# Live Oak Bank

> Live Oak Bank is a VC fund backing Financial Services and Software. See 27 investments, check sizes, portfolio and contact details. Updated Aug 2026.

- Type: VC Fund
- Location: Wilmington, United States
- Total investments: 27
- Last investment: Jul 2026
- Lead investor: 59%
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/company/live-oak-bank
- X (Twitter): https://www.twitter.com/liveoakbank
- Website: https://www.liveoakbank.com
- Facebook: https://www.facebook.com/liveoakbank

Live Oak Bank is a financial service company that offers banking services and products for small and medium businesses. They provide FDIC-insured banking products to help, buy, build, and expand the business, as well as high-yield savings and CD products to help grow the money. The company's goal is to provide an experience that is distinctfrom what they might expect from a bank — its customers remain at the heart of everything they do at Live Oak.

## Contacts

5 contacts available for Live Oak Bank. Shizune tracks 8 team members at Live Oak Bank. Sign up free to unlock them: https://app.shizune.co/sign-up/investor-profiles/find-team-emails/live-oak-banking-company?utm_source=investor_profile

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| Financial Services | 7 | 26% |
| Software | 6 | 22% |
| FinTech | 5 | 19% |
| Banking | 4 | 15% |
| Health Care | 3 | 11% |

39 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Debt Financing | 10 | 37% |
| Seed | 3 | 11% |
| Series B | 2 | 7% |
| Funding Round | 2 | 7% |
| Venture - Series Unknown | 2 | 7% |

10 stages tracked in total.

## Team

| Name | Title | Investments | Profile |
| --- | --- | --- | --- |
| James Mahan | Chairman & CEO /Founder | 2 | — |
| Jay Steiner | Senior Loan Officer | 0 | — |
| Jeremy Isett | Senior Software Engineer | 0 | — |
| Brian Hyder | Principal Software Engineer | 0 | — |
| Kate Groat | Director of Corporate Philantrophy | 1 | — |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Vybe | Vybe operates community-based urgent care centers that provide convenient treatment for a broad range of illnesses and injuries. |  | Debt Financing | Jul 22, 2026 |  |
| Vitana Pediatric Dental Partners | Vitana Pediatric Dental Partners is an investment firm that invests in and partners with pediatric and orthodontic groups. Vitana invests in high-quality owner dentists who have built great businesses and have the desire to take their financial and professional growth to the next level.Vitana Pediatric Dental Partners is led by dentists andseasoned business executives with extensive experience investing in, building, and scaling $100M+ businesses. |  | Debt Financing | Jun 24, 2026 |  |
| SunVest Solar | SunVest Solar is a solar development company that assists commercial building owners, non-profit organisations, tribes, and landowners in investing in sustainable solar energy. We help our customers become more sustainable while reducing their carbon footprint. | $20M | Debt Financing | Apr 23, 2026 |  |
| Confido Legal | Confido Legal provides a credit/debit card and ACH payment processing platform specifically designed for law firms and legal technology companies. The platform offers features such as automated payment plans, payment pages for firm websites, and integration with financial management tools like QuickBooks Online. Confido Legal aims to enhancefinancial flexibility for law firms, ensuring they never have to turn away clients due to payment issues. | $2M | Venture - Series Unknown | Feb 26, 2026 |  |
| Confido Legal | Confido Legal provides a credit/debit card and ACH payment processing platform specifically designed for law firms and legal technology companies. The platform offers features such as automated payment plans, payment pages for firm websites, and integration with financial management tools like QuickBooks Online. Confido Legal aims to enhancefinancial flexibility for law firms, ensuring they never have to turn away clients due to payment issues. | $7M |  | Dec 09, 2025 |  |
| Angel Eye Health | AngelEye provides a complete HIPAA-compliant tele-engagement platform to integrate parents simply and seamlessly into the child's care team. We deliver proven, positive impact on the family experience, care delivery workflows, and patient outcomes supporting a successful transition home. From bedside cameras, patient communication, feedingmanagement, and focused education, our solutions support the specialized needs of the NICU. |  | Debt Financing | Dec 09, 2025 |  |
| Casca | Cascading AI is the developer of a tool for automating manual banking activities. The company employs artificial intelligence technologies to speed loan document gathering, account creation, and compliance procedures, allowing banks, credit unions, and non-bank lenders to originate commercial loans. | $29M | Series A | Aug 19, 2025 |  |
| Saybrooke Management | Saybrooke Environmental and Chemical Management LLC is a single-source management firm providing a wide range of environmental services and chemical products, primarily serving industries throughout New England. Their services include hazardous and regulated waste removal, laboratory waste removal, universal and e-waste recycling, environmentalfield services like tank cleaning and decontamination, chemical distribution with water treatment chemicals, elevator pit pump-out, and HVAC glycol services. The company focuses on delivering smooth and responsible project completion with experienced professionals., primarily serving industries throughout New England. Their services include hazardous and regulated waste removal, laboratory waste removal, universal and e-waste recycling, environmental field services like tank cleaning and decontamination, chemical distribution with water treatment chemicals, elevator pit pump-out, and HVAC glycol services. The company focuses on delivering smooth and responsible project completion with experienced professionals. | $4.6M | Debt Financing | Feb 27, 2025 |  |
| Synply | Synply offers users a simplified, intuitive tool to centralize the entire process of syndicated lending and portfolio management. | $4.8M | Seed | Oct 21, 2024 |  |
| Greenwood Sustainable Infrastructure | Greenwood Sustainable Infrastructure (GSI) is a renewable energy company focused on the development, construction and operation of distributed generation and utility-scale solar energy and battery storage projects in North America. Established in 2010, the company has developed approximately 178 MW across 43 renewable energy projects, many of whichare still owned or operated by GSI. Combining technical, financial, and operational expertise, GSI successfully executes transactions that create both scale and value. | $24M | Debt Financing | Sep 23, 2024 |  |

