Carrick Capital Partners

Carrick Capital Partners, established in 2011 and headquartered in San Francisco with an additional office in Newport Beach, is a private equity firm specializing in investments in software, SaaS, and tech-enabled companies. The firm provides capital and operational expertise tailored to support entrepreneurs and their businesses, focusing on companies with revenues ranging from $10 million to $100 million. Carrick invests across the United States, targeting sectors such as healthcare technology, business services, and technology-enabled services.

Phil Bussey

Senior Vice President and Chief ESG Officer

Cameron Coane

Associate

Rob Delaney

Managing Director and Partner

Michael Eginton

Associate

Tashi Lama

Investor

Marc McMorris

Co-Founder, CEO and Chairman of Investment Committee

Matt Mellen

Vice President

Suzanne Passalacqua JD

Managing Director and CFO

Manasi Patwa

Associate

Tyler Pensa

Vice President

Mitchell Slodowitz

CFO and Managing Director

Aaron Symanski

Senior Vice President and CTO

Dhruv Thakkar

Analyst

Stephen Unterberger

Managing Director

Christopher Wenner

Managing Director

Ivan Whittey

Director

33 past transactions

Passbolt

Series A in 2025
Passbolt SA is a Luxembourg-based company that develops an open-source password manager tailored for Agile and DevOps teams. Its software enhances information security for small and medium organizations by centralizing password management, which helps prevent the reuse of passwords across systems and promotes stronger, more secure credentials. Passbolt's platform supports collaboration among team members, allowing them to store and share credentials securely. The software is designed to be interoperable with an Open API and can be deployed either in the cloud or on-premises, ensuring maximum data ownership and compliance with security standards such as PGP.

OnPay

Series B in 2025
OnPay, Inc. is a software company based in Atlanta, Georgia, that specializes in providing online payroll solutions tailored for small businesses in the United States. Founded in 2015, OnPay offers a user-friendly cloud-based platform that combines essential payroll functionalities typically available to larger companies with an accessible interface. Its services include unlimited pay runs, direct deposit, payroll tax payments and filings, as well as W-2 and 1099 processing. Additionally, OnPay assists users with federal and state tax compliance and offers features such as employee self-onboarding and optional pay-as-you-owe workers' compensation solutions. The company aims to simplify payroll management for small and medium-sized businesses while delivering reliable support from a team of experts.

DailyPay

Venture Round in 2024
DailyPay is a worktech company based in New York City that specializes in providing earned wage access solutions. Through its award-winning technology platform, DailyPay helps top employers enhance their relationships with employees by offering a voluntary benefit that allows workers to access their earnings on demand. This service aims to motivate employees to work harder and stay longer with their employers while supporting their financial well-being outside of the workplace. The company's digital wallet system enables employees to send their money directly to any bank account or use it to purchase goods and services, thereby promoting financial wellness across various sectors.

LegalSifter

Venture Round in 2023
LegalSifter, Inc. is a Pittsburgh-based company that specializes in artificial intelligence solutions for contract document reviews. Founded in 2013, it offers two primary Software-as-a-Service products: LegalSifter, which assists in reviewing legal documents, and ContractSifter, which focuses on contract extraction. The company leverages natural language processing and machine learning to transform unstructured data into actionable insights, thereby simplifying the management of legal obligations. LegalSifter serves a diverse clientele, including in-house counsel teams, legal operations teams, law firms, executives, and supply chain industries. Its platform combines artificial intelligence with human expertise to provide advice on contracts, helping users to mitigate risks and organize documents effectively and affordably.

Bishop Fox

Series B in 2022
Bishop Fox, LLC is a cybersecurity consulting firm established in 2005 and headquartered in Tempe, Arizona. The company specializes in offensive security solutions, offering a range of services designed to protect organizations from cyber threats. Its offerings include continuous penetration testing, red teaming, attack surface management, and comprehensive assessments for products, cloud infrastructure, and applications. By adopting a proactive approach to security, Bishop Fox aims to identify and mitigate vulnerabilities before they can be exploited, thereby enhancing the overall security posture of its clients. The firm is recognized for its commitment to contributing to the information security community and for tailoring its services to meet the specific needs of businesses in an increasingly complex digital landscape.

