New York · Growth · 9 people tracked
Also known as BREGAL INVESTMENTS, INC.
Find your way into Bregal Sagemount
2,909 people in our graph share verified history with the Bregal Sagemount team — schools, employers, funds. One of them is your warm intro.
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 · 9 people
from curated & public directories
What they invest in
from 18 of 29 portfolio companiesSaaS ×13Enterprise Software ×9AI & Machine Learning ×7Fintech ×5Healthtech ×5Digital Health ×4Cloud Computing ×3Logistics & Supply Chain ×3
HQs:United States×14United Kingdom×1
Investments · 29 tracked
founders shown can be your intro pathBy year:2026 · 32024 · 22022 · 12021 · 22016 · 210 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
Sagemount (part of Bregal) is a private capital investor that applies environmental, social, and governance screening and value creation strategies to portfolio companies across growing end markets.
FintechImpact & Social Good
Co-investorsRiverwood CapitalArdian
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 and Co-Founder)inJackson de Campos(CTO and Co-Founder)in
Co-investorsMatrixY CombinatorBlue Cloud Ventures
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
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
DentalXChange provides healthcare information technology solutions for the dental industry.
Digital HealthEnterprise SoftwareFintechHealthtechSaaSSouthlake, US
Paul Kaiser(CEO)in
Fintech
Co-investorsNorthlane Capital Partners
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
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
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
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 CapitalSQN Venture Partners, LLCTitanium Ventures
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
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
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-investorsSilversmith 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.
AdreimaBuyers EdgeCritical StartRDXSteele ComplianceSurePrepTradeGlobalUCPMUCPM Environmental Insurance Inc
Exits · 1
IPOs and acquisitions across the tracked portfolioDiscovery Dataacq. by ISS Market Intelligence
Portfolio news
latest coverage across their companies
Single Digits · finance.yahoo.com · Sep 2, 2026
Bregal Sagemount · finsmes.com · Jul 24, 2026
ZeOmega · healthitanswers.net · Jul 23, 2026
DentalXChange · avized.com · Jul 13, 2026
Pandion · finsmes.com · Jul 8, 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.
- Does Bregal Sagemount lead rounds?
- Bregal Sagemount has led 3 of the 5 rounds where its role is on record.
- 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.
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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