10 of 27 investments shown.

## Co-investors
- [Pinnacle Financial Partners](https://shizune.co/investors/profile/pinnacle-financial-partners) — VC Fund, 3 deals together
- [Aquiline Capital Partners](https://shizune.co/investors/profile/aquiline-capital-partners) — VC Fund, 2 deals together
- BHG Financial — VC Fund, 2 deals together
- [Breakwater Ventures](https://shizune.co/investors/profile/breakwater-ventures-7831) — VC Fund, 2 deals together
- Canapi Ventures — VC Fund, 2 deals together
- [Context VC](https://shizune.co/investors/profile/context-vc) — VC Fund, 2 deals together

## Similar investors

### Similar stage
- [ENISA](https://shizune.co/investors/profile/enisa-2) — VC Fund
- [Development Bank of Wales](https://shizune.co/investors/profile/development-bank-of-wales) — VC Fund
- [The FSE Group](https://shizune.co/investors/profile/finance-south-east) — VC Fund

## FAQ

### What does Live Oak Bank invest in?

Live Oak Bank invests primarily in Financial Services, Software and FinTech startups, most often at Debt Financing and Seed stage. Most of the 27 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### How do I contact Live Oak Bank?

Public channels for Live Oak Bank include LinkedIn, X (Twitter) and the website linked on this profile. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.

### Who are the partners at Live Oak Bank?

The team at Live Oak Bank includes James Mahan (Chairman & CEO /Founder), Jay Steiner (Senior Loan Officer) and Jeremy Isett (Senior Software Engineer), among 8 team members tracked by Shizune. The Team section lists each member with their title, investment count and links.

### 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.

# About Shizune
Shizune.co is an investor database. Core features:
- 48,091 startup investors (angels, VCs, accelerators, and others)
- Email, phone, LinkedIn (for intros), socials, and other contact data
- Updated daily from public funding news
- CSV and Excel export

The User can access the full database FOR FREE after signing up: shizune.co