New York Life Investment Management

New York Life Investment Management (NYLIM), established in 2000, is a prominent U.S.-based asset management firm, ranking among the largest in the country. It offers a wide array of investment products and solutions, catering to both institutional and retail clients. NYLIM's diverse range includes mutual funds, fixed income, equities, index solutions, ETFs, infrastructure, and longevity risk management. With a unique boutique investment structure, the firm delivers tailored investment performance through its various products. NYLIM operates as a wholly-owned subsidiary of New York Life Insurance Company, providing services to investment companies, pension plans, and corporations.

Francis Harte

Senior Managing Director and CFO, Asset Management

11 past transactions

Kartesia

Venture Round in 2020
Kartesia, established in 2013, is a London-based, independent, and privately-owned firm specialising in financing small and middle-market companies across Europe. It offers long-term liquidity and credit solutions, employing a rigorous and disciplined credit analysis approach.

Vlocity

Series C in 2019
Vlocity, Inc. specializes in developing industry-specific cloud and mobile software that facilitates digital transformation for businesses. Founded in 2014 and headquartered in San Francisco, California, Vlocity focuses on enhancing sales, service, and marketing efficiency while promoting operational agility and digital adoption. Its offerings include a range of applications tailored for various sectors, such as communications, media, health, insurance, energy, utilities, and government. Key products include Omniscript, which features drag-and-drop visual designers for data integration and script configuration, along with tools for customer order management and relationship management. Additionally, Vlocity provides comprehensive solutions such as Industry Console for streamlined customer interactions and Dataraptor for data transformations and transactional support. As of June 2020, Vlocity operates as a subsidiary of Salesforce.com, further enhancing its capabilities within the cloud software landscape.

Vlocity

Series B in 2016
Vlocity, Inc. specializes in developing industry-specific cloud and mobile software that facilitates digital transformation for businesses. Founded in 2014 and headquartered in San Francisco, California, Vlocity focuses on enhancing sales, service, and marketing efficiency while promoting operational agility and digital adoption. Its offerings include a range of applications tailored for various sectors, such as communications, media, health, insurance, energy, utilities, and government. Key products include Omniscript, which features drag-and-drop visual designers for data integration and script configuration, along with tools for customer order management and relationship management. Additionally, Vlocity provides comprehensive solutions such as Industry Console for streamlined customer interactions and Dataraptor for data transformations and transactional support. As of June 2020, Vlocity operates as a subsidiary of Salesforce.com, further enhancing its capabilities within the cloud software landscape.

Digital Currency Group

Seed Round in 2015
Digital Currency Group (DCG) is a corporate venture capital firm based in Stamford, Connecticut, founded in 2015. The company focuses on building and supporting businesses within the bitcoin and blockchain sectors by providing insights, networking opportunities, and access to capital. With over 150 investments across more than 30 countries, DCG primarily targets companies involved in financial technology, web3 infrastructure, decentralized finance, and related fields. In addition to its investment activities, DCG owns and operates several key entities in the digital currency ecosystem, including CoinDesk, a leading media and events platform, Genesis Trading, a prominent bitcoin brokerage firm, and Grayscale Investments, the largest asset management firm specializing in digital currencies.

Skycure

Series A in 2015
Skycure Ltd., founded in 2012 by veterans of Israel's elite Unit 8200, specializes in enterprise mobile threat defense solutions. Headquartered in Tel Aviv, the company offers integrated solutions for platforms like AirWatch, MobileIron, Citrix, Microsoft Exchange, and Office 365. Skycure's proactive protection and predictive intelligence help organizations safeguard against malware, network threats, vulnerabilities, and active attacks across various mobile vectors. Its patented technology combines client-side device protection with server-side analysis, utilizing crowd intelligence and machine learning for real-time threat detection and remediation. As of July 2017, Skycure operates as a subsidiary of Symantec Corporation.

IndexIQ

Acquisition in 2014
IndexIQ, Inc., based in Rye Brook, New York, is an asset management firm that develops indexes and quantitative investment solutions tailored to institutional, high net worth, and retail investors. Founded in 2006, the company offers a range of products including small cap exchange-traded funds (ETFs) focusing on domestic markets in Canada and Australia, as well as factor-based fixed income ETFs. IndexIQ provides index licensing services and customized indexes, serving a diverse client base that includes ETF sponsors, mutual fund companies, asset management firms, pension funds, and family offices. The company is now part of the New York Life & MainStay Investments family.

