Fundraising Fox
New York · Growth · 14 people tracked
Also known as BREGAL INVESTMENTS, INC.
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Investment thesis
Bregal Sagemount takes a custom approach to each investment, combining flexible capital with strategic and financial value-creation support tailored to the needs of successful entrepreneurs. The firm partners with founders and management teams to accelerate growth and build better businesses across sectors such as software, financial services and technology, healthcare IT, and business and consumer services. It emphasizes founder-friendly partnerships and responsible investing, aiming to deliver outsized outcomes for its portfolio companies.
Source: firm website, verified Sep 27, 2026.
Team · 14 people
from the firm's website & curated & public directories
Founder mafia
2 people who came through Bregal Sagemount went on to found or lead other companies.
What they invest in
from 27 of 43 portfolio companiesSaaS ×20Enterprise Software ×14AI & Machine Learning ×11Healthtech ×6Fintech ×5Cybersecurity ×4Digital Health ×4Logistics & Supply Chain ×4
HQs:United States×18United Kingdom×2
Who they back
founder profiles across 8 portfolio companiesFounding team size:solo founder×52 founders×3
Investments · 43 tracked
founders shown can be your intro pathBy year:2026 · 42024 · 22022 · 12021 · 32020 · 22019 · 22018 · 12016 · 32015 · 119 dated
Options provides managed trading infrastructure and cloud-enabled services to capital markets firms including investment banks, hedge funds, and trading companies globally.
Cloud ComputingCybersecurityEnterprise SoftwareFintechNew York, GB
Co-investorsABRY PartnersVitruvian Partners
360 Advanced provides cybersecurity and compliance services, including audits and assessments across frameworks such as SOC, PCI, HIPAA, and ISO 27001.
CybersecurityEnterprise SoftwareSaaS
Danielle Kucera(President, Chief People & Risk Officer)inDaniel P. Collins(Chief Executive Officer)inPatrick Tolliver(Chief Operating Officer)inScott Metro(Chief Information Officer)inCameron Youngblood(Chief Revenue Officer)inGreg Bosl(Chief Financial Officer)in
Palo Alto, US
Jonathan Yaron(Executive Officer, Director)inGlen Segal(Executive Officer)inYorgen H Edholm(Executive Officer, Director)in
BoardS. Mohan(Director)Jeffrey Parks(Director)Patrick Cordes(Director)
Co-investorsRiverwood Capital
Buyers Edge Platform operates a suite of brands offering group purchasing, procurement, supply chain, and software solutions for foodservice operators, distributors, and manufacturers.
AI & Machine LearningB2B MarketplacesFoodTechSaaSWaltham, US
John Davie(Founder & CEO)inChristopher J. Milliken(Executive Officer)Joseph W. Corrigan(Executive Officer)Sarah M. Davie(Executive Officer)
Conductor builds an interface for managing and working with AI systems.
AI & Machine LearningDeveloper ToolsEnterprise SoftwareSaaSSan Francisco, US
Charlie Holtz(CEO)inJackson de Campos(Founder)inBenjamin Fichter(Founder)Eric Schwartz(Founder)Jared Cohen(Founder)Seth Besmertnik(Founder)
Co-investorsMatrixY CombinatorAbstract VenturesBatch VenturesBlue Cloud VenturesFirstMark Capital+2 more
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 City, US
Co-investorsCatalyst InvestorsTechstarsBlue Cloud Ventures
Cherry Hill, US
Douglas W. Clark(Executive Officer, Director)Michael Enright(Director)Brian Hogan(Director)Mark P. Joyce(Executive Officer)Thomas Brown(Director)Kirk Tilley(Director)
Co-investorsBank of America
Critical Start provides 24x7x365 managed detection and response (MDR) services combining AI-driven monitoring with human security analysts to detect and respond to threats for enterprises across financial services, healthcare, manufacturing, and utilities.
AI & Machine LearningCybersecurityEnterprise SoftwarePlano, US
Scott White(CEO)inRobert Davis(Executive Officer, Director)inJordan Mauriello(Director)inTera Davis(Executive Officer)
BoardMichael Kosty(Director)
Co-investorsGolub GrowthVista Equity Partners
DentalXChange provides healthcare information technology solutions for the dental industry.
Digital HealthEnterprise SoftwareFintechHealthtechSaaSSouthlake, US
Paul Kaiser(CEO)in
Fintech
Co-investorsNorthlane Capital Partners
Ennov provides an AI-powered unified compliance software platform for life sciences companies, covering regulatory, quality, clinical, pharmacovigilance, and commercial processes across the product lifecycle.
BiotechHealthtechSaaS
Co-investorsBregal Investments
FullStack provides pre-built engineering pods and Forward Deployed Engineers drawn from a network of AI-native specialists to help companies build and deploy production AI systems.
AI & Machine LearningDeveloper ToolsEnterprise Software
GPS Insight builds a fleet management system that provides real-time visibility, safety monitoring, and operational efficiency for fleet and field service teams.
Construction TechIoTLogistics & Supply ChainSaaS
Co-investorsAccel-KKRAtlantic Bridge Ventures
Harbor Compliance provides a platform and managed services for U.S. businesses and nonprofits to handle multistate regulatory compliance, including entity registration, business and professional licensing, and tax registration across all 50 states, Washington D.C., and Puerto Rico.