DailyPay

Series D in 2021
DailyPay is a worktech company based in New York City that specializes in providing earned wage access solutions. Through its award-winning technology platform, DailyPay helps top employers enhance their relationships with employees by offering a voluntary benefit that allows workers to access their earnings on demand. This service aims to motivate employees to work harder and stay longer with their employers while supporting their financial well-being outside of the workplace. The company's digital wallet system enables employees to send their money directly to any bank account or use it to purchase goods and services, thereby promoting financial wellness across various sectors.

Renalogic

Venture Round in 2021
Renalogic is a provider of dialysis cost containment and renal risk management services tailored for self-funded employers and health plans. Founded in 2002, the company focuses on Chronic Kidney Disease Management to help clients avoid unnecessary dialysis expenses, thereby enhancing both financial performance and employee health outcomes. Renalogic offers a range of services, including dialysis cost control, data analysis, risk prediction, and programs aimed at preventing kidney disease and avoiding the need for dialysis. By pioneering innovative approaches in this sector, Renalogic assists employers in managing their healthcare costs effectively while promoting better health for their workforce.

Factor

Acquisition in 2020
It brings the legal skill, market know-how and experience of Traditional Law with the process efficiency, technology and data orientation.

Flatiron School

Acquisition in 2020
Flatiron School is an educational institution that specializes in training individuals in web application development and other in-demand tech skills such as software engineering, data science, and cybersecurity. Their curriculum covers best practices in Ruby, Rails, JavaScript, Object-Oriented Design, Git, SQL, and Test-Driven Development. The learning environment emphasizes pair programming, project-based discovery, and teamwork. Students complete a 12-week program involving at least 500 hours of hands-on, intensive coding experience, solving real problems and working on actual projects.

Infrascale

Series B in 2019
Infrascale Inc. is a cloud software company specializing in data protection and management solutions designed for high-volume cloud storage. Founded in 2001 and based in El Segundo, California, with additional offices in various locations including Salt Lake City and Chennai, Infrascale offers a range of products that enable businesses to securely back up and manage their critical data. Its offerings include SOS Business for cloud backup and archiving, EndGuard for centralized cloud-based backup for corporate devices, and Infrascale FileLocker for enterprise file sharing and collaboration. The company also provides Disaster Recovery-as-a-Service, ransomware mitigation, and data security solutions that function across public, private, and hybrid cloud environments. Infrascale serves various industries, including finance, healthcare, education, and government, equipping its clients with reliable and efficient data protection methods to minimize downtime and enhance security.

Kantata

Series E in 2019
Kantata is a provider of cloud-based professional services automation software that equips businesses with the tools needed to enhance performance and collaboration. By addressing the unique needs of the professional services sector, Kantata goes beyond traditional point solutions and legacy systems, offering purpose-built technologies tailored for resource planning and management. Its software, utilized by over 2,500 organizations in more than 100 countries, delivers real-time insights and augmented intelligence analytics, enabling users to identify business challenges, optimize resource allocation, and ensure effective project delivery. Kantata's solutions empower businesses to leverage their most valuable asset—their people—ultimately enhancing client satisfaction and driving growth.

Discovery Health Partners

Venture Round in 2018
Discovery Health Partners is a company that specializes in providing payment and revenue integrity solutions to healthcare payers. The organization focuses on delivering actionable analytic insights and technology-driven services aimed at enhancing financial outcomes and member experiences. Its offerings include a variety of services such as premium restoration, coordination of benefits, data mining, subrogation, and clinical audits. By leveraging these services, Discovery Health Partners assists healthcare payers in improving payment integrity, optimizing revenue, and maximizing operational efficiencies within government programs.

