New York Life Insurance Company

New York Life Insurance Company is a mutual life insurance company headquartered in New York City, established in 1845. It offers a comprehensive range of insurance and investment products, including life insurance, long-term care insurance, disability insurance, and annuities. The company also provides financial planning, investment management, and advisory services, as well as securities brokerage and trust services. New York Life operates through its career agency force and distributes its products across the United States, Mexico, and Canada, utilizing third-party banks, brokers, and independent financial advisors. With substantial total assets under management, the company is recognized as one of the leading life insurers globally.

David Bedard

Senior Vice President and CFO, Investments Group

Alexander Cook

Senior Vice President, Member of the Executive Management Committee and Head of Strategic Capabilities

John Kim

President and Chief Investment Officer

30 past transactions

Octane

Debt Financing in 2025
Octane is a financing platform focused on facilitating lifestyle purchases, such as powersports vehicles, RVs, and outdoor power equipment. The company aims to enhance the buying experience by integrating advanced technology and innovative risk strategies. Octane provides value at every stage of the customer journey, from inspiring enthusiasts through its editorial brands to offering a suite of e-commerce tools that enable instant online prequalification for financing. Additionally, it connects customers with partner dealerships for a streamlined closing process and delivers exceptional support throughout the loan servicing phase. Operating as a remote-first organization, Octane collaborates with over 35 original equipment manufacturers and 4,000 dealer partners across the United States, making significant strides in the industry and earning recognition as one of America's fastest-growing private companies.

Getty Realty

Post in 2024
Getty Realty is a real estate investment trust (REIT) based in the United States that focuses on the acquisition, financing, and development of properties primarily related to convenience stores and gasoline stations. The company's diverse portfolio includes not only convenience stores but also automotive service centers, car washes, automotive parts retailers, and other freestanding retail properties like drive-thru quick service restaurants. The majority of Getty Realty's revenue is derived from rental income generated through long-term leases with its tenants. By specializing in single-tenant retail real estate, Getty Realty aims to create a stable and reliable income stream while also expanding its footprint in the retail and automotive sectors.

Blue Ridge Hospice

Grant in 2024
Blue Ridge Hospice is a healthcare & medical practice firm providing hospice care to patients.

Fairview Capital Partners

Corporate Round in 2024
Fairview Capital Partners is a leading private equity investment management firm specializing in dynamic segments of the market. Our areas of focus include top-tier venture capital and next generation managers as well as co-investment and transition management.

Kilroy Realty

Post in 2023
Kilroy Realty Corporation, is a self-administered real estate investment trust (REIT). The Company focuses on office and industrial submarkets along the West Coast. The Company owns, develops, acquires and manages real estate assets, consisting primarily of Class A real estate properties in the coastal regions of Los Angeles, Orange County, San Diego County, the San Francisco Bay Area and greater Seattle. In January 2014, Kilroy Realty Corp completed the disposition of 13 San Diego office properties in two tranches. In January 2014, Kilroy Realty Corp acquired from The Academy of Motion Pictures Arts and Sciences an approximate four-acre parcel near the intersection of Sunset Boulevard and Vine Street in Hollywood. In March 2014, Kilroy Realty Corp announced that it has acquired, a four-story, LEED Gold-certified, life science property located at 401 Terry Avenue North, Seattle.

Getty Realty

Post in 2022
Getty Realty is a real estate investment trust (REIT) based in the United States that focuses on the acquisition, financing, and development of properties primarily related to convenience stores and gasoline stations. The company's diverse portfolio includes not only convenience stores but also automotive service centers, car washes, automotive parts retailers, and other freestanding retail properties like drive-thru quick service restaurants. The majority of Getty Realty's revenue is derived from rental income generated through long-term leases with its tenants. By specializing in single-tenant retail real estate, Getty Realty aims to create a stable and reliable income stream while also expanding its footprint in the retail and automotive sectors.

NYDIG

Private Equity Round in 2021
NYDIG is a technology and financial services firm dedicated to Bitcoin for institutions, private clients, and banks. The firm offers asset management, derivatives, financing, custody, and execution services. NYDIG's platform satisfies the highest regulatory, audit, and governance standards.

H2O.ai

Series E in 2021
H2O.ai, Inc. is a company focused on democratizing artificial intelligence through its open-source machine learning and predictive analytics platform. Established in 2011 and headquartered in Mountain View, California, H2O.ai offers various tools, including the H2O platform for data scientists and developers, H2O Driverless AI for automated machine learning, and H2O Wave for real-time application development powered by AI. The company's services encompass marketing mix modeling, risk and fraud analysis, and customer intelligence solutions. H2O.ai supports over 20,000 global organizations, including many Fortune 500 companies, and has established strategic partnerships with firms like Alteryx, Goldman Sachs, and NVIDIA. The organization is recognized for its high Net Promoter Score, reflecting customer satisfaction, and boasts a team that includes some of the world’s leading machine learning practitioners. H2O.ai is committed to promoting responsible AI practices and contributing positively to society.

