Gurmaan Bhatia

Principal at Bregal Sagemount

📍 San Francisco, California, United States🔄 Updated September 2026💼 7 investments📅 8 years investing🗓 Last invested May 2025
VC🌍 United States
7
Total investments
1
Early stage
0
Mid stage
4
Late stage
8y
Years active

Portfolio

7 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
May 2025
Spark Membership is a company based out of Tampa, Florida, United States.
Board Member
2022
The #1 software partner to America’s arborists with a mobile-friendly platform that saves you time & money on manual tasks, organizes your team, and helps you impress and win customers for life.
Board Observer
2021
Ottimate (formerly Plate IQ) is the leading AP automation AI. Ottimate is AP automation AI that provides a smarter way for AP managers, approvers, controllers, and CFOs to work through the entire invoice lifecycle. With mature deep learning capabilities, Ottimate gets to know your business and AP process down to the line-item, supporting a custom approval and payment workflow. Ottimate not only eliminates over 90% of the manual accounting process but also provides insights into invoices and spend, helping finance professionals uncover opportunities for growth. This means more strategic business decisions for CFOs and a better day-to-day for the entire team. Don’t Just Automate AP. Ottimate It.
Board Observer
2021
LoanPro is a core lending software which specializes in the servicing of loans. It powers financial innovation by giving users the tech they need to bring their lending innovations to life. Built on its own API, LoanPro unites with its users existing software, while encouraging the use of powerful integrations and unifying all aspects of the loan lifecycle in a single source of truth. Our solutions specifically address the pain points we experienced when trying to use other, inadequate software. We achieve this by focusing on lending processes and communication. We provided greater transparency and data access than most leaders are accustomed to. We are a tech company at heart. For many of our Fintech clients, we are the tech in their Fintech. We seek out cutting-edge technology and implement the right solutions so our products efficiently organize and streamline lending operations in a transparent and timely manner.
Investor
Jan 2018
Were the first global platform combining SaaS with embedded payments, and tools to help businesses succeed. We offer software solutions in fast-growing ‘everyday life’ verticals: Education, Fitness & Wellbeing, Field Services and Personal Services – and a global, cloud-based payments processing platform. Xplor Technologies serves over 106,000 customers that processed over $37 billion in payments, operating across 20 markets in 2023.
Board Observer
2018
Vagaro Inc. is a leading business management platform and online marketplace that powers the needs of the beauty, fitness and wellness industries. More than 178,000 service professionals across the U.S., Canada, the U.K. and Australia use Vagaro to manage, market and grow their business. The platform runs on any device and has the ability to accept online bookings, schedule clients, run marketing campaigns and manage overall business operations. Payment processing is seamlessly integrated into the platform and engineered to support fully contactless payment methods. Consumers choose Vagaro to search for and book wellness services on any device. In 2020, more than 76 million appointments were booked through Vagaro. Headquartered in Pleasanton, CA, the office is close to the 580, 680, BART station, many great restaurants, and two fantastic downtowns. Bike into work, have a fresh cappuccino, and enjoy plenty of snacks from our fully stocked kitchen. Furthermore, you can settle in with your friendly colleagues and enjoy your workday with a collaborative team in a rapidly growing company. Come and join Team Vagaro! We are hiring. Apply for a job today. https://sales.vagaro.com/careers
Board Observer
2018
The average small to midsize nonprofit uses three to five tools to manage their donors, volunteers, and communications. At Neon One, we envision a world where organizations have simple and connected tools to help them make real, lasting change in the world. Neon One started in 2018 when four technology companies came together and decided there was an easier way for nonprofits to use technology to enable their mission – we belive that small to mid-sized nonprofits thrive when enabled with a platform designed to create magical generosity experiences. Designed to grow with you, Neon One connects nonprofits with the technology and resources that empower them to build a community of generosity.
Experience · 10 entries
All (10)
Investments (7)
Board (6)
2025
Board Member
May 2025
Spark Membership is a company based out of Tampa, Florida, United States.
2023
Principal
2023
Bregal Sagemount is a growth-focused private capital firm with over $11 billion in committed capital. The firm provides flexible capital and strategic assistance to market-leading companies in high-growth sectors across a wide variety of transaction situations. Bregal Sagemount invests $15 million to $400 million per transaction into targeted sectors including software, digital infrastructure, healthcare IT / services, business and consumer services, and financial technology / specialty finance. For more information, please visit www.sagemount.com.
2022
Board Member
2022
The #1 software partner to America’s arborists with a mobile-friendly platform that saves you time & money on manual tasks, organizes your team, and helps you impress and win customers for life.
2021
Board Observer
2021
Ottimate (formerly Plate IQ) is the leading AP automation AI. Ottimate is AP automation AI that provides a smarter way for AP managers, approvers, controllers, and CFOs to work through the entire invoice lifecycle. With mature deep learning capabilities, Ottimate gets to know your business and AP process down to the line-item, supporting a custom approval and payment workflow. Ottimate not only eliminates over 90% of the manual accounting process but also provides insights into invoices and spend, helping finance professionals uncover opportunities for growth. This means more strategic business decisions for CFOs and a better day-to-day for the entire team. Don’t Just Automate AP. Ottimate It.
Board Observer
2021
LoanPro is a core lending software which specializes in the servicing of loans. It powers financial innovation by giving users the tech they need to bring their lending innovations to life. Built on its own API, LoanPro unites with its users existing software, while encouraging the use of powerful integrations and unifying all aspects of the loan lifecycle in a single source of truth. Our solutions specifically address the pain points we experienced when trying to use other, inadequate software. We achieve this by focusing on lending processes and communication. We provided greater transparency and data access than most leaders are accustomed to. We are a tech company at heart. For many of our Fintech clients, we are the tech in their Fintech. We seek out cutting-edge technology and implement the right solutions so our products efficiently organize and streamline lending operations in a transparent and timely manner.
Show all 10 entries ↓
Investment activity
2018–2025 · 7 investments
20183202122022120251
Recent (last 2 years)Earlier