Exiger

Series A in 2018
Exiger LLC is a governance, risk, and compliance (GRC) firm founded in 2013 and headquartered in New York, New York. The company specializes in providing technology-enabled risk and compliance services to heavily regulated industries, including financial institutions, defense contractors, critical infrastructure organizations, and government agencies. Exiger's offerings encompass a wide range of services, such as compliance program design, risk assessments, investigations involving anti-money laundering and fraud, and government compliance support. Additionally, the firm provides due diligence services for mergers and acquisitions, initial public offerings, and immigration matters. Exiger also designs and implements data-driven software solutions to enhance its service delivery, helping clients to effectively manage compliance challenges and mitigate risks.

Saviynt

Series A in 2018
Saviynt Inc. is a provider of identity governance and administration solutions, as well as cloud security services, aimed at helping enterprises secure their applications, data, and infrastructure across both cloud and on-premise environments. Founded in 2015 and headquartered in El Segundo, California, with additional offices in Atlanta, Sydney, Reading, and Bengaluru, the company offers a comprehensive platform that integrates data access policies, access controls, and usage analytics. Its solutions support a wide range of critical applications, including Workday, Office 365, Salesforce, SAP, and Oracle EBS. Saviynt's platform features advanced capabilities such as role management, risk-based access requests, and certification processes, enabling organizations to effectively address security and compliance challenges while scaling their cloud initiatives.

Accolade

Series F in 2018
Accolade, Inc. is a technology-driven company that provides personalized health and benefits solutions designed to enhance the healthcare experience for employees and their families in the United States. Founded in 2007 and headquartered in Plymouth Meeting, Pennsylvania, Accolade offers a comprehensive platform that combines cloud-based technology with support from a team of health assistants and clinicians, including nurses and behavioral health specialists. The company's services help employers navigate the complexities of the healthcare system and workplace benefits, ultimately aiming to improve health outcomes and reduce costs. By focusing on healthcare process improvement and employee engagement, Accolade delivers tailored advocacy to meet the specific needs of its clients.

Duke University

Venture Round in 2017
Duke University is a private research university located in Durham, North Carolina. With approximately 15,000 students and a renowned faculty, Duke is dedicated to pushing the boundaries of knowledge and making a positive impact on society. The university's Office of News and Communications, along with Duke Web Services, played a key role in developing the university's web presence, collaborating with Viget Labs to create a cohesive design. Duke offers free tools to help members of the community align their websites with the university's branding, including messaging and style guidelines, color palettes, typefaces, web templates, and information on using the "Duke brand bar." For further details, individuals can refer to the online style guide or reach out to Duke Web Services for assistance.

Infinia ML

Venture Round in 2017
Infinia ML, Inc. specializes in advanced machine learning solutions that empower organizations to enhance decision-making and automate complex business processes. The company focuses on developing transformative automation applications and an intelligent document processing (IDP) platform that utilizes sophisticated algorithms to extract key information, classify content, and streamline document searches. By unlocking valuable insights from documents, Infinia ML enables businesses to automate high-cognitive-load tasks and improve employee efficiency. Through its innovative approach, the company redefines the potential of human capabilities, helping clients leverage the latest advancements in machine learning to drive smarter business outcomes.

Brightspot

Venture Round in 2017
At Brightspot we believe technology should enable content-focused teams to work smarter, faster, and more seamlessly to move businesses forward. With decades of collective experience in publishing and media, we’ve built a powerful Content Business Platform and world-class Delivery Team to help companies transform their business content and digital experiences by creating enterprise applications at scale with astonishing speed.

Perfect Sense Digital

Venture Round in 2017
Perfect Sense, Inc. is a web design, development, and operations company based in Reston, Virginia, with an additional office in Atlanta. Founded in 2007, it specializes in the consumer publishing sector by providing digital products that include websites, mobile applications, and publishing tools. The company also offers online revenue programs aimed at enhancing audience engagement, brand awareness, and profitability for its partners. Its enterprise platform, Brightspot, focuses on digital application development and encompasses services such as content strategy, user experience design, multi-platform software development, search engine optimization, and hosting.

