Fundraising Fox

Lightyear

Private equity

New York · Growth · 62 people tracked

Also known as Lightyear Capital Llc

Find your way into Lightyear

1,946 people in our graph share verified history with the Lightyear team — schools, employers, funds. One of them is your warm intro.

Niki Pezeshkiunlockedknows Max Rakhlin · together at Goldman Sachs (overlapped)
×7knows the team · via Goldman Sachs
knows the team · via Citi
knows the team · via Harvard University
×2knows the team · via Cornell
Fox Verdict
Sign up to see your fit

Investment thesis

Lightyear partners with management teams of strong, growing companies and aims to make them stronger by delivering more than capital. Drawing on 25+ years of experience, deep domain expertise, an integrated portfolio solutions team, and an operating partners network, the firm supports companies in broadening markets, strengthening operations, enhancing teams, and building enduring enterprise value. Its coordinated approach is designed to create efficiencies, share best practices, and provide a seamless, supportive experience for portfolio management teams.

Source: firm website, verified Sep 15, 2026.

Stage
Growth
HQ
New York, NY, US
Leads rounds
Leads
Instruments
Equity
AUM
$8.1B
Tracked investments
41

Team · 62 people

from the firm's website & public directories
Michal Petrzela· Partnerin
Ben Strumeier· Principal, Assistant General Counselin
John Sander· Principal, Portfolio Solutions
Alex Reiner· Associate, Portfolio Solutionsin
Carter Pichardo· Senior Accountant
Courtney Sullivan· Managing Director, Head of Fundraising & Investor Relationsin
Jacobo Ochoa· Vice President, Investmentsin
Jim Foreman· Operating Partner
Joe Raio· Vice President, Investments
Joseph Hanna· Operating Partner
Kerry Van Voris· Operating Partner
Kevin Watters· Operating Partnerin
Lauren Parry· Executive Assistant
Lucy Williams· Vice President, Human Capital
Maria Veltre· Operating Partner
Martin Sullivan· Senior Advisor
Nandan Polisetty· Senior Associate, Investmentsin
Steve Auerbach· Operating Partner
Sunil Garga· Operating Partner
Donald B. Marron· Executive Officer
Ellan Ben-Hayon· Executive Officer
Stencel Daniel· Executive Officer
Timothy Kacani· Executive Officer

What they invest in

from 33 of 41 portfolio companies

Fintech ×19SaaS ×12Enterprise Software ×10InsurTech ×10Healthtech ×5Digital Health ×4HR Tech ×3LegalTech ×3

HQs:United States×14Canada×1United Kingdom×1Netherlands×1

Investments · 41 tracked

founders shown can be your intro path
Inszoneinsuranceinszoneinsurance.comin𝕏✓ verified

Inszone Insurance Services is a full-service insurance agency that offers personalized, comprehensive insurance solutions across multiple states in the USA.

InsurTechRancho Cordova, US

Chris WaltersinNorm Hudsonin

Lendmarkfinanciallendmarkfinancial.comin✓ verified

Lendmark Financial provides a mobile app for borrowers to manage personal loans, access account information, and make payments.

ConsumerFintechLawrenceville, US

Prosperity Partnersprosperityllc.comin✓ verified

Prosperity LLC is a professional services firm providing accounting, tax, and transaction advisory services across multiple locations in the United States and internationally.

Enterprise SoftwareFintechChicago, US

Jeremy Dubow(CEO)inJeremy Dubowcpa, mst(Chief Executive Officer)

Advisorgroupadvisorgroup.com

Co-investorsReverence Capital PartnersACE & Company

Alegeustechnologiesalegeustechnologies.comin

Alegeus provides a platform for administering benefit accounts and payments, including HSA, FSA, HRA, COBRA, commuter, and supplemental benefits programs, along with outsourced administration services.

FintechHealthtechSaaS

Allworth Financialallworthfinancial.comin𝕏

Allworth Financial is a fee-based fiduciary wealth management and financial advisory firm serving investors seeking personalized, comprehensive financial guidance.

Enterprise SoftwareFintech

Scott Hanson(Co-founder)inPat McClain(Co-founder)in

Co-investorsParthenon

Altusgroupaltusgroup.comin𝕏

Altus Group provides data, analytics, applications and expertise to commercial real estate investors, managers, and advisors throughout the CRE lifecycle.

AI & Machine LearningData & InfrastructureEnterprise SoftwarePropTechSaaSHouston, CA

Amplifiloyaltyamplifiloyalty.comin𝕏

ampliFI Loyalty Solutions is a digital platform provider of loyalty and engagement programs for financial institutions, using a data-driven approach to loyalty product development.