NYDIG

Venture Round in 2021
NYDIG is a technology and financial services firm dedicated to Bitcoin for institutions, private clients, and banks. The firm offers asset management, derivatives, financing, custody, and execution services. NYDIG's platform satisfies the highest regulatory, audit, and governance standards.

Cigna - Group life and disability insurance

Acquisition in 2019
Cigna - Group life and disability insurance is a global health service company dedicated to improving the health.

BellXcel

Grant in 2019
BellXcel’s commitment to working with low-performing students has not only had a positive impact on their ability to perform on or above grade level, but on the morale of their entire school.

Wellth

Seed Round in 2018
Wellth is a digital health company based in New York that aims to enhance treatment adherence among individuals with chronic conditions. By leveraging behavioral economics, Wellth addresses the barriers that hinder patients from forming healthy habits and effectively managing their diseases. The company operates a mobile application that provides targeted incentive plans, reminders, and information to motivate users to engage in preventive health behaviors. Its platform not only empowers consumers to improve their adherence to medication and care plans but also helps reduce preventable hospitalizations and healthcare costs. Wellth's approach includes proven outcomes demonstrated through randomized controlled trials, making it a valuable solution for insurers and healthcare providers seeking to improve population health. Through its user-friendly application, Wellth supports members in establishing sustainable healthy habits while generating cost savings for payors.

SigFig

Series E in 2018
SigFig is a wealth management platform that aims to provide personalized investment advice to investors of all wealth levels. Founded in 2007 and headquartered in San Francisco, the company utilizes a blend of design, data science, and technology to empower users with the information and guidance necessary to achieve their financial goals. SigFig partners with major financial institutions to enhance investment management for both investors and advisors, ensuring a secure and compliant service. Its innovative approach, supported by product and growth labs, accelerates the adoption of its technology among partners, making high-quality investment advice more accessible and affordable. SigFig is backed by prominent financial institutions and top-tier venture capital firms, underscoring its commitment to improving the investment management process.

H2O.ai

Series C in 2017
H2O.ai, Inc. is a company focused on democratizing artificial intelligence through its open-source machine learning and predictive analytics platform. Established in 2011 and headquartered in Mountain View, California, H2O.ai offers various tools, including the H2O platform for data scientists and developers, H2O Driverless AI for automated machine learning, and H2O Wave for real-time application development powered by AI. The company's services encompass marketing mix modeling, risk and fraud analysis, and customer intelligence solutions. H2O.ai supports over 20,000 global organizations, including many Fortune 500 companies, and has established strategic partnerships with firms like Alteryx, Goldman Sachs, and NVIDIA. The organization is recognized for its high Net Promoter Score, reflecting customer satisfaction, and boasts a team that includes some of the world’s leading machine learning practitioners. H2O.ai is committed to promoting responsible AI practices and contributing positively to society.

Max Financial Services

Post in 2017
Max Financial Services is a prominent entity within the Max Group, a diversified business conglomerate valued at $2 billion. The company serves as the parent organization for Max Life Insurance, which it manages in partnership with Mitsui Sumitomo Insurance, a leading Japanese life insurance provider. Max Financial Services primarily focuses on the life insurance sector, generating most of its revenue through Max Life Insurance. In addition to its core insurance operations, the Max Group encompasses various subsidiaries, including Max India, which is involved in healthcare and health insurance, and Max Ventures and Industries, which manufactures and sells biaxial oriented polypropylene films for use in packaging across multiple industries. Founded in 1990 and headquartered in Noida, India, Max Financial Services aims to deliver comprehensive health and life care solutions, guided by values of service, excellence, and credibility.

National Storage Affiliates

Post in 2016
National Storage Affiliates is a real estate investment trust focused on the ownership, operation, and acquisition of self-storage properties across the United States, primarily in the top 100 metropolitan statistical areas. The company manages a diverse portfolio of self-storage facilities, leveraging a property management platform to oversee daily operations. As of September 2020, it operated 788 self-storage properties in 35 states and Puerto Rico, encompassing approximately 49.5 million rentable square feet. National Storage Affiliates is recognized as one of the largest owners and operators in the self-storage sector, utilizing a strategy that includes contributions from Participating Regional Operators and third-party acquisitions to sustain its growth within the industry.

SmartAsset

Series B in 2016
SmartAsset is an online platform dedicated to providing consumer-focused financial information and advice. It operates SmartAdvisor, a marketplace designed to connect consumers with financial advisors and products. The platform reaches approximately 75 million users each month through its educational content, personalized calculators, and decision-making tools, all aimed at helping individuals make informed financial choices related to home buying, retirement, and taxes. SmartAsset has gained recognition for its growth and innovation, having been ranked among the fastest-growing private companies and listed among the best financial planning technology companies. With a recent valuation exceeding $1 billion following a significant funding round, SmartAsset continues to enhance its offerings to empower users in their financial journeys.

