Live Oak Bank

Live Oak Bank, established in 2008 and located in Wilmington, North Carolina, is a commercial bank that specializes in providing financial services to small and medium-sized businesses across various industries, including veterinary practices, agriculture, pharmacy, and healthcare. The bank offers a range of FDIC-insured banking products designed to support business growth, such as loans for buying, building, and expanding operations, as well as high-yield savings accounts and certificates of deposit. In addition to traditional banking services, Live Oak Bank provides business advisory services and education to empower entrepreneurs and enhance their financial acumen. The company is committed to delivering a customer-centric experience that distinguishes it from typical banking institutions.

Kate Groat

Director of Corporate Philantrophy

Mike Montgomery

Senior Vice President

Kevin Nowak

Senior Vice President, Sponsor Finance

17 past transactions

Synply

Seed Round in 2024
Synply is a technology company that provides a user-friendly, cloud-based platform for managing syndicated loans and portfolios. Its platform streamlines the entire process, from origination to servicing, by offering real-time data, system integrations, and workflow tools. This enhances transparency and access to information for both banking partners and borrowers.

Greenwood Sustainable Infrastructure

Debt Financing in 2024
Greenwood Sustainable Infrastructure (GSI) is a renewable energy company established in 2010, specializing in the development, construction, and operation of distributed generation and utility-scale solar energy and battery storage projects across North America. With a portfolio that includes approximately 178 megawatts from 43 renewable energy projects, many of which GSI continues to own and operate, the company leverages its technical, financial, and operational expertise to create scalable and valuable energy solutions. GSI focuses on addressing the needs of the underserved distributed energy and sustainable infrastructure markets through its comprehensive project development and management capabilities.

DefenseStorm

Series C in 2024
DefenseStorm, Inc. is a cybersecurity company that offers a cloud-based management platform specifically designed for financial institutions. Founded in 2014 and headquartered in Alpharetta, Georgia, DefenseStorm provides a comprehensive suite of solutions that includes real-time threat detection, investigation, reporting, and compliance management. The platform integrates big data analysis to deliver actionable insights, enabling banks and other financial organizations to effectively respond to cyber threats while ensuring regulatory compliance. Originally established as Praesidio, the company rebranded to DefenseStorm in June 2016, reflecting its focus on enhancing cyber safety and soundness for its clients.

B.R. Distilling Company

Debt Financing in 2024
B.R. Distilling Company produces blue note bourbon and riverset rye and specializes in alcoholic beverages and craft spirits. These factors provide the bourbon with aromas of caramel, oak, vanilla, and spice that linger on the palate. The company's contact modes are by mail, phone, and physical address.

Vitana Pediatric Dental Partners

Debt Financing in 2024
Vitana Pediatric Dental Partners is a specialized investment firm dedicated to partnering with pediatric and orthodontic dental practices. The firm focuses on collaborating with high-quality owner dentists who have established successful businesses and are seeking to enhance their financial and professional growth. Vitana offers tailored investment and partnership models that provide practice owners with the necessary capital, strategic resources, and operational support to scale their operations effectively. Led by professionals with a strong background in dentistry and business management, Vitana is committed to fostering the development of its partner practices while leveraging extensive experience in building and scaling successful business ventures.

Anatomy Financial

Seed Round in 2024
Anatomy Financial specializes in streamlining financial operations for healthcare organizations that bill insurance. Their core offering is an AI-driven platform that automates financial workflows, including automated conversion of Explanation of Benefits (EOBs), intelligent reconciliation, and a modern healthcare lockbox system. This platform integrates and analyzes bank, claims, and accounting data in real-time, providing actionable financial insights and automating reconciliation processes. By doing so, Anatomy Financial enables healthcare providers to focus more on patient care.

Stiegler Edtech

Grant in 2024
Steigler Edtech provides STEM, esports and other non traditional, alternative education programs.

On.Energy

Debt Financing in 2023
On.Energy specializes in the development, construction, and operation of advanced energy storage solutions aimed at promoting smarter energy management. The company leverages its proprietary AI-powered algorithms and in-house analytics to deliver comprehensive energy management software. With a focus on low-carbon hedging and renewable energy, On.Energy provides integral solutions that enable customers to effectively monitor and manage their energy consumption. By utilizing real-time energy monitoring, the company helps clients reduce their energy costs while contributing to a cleaner and more stable electrical system. On.Energy combines extensive industry expertise with innovative technology to drive efficiencies in energy storage and management.

Castellum

Post in 2023
Castellum is a defense-oriented technology company focused on providing a range of information technology services. It serves sectors such as financial services and healthcare, offering expertise in intelligence analysis, software development, program management, and data analytics. The company is actively involved in enhancing its capabilities through both organic innovation and strategic acquisitions, particularly in cybersecurity, electronic warfare, and information warfare. Castellum aims to strengthen its position by integrating advanced technologies to support defense and federal operations, thereby addressing the growing demand for robust cybersecurity and information assurance solutions.

