/Investor DB

Bregal Sagemount — Full Portfolio

43 tracked investments · listed companies and verified rows first

Options Technologyoptions-it.comin𝕏✓ verified

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

Nigel Kneafseyin

Co-investorsABRY PartnersVitruvian Partners

360 Advanced360advanced.comin𝕏

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

AccellioninApr 2020 · $120M

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 Platformbuyersedgeplatform.cominApr 2024

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)

Conductorconductor.buildin𝕏Nov 2021 · $150M

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

Conductorconductor.comin𝕏Nov 2021 · $150M

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

CorcentricinMay 2020 · $80M

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 Startcriticalstart.comin𝕏Jun 2019

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

DentalXChangedentalxchange.comin𝕏Feb 2022

DentalXChange provides healthcare information technology solutions for the dental industry.

Digital HealthEnterprise SoftwareFintechHealthtechSaaSSouthlake, US

Paul Kaiser(CEO)in

Discovery Datadiscoverydata.cominacquired by ISS Market Intelligence

Fintech

Co-investorsNorthlane Capital Partners

Ennovennov.com

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 Labsfullstack.com

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 Insightgpsinsight.comin𝕏Nov 2024

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 Complianceharborcompliance.com

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

Keg Logisticskeglogistics.comNov 2015

Co-investorsSeaport Capital

LSPedialspedia.comin𝕏May 2026

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

MDauditmdaudit.comin𝕏

MDaudit provides a cloud-based revenue integrity and billing compliance software platform that offers workflow automation, risk analytics, revenue optimization, and peer benchmarking.

AI & Machine LearningDigital HealthHealthtechSaaS

MOBImobihq.comin

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 Lendingopenlending.comin𝕏Mar 2016

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 Logicorangelogic.comApr 2026

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

Pandionpandionpro.comJul 2026

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

PMWEBpmweb.com

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 Analyticsprocureanalytics.comin

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

Red Gatered-gate.comin𝕏

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 Digitssingledigits.cominMar 2016

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 Fundssolofunds.comin𝕏Oct 2018

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+12 more

Transflotransflo.comin𝕏Dec 2021

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

TrustArctrustarc.comin𝕏Jul 2019 · $70M

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

Vastianvastian.cominMay 2026

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

ZeOmegazeomega.comin𝕏

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

Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.