GovTechLegalTechSaaS
Co-investorsSeaport Capital
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)in
Co-investorsBregal Investments
MOBI provides online ordering technology for restaurants and hospitality businesses, including branded websites and apps, self-service kiosks, loyalty programs, delivery integration, and over 120 platform integrations.
AI & Machine LearningFoodTechRetail TechSaaS
Co-investorsPunakaiki Fund
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)inJohn J. Flynn(Executive Officer, Director)inRichard F. Watkins(Executive Officer, Director)Ryan Collins(Executive Officer)inSteve Martin(Executive Officer)inDrue Goodale(Executive Officer)in
Co-investorsCorsa Ventures
Orange Logic offers a digital asset management (DAM) platform that manages the full content lifecycle, combining metadata, rights, workflows, and AI-driven agentic orchestration in a single system.
AI & Machine LearningEnterprise SoftwareSaaS
Pandion is building an e-commerce delivery network that uses machine learning to integrate with last-mile delivery, aiming for better on-time performance and higher asset utilization.
AI & Machine LearningE-commerceLogistics & Supply ChainSeattle, US
Scott Ruffin(Founder)in
Co-investorsBow CapitalBregal InvestmentsSQN Venture Partners, LLCTitanium VenturesPlayground GlobalSchematic Ventures
PMWeb offers a capital program and project management platform for owner-operators to plan, deliver, and operate projects across their entire portfolio.
Construction TechPropTechSaaS
Procure Analytics is a data-enabled group purchasing organization specializing in indirect procurement and maintenance, repair, and operations (MRO) spend management for member organizations.
B2B MarketplacesData & InfrastructureEnterprise SoftwareSaaS
Co-investorsGenstar
Redgate develops database management software that helps organizations automate, secure, and scale their data infrastructure throughout the DevOps lifecycle.
Data & InfrastructureDeveloper ToolsEnterprise SoftwareSaaS
Simon Galbraith(Redgate co-founder and non-executive director)in
Co-investorsBregal InvestmentsSalica Investments
Single Digits provides Wi-Fi and network connectivity solutions for hotels and hospitality venues through its Connected Life Platform, which offers device authentication, network management, and business analytics.
Cloud ComputingEnterprise SoftwareIoTPropTechSaaSBedford, US
Robert Goldstein(Executive Officer, Director)Jody Holt(Executive Officer)inStephen Singlar(Executive Officer, Director)
BoardJon Danielson(Director)Jeff Williams(Director)
Co-investorsGI Partners
SoLo Funds operates a community lending marketplace where individual members lend to and borrow from each other for short-term needs, with optional lender protection.
ConsumerFintechInsurTechMarketplacesCincinnati, US
Travis Holoway(Executive Officer, Director)inRodney Williams(Director)in
Co-investors100 Black Angels & Allies FundACME CapitalAlumni VenturesBackstage CapitalBregal InvestmentsDraper Associates+11 more
Transflo provides SaaS technology for freight brokers, 3PLs, and fleet operators to manage transportation operations, including workflow automation, telematics, and mobile solutions.
AI & Machine LearningLogistics & Supply ChainSaaSPhoenix, US
Renee Krug(Chief Executive Officer)inBill Vitti(President & Chief Revenue Officer)in
Co-investorsCarousel
TrustArc provides privacy and data governance software for enterprises to manage consent, automate data subject rights requests, and achieve compliance with global privacy regulations.
CybersecurityEnterprise SoftwareLegalTechSaaS
Co-investorsAccelBaseline VenturesIcon VenturesCorner VenturesIndustry Ventures
Vastian provides a platform that helps hospital and laboratory professionals manage quality standards, competency assessments, and equipment sanitation policies.
Digital HealthEnterprise SoftwareHealthtechSaaS
Tim Westover(Co-Founder)
Co-investorsBregal InvestmentsSilversmith Capital Partners
ZeOmega provides healthcare enterprise management software for health plans and other risk-bearing organizations, offering integrated care management, prior authorization, and workflow solutions.
AI & Machine LearningCloud ComputingDigital HealthEnterprise SoftwareHealthtechSaaSPlano, US
Co-investorsBlue Venture FundsBlueCross BlueShield Venture PartnersSandbox Industries
Other
Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.
AdreimaBradford Airport LogisticsBuildingLinkBuyers EdgeNeptune FloodOptima PartnersRDXSteele ComplianceSteele Compliance SolutionsSurePrepTradeGlobalUCPMUCPM Environmental Insurance Inc
Exits · 1
1 acquisitionsDiscovery Dataacq. by ISS Market Intelligence
Portfolio news
latest coverage across their companies
Harbor Compliance · finance.yahoo.com · Sep 8, 2026
SoLo Funds · solofunds.com · Jul 17, 2026
Ennov · thesaasnews.com · May 22, 2026
Conductor · trysignalbase.com · Apr 2, 2026
Conductor · conductor.build · Mar 30, 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 43 tracked investments, 1 of which have exited, including 5 dated in the last 24 months.
- 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, Cybersecurity, Fintech, Healthtech, InsurTech, Logistics & Supply Chain, PropTech, SaaS.
- 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 Bregal Investments, Golub Growth, Impact America Fund, among 26 tracked co-investors.
From the blog
visit blog ↗The firm describes its investment approach, covering criteria such as capital structure flexibility, funding situations (growth, buyouts, M&A, recapitalizations), and typical investment and company metrics. AI summary
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