Live Oak Financial LLC Sample Contracts

Limited Liability Company Agreement of Live Oak Financial A Single Member Limited Liability Company
Limited Liability Company Agreement • September 11th, 2025 • Live Oak Financial LLC • Finance services • Texas

This Operating Agreement (“Agreement”) of Live Oak Financial, (“Company”), is executed and agreed to, for good and valuable consideration, by the undersigned members (individually, “Member” or collectively, “Members”).

Master Services Agreement Last Updated: November 27, 2023
Master Services Agreement • September 11th, 2025 • Live Oak Financial LLC • Finance services

Thanks for your interest in Plaid! This Master Services Agreement (this "Agreement") is a legally binding agreement governing access to and use of Plaid's Services. This Agreement is entered into between Plaid Inc. (f.k.a. Plaid Technologies, Inc.), a Delaware corporation ("Plaid") and the entity or person placing an Order or accessing or using the Services ("Client"). If you are placing an Order or accessing or using the Services on behalf of a company, organization, or other entity, then that entity is the Client. In that case, you are binding that entity to this Agreement and you represent and warrant that you are authorized to do so.

Subscription Agreement
Subscription Agreement • September 11th, 2025 • Live Oak Financial LLC • Finance services • Texas

THIS INVESTMENT INVOLVES A HIGH DEGREE OF RISK. THIS INVESTMENT IS SUITABLE ONLY FOR PERSONS WHO CAN BEAR THE ECONOMIC RISK FOR AN INDEFINITE PERIOD OF TIME AND WHO CAN AFFORD TO LOSE THEIR ENTIRE INVESTMENT. FURTHERMORE, INVESTORS MUST UNDERSTAND THAT SUCH INVESTMENT IS ILLIQUID AND IS EXPECTED TO CONTINUE TO BE ILLIQUID FOR AN INDEFINITE PERIOD OF TIME. THE NOTES WILL NOT BE LISTED ON ANY SECURITIES EXCHANGE AND, PER PLATFORM POLICY, MUST BE HELD BY REGISTERED LIVE OAK FINANCIAL INVESTORS; THE NOTES THEMSELVES ARE NOT SUBJECT TO FEDERAL TRANSFER RESTRICTIONS; WHILE WE MAY, IN OUR DISCRETION, PERMIT A SECONDARY TRADING VENUE IN THE FUTURE, THERE IS NO ASSURANCE A SECONDARY MARKET WILL DEVELOP.

Investor Registration Agreement
Investor Registration Agreement • July 15th, 2025 • Live Oak Financial LLC • Texas

This Investor Registration Agreement (this "Agreement") is made and entered into among you and Live Oak Financial LLC ("Live Oak Financial," "Issuer", "I", "we," or "us"). This Agreement will govern all purchases of Borrower Payment Dependent Notes ("Notes") that you ("Investor") may, from time to time, make from Live Oak Financial.

Limited Liability Company Agreement of Live Oak Financial A Single Member Limited Liability Company
Limited Liability Company Agreement • July 15th, 2025 • Live Oak Financial LLC • Texas

This Operating Agreement ("Agreement") of Live Oak Financial, ("Company"), is executed and agreed to, for good and valuable consideration, by the undersigned members (individually, "Member" or collectively, "Members").

Investor Registration Agreement
Investor Registration Agreement • September 11th, 2025 • Live Oak Financial LLC • Finance services • Texas

This Investor Registration Agreement (this “Agreement”) is made and entered into among you and Live Oak Financial LLC (“Live Oak Financial,” “LOF” “Issuer”, “I”, “we,” “us,” “our”). This Agreement will govern all purchases of Borrower Payment Dependent Notes (“Notes”) that you (“Investor”) may, from time to time, make from LOF.