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NEST EGG
Nest Egg fuses cutting-edge technology with traditional human elements to deliver a turn-key investment platform to financial institutions of any size.
Overview
Nest Egg fuses cutting-edge technology with traditional human elements to deliver a turn-key investment platform to financial institutions of any size. Whether you’re looking to start a new financial services program or convert an existing one, Nest Egg can provide your customers an industry-leading experience. Investment Advisory Services are offered through Nest Investments LLC, a Registered Investment Adviser. Securities are offered through Nest Investments BD LLC, an SEC-registered broker-dealer and member of FINRA/SIPC. Insurance is offered through Nest Insurance LLC, DBA Nest Insurance Agency LLC, a wholly-owned subsidiary of Nest Egg.
General information
Firm type
Asset Manager
Year founded
2016
Location
Region
North America
Country
United States
City
Conshohocken
Corporate office
New York, NY, United States
Principals
Tarak Bhatt
Founder & Managing Partner
Sector focus
Frequently asked questions
Who makes investment decisions at NEST EGG?
Founder and Managing Partner Tarak Bhatt is the central decision-maker. Bhatt's background includes engineering and product roles at Palantir, Goldman Sachs, and IBM, and the firm's investment process reflects his quantitative orientation. The team is lean, with Bhatt acting as the primary GP, which keeps diligence and decision velocity high — a deliberate design choice for pre-seed investing.
What does NEST EGG's investment pace look like?
NEST EGG has backed over 100 companies since 2016, implying a pace of roughly 12–20 investments per year. The firm writes first checks at pre-seed and seed, and Bhatt has publicly described the model as treating venture as an actuarial portfolio-construction problem — writing many small initial checks and doubling down selectively on winners.
How does NEST EGG source deals?
Deal flow is predominantly founder-driven and network-based, anchored in Tarak Bhatt's technical operator background. Bhatt's tenure at Palantir and Goldman Sachs, combined with a decade of active pre-seed investing, has built a referral pipeline through repeat founders, engineering leaders, and technical angels. The firm does not operate a content-marketing or scout program — sourcing is distinctly high-touch and selective.
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