Strategic Focus Target growth-stage enterprise tech and tech-enabled services in Texas and neighboring markets, leveraging LiveOak’s deep Texas network and track record to identify co-investment or portfolio expansion potential with similarly aligned founders.

AUM & Activity Leverage LiveOak’s nearly $500M under management and active deal history (60+ high-growth investments) to position introductions to LPs, syndication partners, and founders seeking credible co-leads or follow-on funding rounds.

Recent Wins Monitor and approach LiveOak-backed exits and seed investments (e.g., Receipts Depositary, Artis, Mallory, Uptiq.ai) as indicators of their thesis and potential for follow-on rounds, strategic partnerships, or advisory roles with portfolio companies.

Industry Levers Align with LiveOak’s focus on AI infrastructure, digital assets, fintech, and technology-enabled services, offering solutions for portfolio companies’ scale challenges, go-to-market optimization, and risk/compliance improvements.

Value Propositions Offer value-add collaborations such as co-development, ecosystem partnerships, and introduce-to-market opportunities to accelerate growth for Texas-based leaders, leveraging LiveOak’s awards and reputation to win credibility with founders.