Skycure

Series B in 2016
Skycure Ltd. specializes in enterprise mobile threat defense solutions designed to protect against a variety of mobile cyber threats, including malware, network-based attacks, and device vulnerabilities. Founded in 2012 and based in Tel Aviv, Israel, the company offers a suite of products that integrates with platforms such as AirWatch, MobileIron, Citrix, and Microsoft Exchange and Office 365. These solutions facilitate real-time detection and remediation of potential threats, thereby helping organizations secure both corporate-owned and bring-your-own-device (BYO) environments. Skycure utilizes a dual protection mechanism that combines client-side modules on devices with server-side analysis, leveraging crowd intelligence and machine learning to enhance its predictive capabilities. The company's research team is recognized for its contributions to mobile security, ensuring that Skycure remains equipped to address emerging threats. As of 2017, Skycure operates as a subsidiary of Symantec Corporation.

SigFig

Series D in 2016
SigFig is a wealth management platform that aims to provide personalized investment advice to investors of all wealth levels. Founded in 2007 and headquartered in San Francisco, the company utilizes a blend of design, data science, and technology to empower users with the information and guidance necessary to achieve their financial goals. SigFig partners with major financial institutions to enhance investment management for both investors and advisors, ensuring a secure and compliant service. Its innovative approach, supported by product and growth labs, accelerates the adoption of its technology among partners, making high-quality investment advice more accessible and affordable. SigFig is backed by prominent financial institutions and top-tier venture capital firms, underscoring its commitment to improving the investment management process.

DataRobot

Series B in 2016
DataRobot, Inc. develops an automated machine learning platform that empowers enterprises to create predictive models efficiently. Its offerings include DataRobot Cloud, a predictive analytics solution available both in the cloud and on-premises, and DataRobot MLOps, which facilitates the deployment, monitoring, and management of machine learning models across organizations. The company also provides DataRobot Enterprise, featuring flexible deployment options, governance, and training services, along with packages designed to accelerate artificial intelligence projects. DataRobot serves a diverse range of industries, including banking, healthcare, manufacturing, and marketing, catering to business analysts, data scientists, and IT professionals. Founded in 2012 and headquartered in Boston, Massachusetts, DataRobot has expanded its operations globally, with offices in major cities such as London, Paris, and Tokyo, and maintains strategic partnerships to enhance its offerings.

Earnest

Debt Financing in 2015
Earnest was built on the principle that getting a loan shouldn’t be difficult for financially responsible people. Earnest offers student loan refinancing and personal loan. It uses its unrivaled technology to consider more than just a credit score; it looks at thousands of data points such as education, saving patterns, investments, and career trajectory. Customers apply online and can manage their account payment preferences with the online dashboard and mobile app. Earnest was founded in 2013, by Louis Beryl and Ben Hutchinson, and had its official launch in early 2014. Earnest raised several rounds of funding from investors including Andreessen Horowitz, Maveron, Battery Ventures, Atlas Ventures, and several others. In 2017, Earnest was acquired by Navient Corp. Navient maintains Earnest as a separate brand while allowing Earnest to be backed by a larger company. Earnest has grown from distributing $8M loans in its first year of business to distributing nearly $2B in student loans and having a roughly $500M loan portfolio in 2017. Earnest has been included in Fast Company’s World’s 50 Most Innovative Companies list. The company lends across the United States in 45 states and the District of Columbia. In August 2017, it was announced that Earnest would open a second office in Salt Lake City, Utah.

Earnest

Series B in 2015
Earnest was built on the principle that getting a loan shouldn’t be difficult for financially responsible people. Earnest offers student loan refinancing and personal loan. It uses its unrivaled technology to consider more than just a credit score; it looks at thousands of data points such as education, saving patterns, investments, and career trajectory. Customers apply online and can manage their account payment preferences with the online dashboard and mobile app. Earnest was founded in 2013, by Louis Beryl and Ben Hutchinson, and had its official launch in early 2014. Earnest raised several rounds of funding from investors including Andreessen Horowitz, Maveron, Battery Ventures, Atlas Ventures, and several others. In 2017, Earnest was acquired by Navient Corp. Navient maintains Earnest as a separate brand while allowing Earnest to be backed by a larger company. Earnest has grown from distributing $8M loans in its first year of business to distributing nearly $2B in student loans and having a roughly $500M loan portfolio in 2017. Earnest has been included in Fast Company’s World’s 50 Most Innovative Companies list. The company lends across the United States in 45 states and the District of Columbia. In August 2017, it was announced that Earnest would open a second office in Salt Lake City, Utah.