Emaar MGF Land

Private Equity Round in 2010
Emaar MGF Land Limited is a joint venture between Emaar Properties PJSC ("Emaar") of Dubai and MGF Developments Limited ("MGF") of India. Emaar is one of the world's leading real estate companies, having developed approximately 89 million square feet of real estate across the residential, commercial and other business segments and with operations in 14 countries. MGF has established itself as one of the key players in retail real estate development in Northern India and has delivered approximately 2 million square feet of retail space. The Company commenced operations in India in February 2005 and is into real estate development with a pan-India presence and operations spanning all key segments of the Indian real estate industry, namely the residential, commercial, retail and hospitality sectors. The Company's operations encompass various aspects of real estate development, such as land identification and acquisition, project planning, designing, marketing and execution. At present, its focus is on the development of residential projects in Delhi and elsewhere in the NCR, Mohali, Hyderabad, Chennai and other key Indian cities.

Avesthagen

Venture Round in 2007
Avesthagen Limited is a Bengaluru-based life sciences company established in 1998. It specializes in integrating bioinformatics with molecular biology across various omics analyses and lead optimization to deliver preventive healthcare products and technologies. Avesthagen focuses on developing therapeutics, diagnostics, biosimilars, and functional foods, with a particular emphasis on addressing cancer, autoimmune disorders, degenerative conditions like diabetes and bone loss, and enhancing plant stress resistance. The company offers drug discovery services, gene discovery, and marker-assisted breeding to the seed industry, and provides nutrition product concept design and clinical study management. Avesthagen employs around 450 people worldwide and operates through in-house research and collaborations, aiming to pioneer the convergence of food, pharma, and population genetics for personalized healthcare.

Trianz

Venture Round in 2007
Trianz is a technology platforms and services company focused on accelerating digital transformations for Fortune 100 and emerging companies across the globe. Specializing in areas such as data and analytics, digital experiences, cloud infrastructure, and security, Trianz offers management consulting, technology engineering, and operations outsourcing services. The company employs an "IP Led Transformations" strategy, which is informed by extensive research across various industries, to address contemporary challenges such as AI-driven transformation and digital talent scarcity. With proprietary platforms like Concierto, Extrica, and Pulse, Trianz facilitates seamless cloud adoption and data analytics, enabling organizations to effectively navigate digital complexities. Clients consistently rate Trianz highly for its value delivery, reflecting the company's commitment to providing effective solutions in a rapidly evolving marketplace. As the services industry undergoes transformation, Trianz continues to grow, positioning itself as a leader in digital transformation services.

Eximsoft Technologies

Venture Round in 2007
Eximsoft Technologies provides mobile software solutions and consulting services in North America, Europe, Japan, and India. It offers SmartGini, a smart card loyalty program that enables businesses to record information on customer behavior; and Smart OS, a smart card operating system for microprocessor smart cards. The company also provides technology, product realization, software development, maintenance and application management, verification and validation, testing, migration, and support services. In addition, it executes projects in the areas of enterprise mobile applications, mobile commerce, personal information management, mobile entertainment and gaming, wireless devices system development, location based services, and content creation and delivery applications. Further, the company offers services for manufacturing, and retail and logistics sectors, such as enterprise resource planning, supply chain management, customer relationship management, BI and knowledge management solutions, e-commerce solutions, and transactional systems. Furthermore, it develops online payment systems solutions, mobile solutions, mobile enabling existing enterprise solutions, and online learning management systems. EximSoft-Trianz, India was formerly known as Eximsoft Technologies Pvt, Ltd. The company was founded in 1997 and is based in Bangalore, India with offices in Santa Clara, Tokyo, and Singapore. It has business offices in the United Kingdom, the United States, Canada, Japan, and India. As of October 7, 2004, EximSoft-Trianz, India is a subsidiary of Trianz, Inc.

Towneley Capital Management

Acquisition in 2000
Towneley Capital Management is a banking company based in Laguna Hills, specializing in investment advisory services for individuals, families, businesses, and non-profit organizations. The firm provides a range of services, including asset management, financial planning, and strategies for mutual funds and exchange-traded funds. Towneley Capital Management emphasizes tailored solutions through research-driven portfolio management, ensuring that clients receive personalized attention to meet their financial objectives.
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