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Bregal Sagemount

New York, NYBREGAL-SAGEMOUNT
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Dossier Summary

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Classification
Slugbregal-sagemount
HQNew York, NY
Stage FocusGrowth stage (Series B/C) B2B software and tech-enabled s…
Intel StatusAccepting submissions
🔥 BERNIE'S HOT TAKE

Bregal Sagemount is the grown-up in the room for later-stage B2B companies that need serious capital and operational expertise. They write big checks ($20-100M+) and actually know how to scale enterprise software businesses, which separates them from the flashier early-stage funds. The downside? They're not going to hold your hand or get excited about your vision deck - they want to see real revenue, real customers, and a clear path to much bigger revenue. Partners are operationally savvy but can be pretty demanding on metrics and milestones. If you're a founder who wants strategic guidance more than just capital, they deliver.

KEY TAKEAWAYS
  • Best for: B2B software companies with $10M+ revenue needing growth capital
  • Watch out for: High performance expectations and detailed milestone tracking
  • Known for: Operational expertise and large check sizes in growth stage deals
Investment Thesis

Bregal Sagemount focuses on growth equity investments in founder-led B2B software and tech-enabled services companies. They target businesses with $10M+ revenue that need capital to scale operations, expand geographically, or accelerate product development.

Stage & Sector Focus

Growth stage (Series B/C) B2B software and tech-enabled services, typically $10-50M revenue companies. Heavy focus on SaaS, fintech, healthcare tech, and vertical software solutions.

Notable Portfolio
Ping IdentityRecorded FutureGenesysApttusRetailMeNotDealertrackSailPointMedidata Solutions
Key Partners
Neeraj Agrawal
General Partner

Former Battery Ventures partner with deep enterprise software experience. Known for leading large growth rounds and has a reputation for being hands-on with portfolio company operations.

David Huang
General Partner

Ex-Goldman Sachs tech investment banker who moved into growth equity. Focuses on fintech and financial services software deals, brings strong financial modeling expertise.

Jeremy Kaufman
General Partner

Former operator turned investor, previously held leadership roles at several enterprise software companies. Founders appreciate his operational background and product insight.

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