Participated · Series A · Jul 2021

Assured Allies is an insurtech focused on retirement savings and long-term care solutions that combines machine learning, predictive analytics, science-of-aging and human support. The company was founded in 2018 by Roee Nahir and Dr. Afik Gal and launched its first product, AgeAssured, in 2020 to partner with long-term care insurers and support aging-at-home. AgeAssured has been shown to reduce the cost of long-term insurance claims by roughly 20%. In 2022 Assured Allies introduced NeverStop, which uses artificial intelligence and science to create and underwrite retirement products. The business saw 300% growth in the number of members using its platform and secured partnerships with several leading long-term care insurance carriers over the prior year. Financially, it closed a $42.5M Series B and has now raised $65M in total capital. Management intends to deploy the new capital into further product growth and expansion of its carrier and partner network. Assured Allies develops technology and services to predict and shift the aging trajectory using a patent-pending method and a proprietary aging score. The company offers the Age Assured program and aims to combine wellness with financial products to make longevity financially sustainable. It provides evidence-based interventions to reduce the risk of age-related decline and help people get the most out of life. Assured Allies was founded in 2018 and is based in Boston, MA and Tel Aviv, Israel. The founding team includes CEO Roee Nahir and Chief Product Officer Afik Gal, MD. The company plans to continue developing new aging innovations and to accelerate delivery of its Age Assured program.

Led · Preferred · Jan 2021

Nassau Financial Group offers fixed annuities and asset management through its insurance subsidiaries. The company plans to use fresh capital to support organic growth and acquisitions and to further strengthen its balance sheet. As part of a strategic partnership, Golub Capital will provide access to middle-market direct lending strategies via a long-term investment management agreement for Nassau’s insurance subsidiaries. Nassau has prior minority investments from Fortress Investment Group (2023) and from Wilton Reassurance Company and Stone Point Credit (2021); Golden Gate Capital provided initial and subsequent growth capital and remains the majority controlling equity holder. The partnership with Golub is intended to expand Nassau’s balance-sheet investment capabilities and support continued growth. The transaction is expected to close in the second half of 2024 and is subject to customary closing conditions, including regulatory approvals. Nassau Financial Group is a diversified life insurance and asset management company operating across insurance, reinsurance, distribution and asset management segments. Founded in 2015 and based in Hartford, Conn., the company reported combined assets of $26.9 billion, capital of $1.1 billion and annual sales of approximately $600 million. Nassau has grown through acquisitions — including Foresters Life Insurance and Annuity Company — and expanded third‑party AUM to approximately $4 billion while establishing a U.K.-based investment management business. Over the last year it increased fixed annuity sales by 13% (while the industry declined about 15%), built direct-to-consumer and mobile annuity applications, and expanded its Nassau Re/Imagine insurtech incubator. The company intends to use new capital to execute organic growth plans across its insurance and asset management businesses and to support strategic acquisitions. Golden Gate Capital remains the majority controlling shareholder after providing the company’s initial and subsequent growth capital.