FintechMarketing TechRetail TechSaaS

Mike Knoop(Chief Executive Officer)inJoe Fuller(Chief Financial Officer)inPenny Jurss(Chief Strategy Officer)inJeff Klein(Chief Information Officer)inRon Silvia(Chief Revenue Officer)inHeidi Mueller(EVP, Account Executives & Partnerships)in

Antaresunderwritingantaresunderwriting.com

Antares provides insurance and reinsurance capacity, risk transfer solutions, and claims and underwriting services through its Lloyd's and company market platforms.

FintechInsurTech

Cerity Partnersceritypartners.comin

Cerity Partners provides investment management and wealth advisory services to individuals and families, offering full portfolio management, coordination with existing advisors, or advisory guidance.

Fintech

Jessica Farrell(Partner)inKurt Miscinski(CEO & President)in

Co-investorsGenstarW Capital PartnersWarburg PincusWest Coast Financial

Ceteracetera.comin𝕏

Cetera provides support and affiliation services for financial professionals and institutions, including financial advisors.

FintechDenver, US

Greg Olson(Executive Officer)inErinn Ford(Executive Officer)inStan Smiley(Executive Officer)Bernie Breton(Executive Officer)inLisa Gok(Executive Officer)inLarry Roth(Executive Officer)in

Co-investorsGenstar

Clarionpartnersclarionpartners.com
Collegiatefundingsolutionscollegiatefundingsolutions.com

Collegiate Funding Solutions provides college-planning software and client-acquisition resources for financial advisors and college planning specialists.

EdTechFintechSaaS

Corestreamcorestream.com

CoreStream helps organizations deliver personalized voluntary benefits to employees by matching the right coverage to individual needs across wellness, financial, and lifestyle categories.

HR TechInsurTechSaaSWellness & Fitness

Curalinccuralinc.comin𝕏

CuraLinc provides mental health and employee assistance services to employers, offering immediate clinical engagement through licensed therapists available within seconds, combined with a continuum of counseling, coaching, and digital support tools.

Digital HealthEnterprise SoftwareHealthtechHR TechMental Health

Sean Fogartyin

Datalotdatalot.comin𝕏

Centerfield Insurance Services builds direct-to-consumer digital marketing and customer routing solutions for insurance carriers in the U.S.

AdTechInsurTechMarketing Tech

Co-investorsBessemer Venture Partners

Ecommissionecommission.com
Edbrokingedbroking.com
Engagepeoengagepeo.comin

Engage PEO provides risk management and insurance solutions for businesses, including workers' compensation coverage, OSHA compliance support, claims management, and employment practices liability insurance.

Enterprise SoftwareHR TechInsurTechSaaS

Firstsuncbfirstsuncb.com
Hponehpone.comin

HealthPlanOne provides Medicare education and shopping services to simplify the learning and purchasing process for beneficiaries.

HealthtechInsurTech

Co-investorsGreycroft

King Insuranceking-insurance.comin

King Risk Partners is an insurance brokerage offering personal and commercial coverage including business, home, auto, and life insurance, along with industry-specific programs.

InsurTech

Malcolm C. King, Sr.

Lighthousegloballighthouseglobal.comin

Lighthouse is a Microsoft compliance and security partner that delivers eDiscovery, legal, compliance, and security solutions built on Microsoft 365 technologies including Purview and Microsoft 365 Copilot for enterprise legal, compliance, and security teams.

AI & Machine LearningCybersecurityEnterprise SoftwareLegalTechSaaS

Naucountrynaucountry.comin𝕏

NAU Country Insurance provides crop insurance and risk management solutions to farmers across the United States.

AgTechInsurTech

Newflyernewflyer.com
Nibcnibc.comin

NIBC is a financial institution that raises capital through debt markets, offering funding programmes including unsecured bonds, covered bonds, commercial paper, and mortgage-backed securities, as well as corporate and retail deposits.

FintechThe Hague, NL

Co-investorsW Capital Partners

Paradigmparadigmcorp.comin𝕏

Paradigm is a catastrophic and complex care management organization that uses a value-based, outcomes-focused approach to manage severe injuries and diagnoses, including catastrophic spinal cord injuries, workplace musculoskeletal injuries, and behavioral health.

Digital HealthHealthtechInsurTech

Dr. Cope(Founder)Michael Choo(Chief Medical Officer, Workers' Compensation)John S. Watts, Jr.(CEO)Tom Mastri(Executive VP, Finance and Business Development)Danielle Melton(Medical Director)

Co-investorsCouncilOMERS Private Equity Inc.

Pathlightcapitalpathlightcapital.com

Pathlight Capital is an investment firm that manages capital and provides investment services.

FintechSector Agnostic

Daniel Platt(Founder & Chief Executive Officer)

Paybyphonepaybyphone.comin𝕏

PayByPhone operates a mobile app that enables users to pay for parking digitally without coins or physical parking meters.

