# Live Oak Ventures, LLC

> Live Oak Ventures, LLC is a VC fund in Austin backing FinTech, Software and SaaS. See 9 investments, check sizes, portfolio. Updated Aug 2026.

- Type: VC Fund
- Location: Austin, United States
- Total investments: 9
- Last investment: Jul 2022
- Lead investor: 22%
- Last updated: Aug 2026

Live Oak Ventures, LLC is an investment company which is serving at a great extent.

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| FinTech | 5 | 56% |
| Software | 4 | 44% |
| SaaS | 3 | 33% |
| Payments | 3 | 33% |
| Financial Services | 3 | 33% |

28 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Series A | 2 | 22% |
| Funding Round | 2 | 22% |
| Angel | 1 | 11% |
| Series B | 1 | 11% |
| Series C | 1 | 11% |

7 stages tracked in total.

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Asset Class | Asset Class is a financial technology firm that offers clients across financial sectors a variety of innovative, custom investment management software solutions. They focus on private equity, venture capital, financial advisory, and commercial lending. | $11.6M | Series A | Jul 11, 2022 |  |
| AgencyKPI | AgencyKPI is a business intelligence platform intended for insurance networks, independent agencies, and insurers. Its platform is designed to address and manage the overabundance of data produced by the fragmented, legacy systems found across networks, agencies, carriers, and wholesalers. The company creates a platform for collaborative planning,operational efficiencies, and benchmarking in the insurance industry. Founded by Bobby Billman and Trent Richmond in 2017, and is headquartered in Austin, Texas. |  | Series B | Jun 08, 2022 |  |
| Philanthropi | Philanthropi utilizes technology to implement, manage, and measure philanthropic initiatives for organizations. Its technology provides turnkey solutions that foster internal and external charitable giving across all acts of philanthropy. The company was founded in 2018 and is headquartered in Philadelphia, Pennsylvania. |  |  | Dec 15, 2021 |  |
| Savana | Savana is a software company building financial software solutions for fintech companies. The company's solution allows financial institutions to modernize their siloed and dated systems with minimal disruption, less development time, and reduced costs. The omnichannel customer and account servicing solution helps financial institution servetheir customers better, offering a unified digital experience while creating operational efficiencies through automation of processes.Savana "nGage" Platform is the common core of all nGage financial software solutions. The nGage solutions suite provides a transformational technology platform for banks and mortgage lenders that wish to add efficiency, volume, and profitability to their operations. Its process management capabilities make it a flexible tool that is configurable to meet the individual needs of Savana’s banking, payments, and mortgage customers. | $3.3M | Venture - Series Unknown | Feb 21, 2020 |  |
| TrustRadius | TrustRadius is a provider of an online review site used to offer business technology and software reviews. Its platform provides a one-stop-shop for user reviews for marketing, HR management, project management, SEO tools, and CRM software among the other categories that enable buyers to make better product selection, implementation, and usagedecisions as well as vendors to access the authentic voice of their customers across their sales and marketing channels and improve their product.TrustRadius was founded in 2012 and is headquartered in Austin, Texas. | $12.5M | Series C | Jul 23, 2019 |  |
| Finxact | Finxact is innovating the first enterprise class public cloud/private data Core-as-a-Service platform with a completely open banking API. The Finxact Core will allow banks to seamlessly deliver new services for today’s omni-channel consumer. The Finxact team has been at the forefront of banking software for 35+ years, revolutionizing theindustry in the 1990s with the first real-time core banking solutions for Internet banks, and is now creating a new cloud-based core banking solution for today’s real-time, digital-first world. Learn more at www.Finxact.com. | $30M | Private Equity | Jan 25, 2019 |  |
| Greenlight | Greenlight Financial Technology is a financial services company that specializes in the fields of debit cards for kids and mobile apps. It empowers parents with convenient controls to safely manage family finances and create teachable moments around earning, spending, saving, and giving. Using its patent-pending technology, they can even specifythe exact stores in their town or neighborhood where each child's Greenlight card is accepted. The company was founded in 2014 and is headquartered in Atlanta, Georgia. | $20M | Series A | Feb 21, 2018 |  |
| Payrailz | Payrailz is a digital payments company that offers advanced bill payment and money transfer solutions to banks and credit unions. Its AI-driven digital payment platform combines with our Paywaze engine deliver smarter payment experiences through online and mobile channels, voice-enabled devices, interactive messaging, and payment bots. Thecompany was founded in 2016 and is headquartered in Glastonbury, Connecticut. | $6M |  | Dec 04, 2017 |  |
| Acertiv | Acertiv is like Carfax for Careers. Acertiv.com is an online work history certification platform that integrates with existing workflows to find qualified candidates faster and cheaper. Candidates use professional social networks and other tools to build ProofSheets, validating specific resume claims at the bullet point level. Certifiedclaims are then mapped to specific employer requirements. Enterprises license Acertiv.com to filter candidates applying to job postings, efficiently identifying proven candidates and reducing process cycle time. Candidates enjoy a permanent repository to manage and re-use certified profile data. Proven Candidates. Certified Careers. | $540K | Angel | Oct 08, 2012 |  |

9 of 9 investments shown.

## Co-investors
- [LiveOak Ventures](https://shizune.co/investors/profile/liveoak-venture-partners) — VC Fund, 8 deals together
- [TTV Capital](https://shizune.co/investors/profile/ttv-capital) — VC Fund, 3 deals together
- [Canapi Ventures](https://shizune.co/investors/profile/canapi) — VC Fund, 2 deals together
- SunTrust Bank — VC Fund, 2 deals together
- [Accenture](https://shizune.co/investors/profile/accenture) — VC Fund, 1 deal together
- Ally Financial — VC Fund, 1 deal together

## Similar investors

### Similar stage
- [Antler](https://shizune.co/investors/profile/antler-be9c) — VC Fund
- [Alumni Ventures](https://shizune.co/investors/profile/alumni-ventures-group) — VC Fund
- [General Catalyst](https://shizune.co/investors/profile/general-catalyst-partners) — VC Fund

## FAQ

### What does Live Oak Ventures, LLC invest in?

Live Oak Ventures, LLC invests primarily in FinTech, Software and SaaS startups, most often at Series A and Funding Round stage. Most of the 9 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 Live Oak Ventures, LLC last invest?

The most recent investment recorded for Live Oak Ventures, LLC closed in Jul 2022. Shizune tracks 9 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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