BIP Ventures Evergreen BDC

Overview

• HeadquartersAtlanta, Georgia¹
• Incorporated inDE²
• Business address3575 Piedmont Road, Building 15, Suite 730, Atlanta, Ga 30305²
• Filer category, Emerging growth company²
• Legal formBusiness Trust
• Kind of organizationInvestment fund¹

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BIP Ventures Evergreen BDC (the “Company”) is a Delaware statutory trust structured as an externally managed, non-diversified closed-end management investment company that has elected to be treated as a business development company (a “BDC”) under the Investment Company Act of 1940, as amended (the “1940 Act”). The Company is classified as a non-diversified investment company within the meaning of the 1940 Act, which means that the Company is not limited by the 1940 Act with respect to the proportion of its assets that it may invest in securities of a single issuer, excluding limitations on investments in other investment companies.³ From its latest annual report

What it owns

What BIP Ventures Evergreen BDC reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Investments

Properties, in its own words

The Company’s offices are located at 3575 Piedmont Rd NE, Building 15, Suite 730, Atlanta, Georgia 30305. The Company believes that its office facilities are suitable and adequate for its business as it is contemplated to be conducted.

Item 2 of the 10-K filed Mar 19, 2026.³

Leadership

Who has led BIP Ventures Evergreen BDC, and when. Pick a name to see everywhere that person has worked.

• Chief executive officerMark Buffington Aug 22, 2023 to now⁹
• Chief financial officerTodd Knudsen Aug 22, 2023 to Aug 24, 2023¹⁰
• Chief operating officerMark Flickinger Aug 22, 2023 to now¹¹

Named in SEC Form D filings

People the company listed in its private-offering notices.

• TrusteeAnn n/a St Germain named Oct 14, 2025¹⁷
• TrusteeMark n/a Bell named Oct 14, 2025¹⁷
• TrusteeMark n/a Teixeira named Oct 14, 2025¹⁷

Former names

• BIP Evergreen Venture FundJun 20, 2023 to Aug 11, 2023²
• Panoramic Evergreen Venture FundNov 8, 2022 to May 15, 2023²

Timeline

1. Sep 30, 20268-K Other events¹⁸
2. Aug 10, 20268-K Executive or director change¹⁹
3. Jul 16, 20268-K Unregistered sale of shares²⁰
4. Jun 30, 20268-K Other events²¹
5. Apr 20, 20268-K Unregistered sale of shares²²
6. Mar 31, 20268-K Other events²³
7. Jan 15, 20268-K Unregistered sale of shares²⁴
8. Jan 6, 20268-K Other events²⁵
9. Dec 30, 20258-K Other events²⁶
10. Oct 17, 20258-K Unregistered sale of shares²⁷
11. Sep 26, 20258-K Other events²⁸
12. Jul 24, 20258-K Unregistered sale of shares²⁹
13. Aug 22, 2023New chief executive Mark Buffington becomes CEO⁹

Filings

107 filings to the SEC since October 2021: 3 annual reports, 9 quarterly reports, 26 major events, 25 insider forms, 3 private raises, 41 other. The latest 20:

1. Oct 1, 202640-17G EDGAR
2. Sep 30, 20268-K EDGAR
3. Aug 20, 2026SC TO-I/A EDGAR
4. Aug 10, 20268-K EDGAR
5. Aug 7, 202610-Q EDGAR
6. Jul 20, 2026SC TO-I EDGAR
7. Jul 16, 20264 EDGAR
8. Jul 16, 20268-K EDGAR
9. Jun 30, 20268-K EDGAR
10. May 8, 202610-Q EDGAR
11. Apr 20, 20264 EDGAR
12. Apr 20, 20268-K EDGAR
13. Mar 31, 20268-K EDGAR
14. Mar 19, 202610-K EDGAR
15. Jan 15, 20264 EDGAR
16. Jan 15, 20268-K EDGAR
17. Jan 6, 20268-K EDGAR
18. Dec 30, 20258-K EDGAR
19. Nov 7, 202510-Q EDGAR
20. Oct 17, 20254 EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

19 open-market trades by officers, directors and large owners since October 2021: 19 buys and 0 sales. Grants, option exercises and gifts are left out.