Apiture

Venture Round in 2023
Apiture, Inc. is a financial technology company that specializes in developing digital banking solutions for banks and credit unions across the United States. Founded in 2017 and headquartered in Wilmington, North Carolina, with an additional office in Austin, Texas, Apiture offers products such as Apiture Open, which facilitates the opening of checking, savings, CDs, and loan accounts, and Apiture Xpress, an integrated digital banking solution tailored for both consumer and business account holders. The company focuses on empowering financial institutions by providing advanced software that enhances their ability to serve customers efficiently and effectively in today’s digital landscape. Through its API-driven approach, Apiture aims to streamline development processes and enable innovative banking solutions that meet the evolving needs of clients and their customers. Apiture operates as a subsidiary of First Data Corporation and maintains a strategic alliance with DefenseStorm, Inc.

Medix Infusion

Debt Financing in 2023
Medix Infusion, Inc. is a healthcare provider specializing in ambulatory and home infusion therapy services for patients with chronic and acute conditions. Incorporated in 2020 and based in Arlington, Texas, the company operates multiple locations across the state. Medix Infusion offers a range of pharmacy services, including the placement of PICC lines, and administration of anti-infectives, IV antibiotics, anti-fungals, biologics, specialty injectables, total parenteral nutrition (TPN), and hydration therapy. The company is committed to enhancing patient care by delivering personalized and convenient infusion therapy, catering to the needs of high-acuity patients in rural, suburban, and underserved markets.

Uplinq

Seed Round in 2022
Uplinq is a financial technology company that transforms the bookkeeping process for small and medium-sized businesses through an AI-driven platform. By automating bookkeeping tasks, Uplinq enables business owners to connect their financial accounts seamlessly, allowing for easier access to critical data. The platform translates historical financial information into verifiable data, metrics, and actionable insights, empowering businesses to concentrate on customer engagement and overall management. Uplinq's innovative approach simplifies financial operations, ultimately fostering better decision-making and enhancing the management of business resources.

Apiture

Venture Round in 2022
Apiture, Inc. is a financial technology company that specializes in developing digital banking solutions for banks and credit unions across the United States. Founded in 2017 and headquartered in Wilmington, North Carolina, with an additional office in Austin, Texas, Apiture offers products such as Apiture Open, which facilitates the opening of checking, savings, CDs, and loan accounts, and Apiture Xpress, an integrated digital banking solution tailored for both consumer and business account holders. The company focuses on empowering financial institutions by providing advanced software that enhances their ability to serve customers efficiently and effectively in today’s digital landscape. Through its API-driven approach, Apiture aims to streamline development processes and enable innovative banking solutions that meet the evolving needs of clients and their customers. Apiture operates as a subsidiary of First Data Corporation and maintains a strategic alliance with DefenseStorm, Inc.

Enable Dental

Debt Financing in 2022
Enable Dental Group is a dental care provider headquartered in Austin, Texas, focused on delivering services to underserved populations, including the elderly, individuals with special needs, and those in alternative settings. The company employs a proprietary portable dental solution model, which enables clinicians to provide various dental services, such as exams, cleanings, x-rays, extractions, fillings, denture treatments, and root canals. With operations in Texas, Kansas, Missouri, Colorado, and California, Enable Dental aims to empower clinicians to reach patients in need of dental care directly at their locations, ensuring greater access and convenience for those who may otherwise face barriers to treatment.

GreenLight

Series B in 2019
GreenLight is a financial technology company that offers a comprehensive money management platform designed specifically for families. Founded in 2014 and headquartered in Atlanta, Georgia, GreenLight provides a debit card and accompanying app that enables parents and children to earn, save, spend, and invest money effectively. The platform empowers parents with flexible spending controls, tools for managing chores, and automated allowance features, all while promoting financial literacy among children. Users can earn up to 3% cash back on purchases, with the option for parents to automatically invest these rewards in stocks and exchange-traded funds for future family expenses. GreenLight aims to simplify personal finance for families, fostering responsible financial habits from a young age.

DefenseStorm

Angel Round in 2015
DefenseStorm, Inc. is a cybersecurity company that offers a cloud-based management platform specifically designed for financial institutions. Founded in 2014 and headquartered in Alpharetta, Georgia, DefenseStorm provides a comprehensive suite of solutions that includes real-time threat detection, investigation, reporting, and compliance management. The platform integrates big data analysis to deliver actionable insights, enabling banks and other financial organizations to effectively respond to cyber threats while ensuring regulatory compliance. Originally established as Praesidio, the company rebranded to DefenseStorm in June 2016, reflecting its focus on enhancing cyber safety and soundness for its clients.

Malauzai

Venture Round in 2012
Malauzai Software, Inc., established in 2009 and headquartered in Austin, Texas, specializes in developing mobile and internet banking solutions tailored for community financial institutions. The company offers a suite of SmartApps, SmartwebApps, and SmartwearApps, catering to consumers, small businesses, and employees, enabling them to manage their financial transactions across various devices. Malauzai's flagship product, the MOX enterprise platform, streamlines management of these solutions on a single platform. The company's products aim to enhance the customer experience and increase value for financial institutions, focusing primarily on community banks and credit unions. Since 2018, Malauzai has operated as a subsidiary of Finastra Group Holdings Limited.
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