is responsible for the information in its own systems.

EquiDeFi provides technology services and does not make eligibility determinations. It is not a broker-dealer or investment adviser, does not provide investment, legal, or tax advice, and does not recommend or endorse any offering.