Lightyear — Full Portfolio

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

ConsumerFintechLawrenceville, US

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

JDJeremy Dubow(CEO)inJDJeremy Dubowcpa, mst(Chief Executive Officer)

Alegeus provides a benefit account and payment platform for administrators and partners managing consumer-directed healthcare accounts such as HSAs, FSAs, HRAs, COBRA, commuter, and supplemental benefits programs.

FintechHealthtechSaaS

Co-investorsVIVista Equity Partners

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

Enterprise SoftwareFintech

SHScott Hanson(Co-founder)inPMPat McClain(Co-founder)in

Co-investorsPAParthenon

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

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

MKMike Knoop(Chief Executive Officer)inJFJoe Fuller(Chief Financial Officer)inPJPenny Jurss(Chief Strategy Officer)inJKJeff Klein(Chief Information Officer)inRSRon Silvia(Chief Revenue Officer)inHMHeidi Mueller(EVP, Account Executives & Partnerships)in

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

FintechInsurTech

AMPLIFiCAM is a mobile-first platform that enables fans at live events to capture and share moments while providing venues, teams, and sponsors with engagement tools and audience insights.

AI & Machine LearningGamingIoTMarketing TechMedia & EntertainmentSports TechToronto, CA

Co-investorsTETechstars

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

JFJessica Farrell(Partner)inKMKurt Miscinski(CEO & President)in

Co-investorsCECerity Partners VenturesCOColorcon VenturesGEGenstarW W Capital PartnersWAWarburg PincusWEWest Coast Financial

Cetera is a financial services organization that supports employee charitable giving by offering paid volunteer time off and contributing to youth-focused causes.

FintechDenver, US

Greg Olson(Executive Officer)inEFErinn Ford(Executive Officer)inSSStan Smiley(Executive Officer)BBBernie Breton(Executive Officer)inLGLisa Gok(Executive Officer)inLRLarry Roth(Executive Officer)in

Co-investorsGEGenstarGEGenstar Capital

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

EdTechFintechSaaS

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

Co-investorsLLLLR

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

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

AdTechInsurTechMarketing Tech

Co-investorsBEBessemer Venture PartnersFOFounder Collective

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

HealthPlanOne helps consumers learn about and shop for Medicare health insurance plans, aiming to make the process more transparent and easier to understand.

HealthtechInsurTechMarketplacesTrumbull, US

Christopher Miller(Chief Financial Officer of HealthPlan One Holdings, Inc.)inDHDavid Henderson(Executive Officer)inWilliam Stapleton(Executive Officer, Director)

BoardKevin Hill(Director of HealthPlan One Holdings, Inc.)Theodore Lundberg(Director of HealthPlan One Holdings, Inc.)Michal Petrzela(Director of HealthPlan One Holdings, Inc.)

Co-investorsESEscalate Capital Partners

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

HealthtechInsurTech

Co-investorsGRGreycroft

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.

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

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

AgTechInsurTech

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 W Capital Partners

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)DMDanielle Melton(Medical Director)

Co-investorsCOCouncilOMOMERS Private Equity Inc.

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

FintechSector Agnostic

Daniel Platt(Founder & Chief Executive Officer)

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

ConsumerFintechMobility & TransportationSaaS

JCJonny Combe(President and CEO)inNHNick Hamill(Chief Financial Officer)inACAnthony Cashel(Chief Operating Officer)inKSKristina Svab(Vice President - HR)inBSBob Shepard(Chief Product Officer)in

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

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

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

Enterprise SoftwareFintechLegalTechSaaS

KCKelley Castell(Chief Executive Officer)inAPAaron Pelz(Chief Financial Officer)inTSTim Schneible(Chief Operating Officer)inBPBrendan Peregrine(Chief Sales Officer)inKaren Dixon(Chief Marketing Officer)inFBFinesse Blumenthal(Chief People Officer)in

Co-investorsFTFTV Capital

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

CybersecurityEnterprise SoftwareLegalTech

CSChris Schellman(Founder)inADAvani D.in

Co-investorsANAntares CapitalGOGoldman Sachs

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

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

ARAndrew Robinson(CEO)in

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-investorsOAOak HC/FT

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

JWJosh Weis(Chief Executive Officer & Board Member)in

Co-investorsHAHarbourVest Partners (Canada)

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-investorsTATA Associates

WorkStep (WorkHound) is an AI-powered employee engagement platform for frontline and distributed workforces, offering surveys, AI-generated responses to feedback, targeted communications, and predictive insights.

AI & Machine LearningHR TechSaaSChattanooga, US

MFMax Farrell(CEO)inAndrew Kirpalani(Executive Officer, Director)Elizabeth Engel(Director)

Co-investorsDIDivide by ZeroDYDynamo VenturesGRGrand VenturesLELevel EquityLILifeSci Venture PartnersSPSpringTime Ventures+2 more

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-investorsPAPalatine

Ygrene provides financing for home improvement projects, qualifying homeowners without a minimum credit score requirement and using a soft credit pull that does not affect the applicant's credit rating.

FintechPropTech

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