Bregal Sagemount
23 Jul 2026
ATOZ Services
Industry: Financial Services & Technology
Year invested: 2026
Status: Current
Location: Luxembourg
Investment Strategy: Flagship
ATOZ Services is an independent Luxembourg-based fund services platform.
Founded in 2018 as part of the ATOZ Group, ATOZ Services provides fund-linked special purpose vehicle (“SPV”) services, fund administration, and fund governance, risk and compliance services. The Company has built long-standing relationships with leading alternative investment managers through deep technical expertise, senior-level accessibility and an understanding of complex regulatory requirements.
800+
private equity, private credit and real estate clients served
ATOZ Services has continued to broaden its capabilities as clients seek more integrated support across the fund lifecycle. In addition to its original core in fund-linked SPVs, the Company expanded its regulated fund administration capabilities, established a client-facing presence in the United Kingdom and strengthened its Fund GRC offering.
"ATOZ Services has built a differentiated position in the Luxembourg fund services market, with best-in-class retention and client advocacy that come from high-quality service. We look forward to partnering with Chafai and the team to support ATOZ Services’ expansion across new markets and service lines, and to build on the strong platform they have created."
Gene Yoon
Managing Parter - Sagemount
"We at Sagemount are thrilled to support Chafai and the broader senior team’s ambitions of scaling into a global leader in the category, underpinned by continued superior client service and bolstered AI investment. We look forward to leveraging our platform’s resources to achieve those ambitions together as partners."
Gurmaan Bhatia
Principal - Sagemount
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