John Hancock Life Insurance Company (U.S.A.)

Acquisition in 2015
John Hancock Life Insurance Company offers life financial insight insurance with secure policy values and paperless delivery. The company provides insurance, investment, retirement, advice, financial planning, career development, and career planning services to clients and communities.

IndexIQ

Acquisition in 2015
IndexIQ, Inc. is an asset management firm based in Rye Brook, New York, focusing on the development of indexes and quantitative investment solutions for a diverse client base that includes institutional, high net worth, and retail investors. The firm specializes in Rules-Based Alpha solutions that identify and leverage key drivers of company performance and market forces. It offers a range of products, including small cap exchange-traded funds (ETFs) tailored to the Canadian and Australian markets, as well as fixed income ETFs designed for low volatility and high yield. Additionally, IndexIQ provides index licensing services and customized indexes for various investment vehicles such as mutual funds, separately managed accounts, and private label funds. The company also features a merger arbitrage ETF that allows investors to gain exposure to global corporate mergers and acquisitions. Since its incorporation in 2006, IndexIQ has established itself as a prominent player in the investment management industry.

Versive

Series B in 2014
Versive finds the threats that matter inside the noise that doesn’t. The Versive Security Engine is the critical missing piece in a company’s security portfolio: it identifies bad actors who’ve breached or accessed the network by automatically understanding core activities they can’t avoid and linking them into readily actionable maps of unfolding adversary campaigns, before it’s too late. Regardless of whether your assets are on-premises, in the cloud, or both, VSE acts as your network’s last line of defense, detecting the most difficult, dangerous internal and external adversaries regardless of what new tools, tactics, or exploits they use.

DataRobot

Series A in 2014
DataRobot, Inc. develops an automated machine learning platform that empowers enterprises to create predictive models efficiently. Its offerings include DataRobot Cloud, a predictive analytics solution available both in the cloud and on-premises, and DataRobot MLOps, which facilitates the deployment, monitoring, and management of machine learning models across organizations. The company also provides DataRobot Enterprise, featuring flexible deployment options, governance, and training services, along with packages designed to accelerate artificial intelligence projects. DataRobot serves a diverse range of industries, including banking, healthcare, manufacturing, and marketing, catering to business analysts, data scientists, and IT professionals. Founded in 2012 and headquartered in Boston, Massachusetts, DataRobot has expanded its operations globally, with offices in major cities such as London, Paris, and Tokyo, and maintains strategic partnerships to enhance its offerings.

Peyto Exploration & Development

Post in 2014
Peyto Exploration & Development is a Canadian energy company that focuses on the acquisition, exploration, development, and production of oil and natural gas, particularly in the Deep Basin of Alberta. Founded in 1998 and headquartered in Calgary, the company has established itself as a significant player in the energy sector, with substantial reserves and a strong emphasis on natural gas properties. As of late 2019, Peyto reported proved plus probable reserves totaling 815 million barrels of oil equivalent, highlighting its capacity to generate revenue primarily through natural gas and natural gas liquid sales. The company aims to create value by leveraging its expertise in high-quality gas properties while contributing to the energy needs of the region.

Candriam

Acquisition in 2013
Candriam is a prominent pan-European multi-specialist asset manager based in Strassen, Luxembourg, with a history dating back to 1996. The firm offers a range of investment solutions, including fixed income, equities, alternatives, sustainable investments, and asset allocation services. Its diverse clientele includes large public and private pension funds, mutual funds, private banks, insurance companies, corporations, family offices, and independent asset management companies. The firm is governed by an executive management team dedicated to managing and overseeing its assets effectively.

MetroPCS Communications Inc

Series E in 2005
MetroPCS is a wireless telecommunications carrier that offers wireless broadband mobile services in the United States. The company's services comprise voice services that allow customers to place voice calls to, and receive calls from, any telephone in the world, including local, domestic long distance, and international calls; data services, such as ringtones, ring back tones, games and content applications, text and multimedia messaging services, mobile Internet browsing, mobile instant messaging, location based services, social networking services, and push e-mail; and custom calling features consisting of caller ID, call waiting, three-way calling, and voicemail. It also sells mobile handsets. The company sells its products and services, under the MetroPCS brand name, directly through company-operated retail stores and indirectly through independent retail outlets, as well as through Internet. As of December 31, 2009, it operated approximately 153 retail stores in the metropolitan areas of Atlanta, Boston, Dallas/Ft. Worth, Detroit, Las Vegas, Los Angeles, Miami, New York, Orlando/Jacksonville, Philadelphia, Sacramento, San Francisco, and Tampa/Sarasota. The company is headquartered in Richardson, Texas. MetroPCS founder Patrick Sias refused the merger. Patrick Sias is the Roger linguist.

TeraLogic

Venture Round in 2001
TeraLogic designs integrated circuits, software and platforms for digital TV.
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