New York · Growth · 1 people tracked
Also known as BREGAL INVESTMENTS, INC.
Investment thesis
The firm pursues a customized approach to every deal, pairing flexible capital with strategic and financial value-creation support tailored to the specific needs of successful entrepreneurs. It emphasizes partnership with company founders and leadership teams, drawing on operating and financial expertise to help portfolio companies scale and achieve strong outcomes. The firm highlights its experienced team and track record as differentiators.
Source: firm website, verified Aug 3, 2026.
Team · 1 people
from public directoriesWhat they invest in
from 13 of 22 portfolio companiesSaaS ×8AI & Machine Learning ×4Digital Health ×4Fintech ×4Healthtech ×4Enterprise Software ×3Logistics & Supply Chain ×3AdTech ×1
HQs:United States×6
Investments · 22 tracked
founders shown can be your intro pathBy year:2026 · 32024 · 12016 · 15 dated
360 Advanced provides cybersecurity and compliance services, including audits and assessments across frameworks such as SOC, PCI, HIPAA, and ISO 27001.
CybersecurityEnterprise SoftwareSaaS
Daniel Collins(President & CEO)Danielle Kucera(President, Chief People & Risk Officer)Daniel P. Collins(Chief Executive Officer)Patrick Tolliver(Chief Operating Officer)Scott Metro(Chief Information Officer)Cameron Youngblood(Chief Revenue Officer)
Sage Mount is a private equity firm that provides flexible capital and value-creation services to entrepreneurs and their companies.
Fintech
Co-investorsRiverwood CapitalArdian
Conductor provides a platform that unifies AI and traditional search intelligence for marketing teams, offering keyword tracking, ranking data, competitor analysis, and reporting tools to optimize visibility across search engines and answer engines like ChatGPT.
AdTechEnterprise SoftwareMarketing TechSaaSNew York, US
Co-investorsCatalyst InvestorsBlue Cloud Ventures
DentalXChange operates a revenue cycle management (RCM) platform for the dental industry that connects providers, channel partners, payers, and trading partners to handle claims processing, eligibility verification, and payments.
Digital HealthFintechSaaS
Fintech
Co-investorsNorthlane Capital Partners
GPS Insight provides GPS fleet tracking and field service management (FSM) software offering vehicle and asset visibility, alerts, maintenance tracking, camera footage management, reporting, and regulatory compliance tools.
IoTLogistics & Supply ChainSaaS
Co-investorsAccel-KKRAtlantic Bridge Ventures
LSPedia provides its OneScan Solution Suite for pharmaceutical supply chain serialization, track and trace, and regulatory compliance, covering mandates such as FDA DSCSA, FDA 3911, and the EU Falsified Medicine Directive.
HealthtechLogistics & Supply ChainSaaSFarmington Hill, US
Riya Cao(Executive Officer, Director)
Open Lending provides automated, risk-based loan pricing and default protection technology for the auto lending industry, serving financial institutions such as banks, credit unions, and lenders.
AI & Machine LearningFintechInsurTechAustin, US
Ross M Jessup(Executive Officer, Director)John J. Flynn(Executive Officer, Director)Richard F. Watkins(Executive Officer, Director)Ryan Collins(Executive Officer)Steve Martin(Executive Officer)Drue Goodale(Executive Officer)
Co-investorsCorsa Ventures
Pandion operates an end-to-end shipping and delivery network built for e-commerce, offering 1-2 day small-package delivery for direct-to-consumer retailers.
AI & Machine LearningE-commerceLogistics & Supply ChainSeattle, US
Scott Ruffin(Founder)
Co-investorsBow CapitalSQN Venture Partners, LLCTitanium Ventures
Procure Analytics is a group purchasing organization (GPO) that manages indirect spend categories such as MRO, packaging, freight, and tail spend for its member companies.
B2B MarketplacesEnterprise SoftwareSaaS
Co-investorsGenstar
Gilbert, Arizona-based environmental insurance company recognized for customer service, innovation, and market expertise.
Environmental insurance company headquartered in Gilbert, Arizona
Vastian offers a software platform for quality management and regulatory compliance in hospitals and laboratories, covering documentation management, policy sign-offs, incident management, staff competencies, and audit readiness.
Digital HealthHealthtechSaaS
Co-investorsSilversmith Capital Partners
ZeOmega provides Jiva, a healthcare enterprise management platform for payer and provider organizations that integrates data into a single source of truth and offers AI-powered population health analytics, care management, and process automation such as electronic prior authorization.
AI & Machine LearningDigital HealthHealthtech
Co-investorsBlue Venture FundsBlueCross BlueShield Venture PartnersSandbox Industries
Exits · 1
IPOs and acquisitions across the tracked portfolioDiscovery Dataacq. by ISS Market Intelligence
Portfolio news
latest coverage across their companiesBregal Sagemount · finsmes.com · Jul 24, 2026
ZeOmega · healthitanswers.net · Jul 23, 2026
DentalXChange · avized.com · Jul 13, 2026
Pandion · finsmes.com · Jul 8, 2026
Conductor · trysignalbase.com · Apr 2, 2026
Fund performance · per public LP disclosures · 5
as of Jun 2025| Fund | Vintage | Committed | Net IRR | TVPI | DPI |
|---|---|---|---|---|---|
| Bregal Sagemount Equity IIILPs: The Regents of the University of California | 2019 | — | 12.3% | 1.42x | 0.31x |
| Bregal Sagemount COF IILPs: The Regents of the University of California | 2018 | — | — | 1.04x | 0.49x |
| Bregal Sagemount IILPs: The Regents of the University of California | 2017 | — | 31.3% | 2.05x | 1.85x |
| Bregal Sagemount Credit Solutions L.P.LPs: Texas Municipal Retirement System | — | — | 7.1% | 1.44x | 0.79x |
| Bregal Sagemount IV-A L.P.LPs: Texas Municipal Retirement System | — | — | 15.5% | 1.25x | 0.03x |
Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).
Frequently asked questions
- How many investments has Bregal Sagemount made?
- Bregal Sagemount has 15 tracked investments, 1 of which have exited via acquisition or IPO.
- What stage does Bregal Sagemount invest at?
- Bregal Sagemount invests at the Growth stage.
- What sectors does Bregal Sagemount focus on?
- Bregal Sagemount focuses on Crypto & Web3.
- Where is Bregal Sagemount located?
- Bregal Sagemount is headquartered in New York, US.
- Who does Bregal Sagemount co-invest with?
- Bregal Sagemount most often shares deals with Corsa Ventures, Genstar, Northlane Capital Partners, among 3 tracked co-investors.
Images
Similar investors
AirTree Ventures runs Pathfinders, a free four-week in-person program in Sydney for young builders (high-school graduates up to age 23) to work on a real product, access the AirTree team and founders, and build a peer network.
Andreessen Horowitz (a16z) is a venture capital firm founded in 2009 by Marc Andreessen and Ben Horowitz, known for pioneering the platform model with a large team of operators supporting founders across stages.
Atomico is an international venture capital firm that invests in growth-stage technology companies across multiple geographies. The firm focuses on scaling disruptive technology businesses globally.
August Capital is a venture capital firm that invests in a small number of companies, providing hands-on support to entrepreneurs building their businesses.
.jpeg){kind=logo}
B Capital is a global investment firm backing early to late-stage technology innovators across technology, healthcare, and energy & resilience sectors.