From Forms 4 filed with the SEC.

Funding

Where the company's money came from, by calendar year: private offerings filed with the SEC, federal grants, loans, contracts and other assistance from USAspending.gov, and PPP loans from the SBA. Each bar links to the records below.

Private raises

Private offerings the company reported to the SEC on Form D. The amount is what the latest filing says was sold so far, charted in the year of the first sale. Covers filings since Oct 1, 2021.

1. Jul 12, 2023Raised $108.8 million in a private offering of equity¹⁷ Form D: 1,167 investors so far Form D

SEC filer profile

How BIP Ventures Evergreen BDC is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

• Name on EDGARBIP Ventures Evergreen BDC¹
• CIK0001950572
• Employer ID (EIN)93-6632897³
• Filer statusNon-accelerated filer an emerging growth company; not a smaller reporting company; not a shell company³
• Incorporated inDelaware³
• Fiscal year endsDecember 31¹
• Business address3575 Piedmont Road, Building 15, Suite 730, Atlanta, GA 30305¹
• Phone404-410-6476¹
• Shares outstanding5,111,825 as of Aug 6, 2026⁸
• Public float$0 as of Jun 30, 2025⁴
• AuditorErnst & Young LLP, Atlanta, Georgia PCAOB ID 42; no auditor attestation of internal control over financial reporting³
• On EDGAR sinceNov 8, 2022¹
• Filings107 in all: 8-K (26), 4 (16), 10-Q (9), 3 (9), 40-APP/A (7), 40-17G (4), 40-APP (4), APP WD/A (4)¹
  All 26 form types

  10-K (3), APP WDG (3), 10-12G (2), 10-12G/A (2), APP NTC (2), APP ORDR (2), CORRESP (2), D/A (2), 40-17G/A (1), APP WD (1), D (1), DEF 14A (1), N-54A (1), PRE 14A (1), RW (1), SC TO-I (1), SC TO-I/A (1), UPLOAD (1)

• Latest filingsAnnual report (10-K) Mar 19, 2026
  Quarterly report (10-Q) Aug 7, 2026
  Proxy statement (DEF 14A) Oct 16, 2024
  Latest 8-K (8-K) Sep 30, 2026

Risk factors and legal proceedings

The risks BIP Ventures Evergreen BDC names in Item 1A of its 10-K filed Mar 19, 2026: 5 risks under these headings, as written.³

• Risks Relating to the Company’s Business and Structure
• Significant Costs as a Result of Being Registered Under the Exchange Act.
• Risks Related to the Company’s Investments—General Risks
• U.S. Political Climate Uncertainty.
• Potential Impact of Cybersecurity Failures and Data Security Incidents.
• Risks Related to the Company’s Investments
• The Company may not realize gains from its Investments.
• Federal Income Tax Risks
• Risks Relating to This Offering
• Investment in the Company is suitable only for sophisticated investors and requires the financial ability and willingness to accept the high risks and lack of liquidity inherent in an investment in the Company.

Legal proceedings

Neither the Company nor the Investment Adviser is currently subject to any material legal proceedings, nor, to the Company’s knowledge, is any material legal proceeding threatened against the Company or the Investment Adviser.

From time to time, the Company or the Investment Adviser may be a party to certain legal proceedings in the ordinary course of business, including proceedings relating to the enforcement of the Company’s rights under contracts with the Company’s Portfolio Companies. While the outcome of these legal proceedings cannot be predicted with certainty, the Company does not expect that these proceedings will have a material effect upon the Company’s financial condition or results of operations.

The opening of Item 3, Legal Proceedings.³