ConsumerFintechMobility & TransportationSaaS

Jonny Combe(President and CEO)inNick Hamill(Chief Financial Officer)inAnthony Cashel(Chief Operating Officer)inKristina Svab(Vice President - HR)inBob Shepard(Chief Product Officer)in

Practicetekpracticetek.comin

PracticeTek is a software and services company that builds SaaS platforms for outpatient healthcare clinics, including dental, orthodontics, optometry, chiropractic, physical therapy, dermatology, and medical spas.

Digital HealthHealthtechSaaS

Primepensionsincprimepensionsinc.comin

Prime Pensions provides retirement plan administration and consulting services, including 401(k), profit sharing, and defined benefit plans for clients across the United States.

FintechEugene, US

Scott Feit(Founder & President)in

ProfitSolvprofitsolv.comin𝕏

ProfitSolv provides software solutions designed for professional services firms, enabling them to deliver improved client services and support organizational growth.

Enterprise SoftwareFintechLegalTechSaaS

Kelley Castell(Chief Executive Officer)inAaron Pelz(Chief Financial Officer)inTim Schneible(Chief Operating Officer)inBrendan Peregrine(Chief Sales Officer)inKaren Dixon(Chief Marketing Officer)inFinesse Blumenthal(Chief People Officer)in

Co-investorsFTV Capital

Schellmanschellman.comin𝕏

Schellman is a CPA firm specializing in IT audit, compliance attestations, and cybersecurity assessments for domestic and international clients.

CybersecurityEnterprise SoftwareLegalTech

Chris Schellman(Founder)inAvani D.in

Sgcpsgcp.com

The page serves only as a referral to the company's registered investment affiliate, Shelter Growth Capital Partners, directing visitors to sheltergrowth.com.

Skywardinsuranceskywardinsurance.comin

Skyward Specialty is a specialty insurance carrier offering commercial property and casualty products across nine underwriting divisions, serving brokers, agents, and self-insured clients on both admitted and non-admitted bases.

FintechImpact & Social GoodInsurTechHouston, US

Andrew Robinson(CEO)in

Therapy Brandstherapybrands.comin𝕏Feb 2021

Therapy Brands (Ensora Health) builds electronic health record (EHR) and practice management software for therapy practices, including mental health, physical, occupational, and speech therapy providers.

Digital HealthMental HealthSaaS

Co-investorsOak HC/FT

Unitedrentalsunitedrentals.com
Vehlovehlo.comin

Vehlo provides software and financial solutions for vehicle service shops and dealerships to manage repair operations, customer communication, payments, and workflow automation.

Enterprise SoftwareFintechMobility & TransportationSaaS

Josh Weis(Chief Executive Officer & Board Member)in

Wealthenhancementwealthenhancement.comin𝕏

Wealth Enhancement is a registered investment advisor (RIA) that provides team-based financial planning, investment management, and wealth management services to clients through a collaborative "Roundtable" approach.

Enterprise SoftwareFintechMinneapolis, US

Mick Streff, AAMS CRPCin

Co-investorsTA Associates

Wren Sterlingwrensterling.comin𝕏

Wren Sterling is an independent financial advisory business that recommends discretionary fund managers (DFMs) to manage client investments based on individual needs and risk profiles.

Fintech

Co-investorsPalatine

Ygreneworksygreneworks.comin

Ygrene provides financing for residential home improvement projects such as energy-efficiency and resiliency upgrades, using a qualification process that does not require a minimum credit score.

CleantechEnergyFintech

Portfolio news

latest coverage across their companies

Fund performance · per public LP disclosures · 4

as of Jun 2025
FundVintageCommittedNet IRRTVPIDPI
Lightyear Fund VI, L.PLPs: Los Angeles County Employees Retirement Association, New Mexico Educational Retirement Board20240.0%0.00x0.00x
Lightyear Fund V, L.P.LPs: Los Angeles County Employees Retirement Association, New Mexico Educational Retirement Board202115.9%1.49x0.26x
Lightyear Fund IV, L.P.LPs: Los Angeles County Employees Retirement Association, New Mexico Educational Retirement Board201619.0%2.10x1.49x
Lightyear Fund III, L.P.LPs: Los Angeles County Employees Retirement Association, New Mexico Educational Retirement Board, Nebraska Investment Council201123.4%2.24x2.22x

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 Lightyear made?
Lightyear has 41 tracked investments.
What stage does Lightyear invest at?
Lightyear invests at the Growth stage.
What sectors does Lightyear focus on?
Lightyear focuses on Enterprise Software, Fintech, Healthtech, InsurTech.
Where is Lightyear located?
Lightyear is headquartered in New York, US.
Does Lightyear lead rounds?
Yes, Lightyear leads investment rounds.
Who does Lightyear co-invest with?
Lightyear most often shares deals with Genstar, W Capital Partners, Bessemer Venture Partners, among 14 tracked co-investors.

Images

Lightyear photo

Similar investors

Featured in lists