InstaMed

Venture Round in 2016
InstaMed Communications, LLC, founded in 2004 and headquartered in Philadelphia, Pennsylvania, operates a healthcare payments network that connects providers, payers, and consumers through a unified cloud-based platform. The company offers several products, including InstaMed Online for Providers and InstaMed Online for Payers, both of which facilitate secure management of healthcare payment transactions with role-based security. Additionally, InstaMed Connect integrates healthcare payments into existing IT applications via APIs. By streamlining electronic transactions and consolidating payment processes, InstaMed aims to reduce the risks and complexities associated with multiple payment vendors, ultimately enhancing consumer satisfaction and enabling providers to collect payments more efficiently. As of 2019, InstaMed operates as a subsidiary of JPMorgan Chase Bank, National Association.

Accolade

Series E in 2016
Accolade, Inc. is a technology-driven company that provides personalized health and benefits solutions designed to enhance the healthcare experience for employees and their families in the United States. Founded in 2007 and headquartered in Plymouth Meeting, Pennsylvania, Accolade offers a comprehensive platform that combines cloud-based technology with support from a team of health assistants and clinicians, including nurses and behavioral health specialists. The company's services help employers navigate the complexities of the healthcare system and workplace benefits, ultimately aiming to improve health outcomes and reduce costs. By focusing on healthcare process improvement and employee engagement, Accolade delivers tailored advocacy to meet the specific needs of its clients.

Bay Dynamics

Series B in 2016
Bay Dynamics, Inc. is a provider of automated cyber security and risk solutions tailored for enterprises. Founded in 2001 and headquartered in San Francisco, California, the company specializes in its flagship platform, Risk Fabric, which offers cyber risk analytics by analyzing security-related data within organizations. This platform communicates risk insights effectively to various stakeholders, including executives and security professionals, ensuring a unified understanding of security and risk across the organization. Bay Dynamics focuses on identifying, prioritizing, and mitigating critical cyber risks by leveraging its technology to provide actionable intelligence and data visualization. The company serves prominent clients among the Fortune 50, offering solutions that address insider threats, operational visibility, and executive communication. By quantifying the financial impact of cyber risks based on real-time conditions, Bay Dynamics enables enterprises to make informed decisions to safeguard their sensitive information assets.

LaunchPoint

Venture Round in 2015
LaunchPoint Ventures LLC, established in 2000 and headquartered in Itasca, Illinois, specializes in providing cloud-based solutions, software, and services tailored to the U.S. healthcare industry. The company offers a range of payment and revenue integrity solutions for healthcare payers, along with healthcare information and analytics consulting services. Its key offerings include coordination of benefits, eligibility, and Medicare Secondary Payer (MSP) validation solutions, as well as payment integrity consulting services. LaunchPoint serves a diverse client base comprising commercial health plans, government health plans, self-insured employer groups, and third-party administrators. The company's two divisions, Ajilitee and Discovery Health Partners, cater specifically to the healthcare market, providing advisory, build and run services, and intelligent cost containment solutions. Led by an experienced team with a proven track record in building successful information-centric businesses, LaunchPoint aims to help its clients leverage data to enhance profitability and competitiveness.

Complia Health

Funding Round in 2015
Complia Health is a provider of technology and expertise tailored for the long-term and post-acute care sectors, including home health, residential, community care, and hospice organizations. The company develops a platform that offers customized online education solutions, designed to support the operational, clinical, and financial needs of care agencies. By partnering with leading universities, Complia Health enhances the capabilities of these organizations, ensuring they have access to comprehensive resources that improve service delivery and operational efficiency.

Saama

Series A in 2015
Saama Technologies, Inc. is a data science solutions and services company that specializes in advanced analytics and data management primarily for the life sciences sector. Established in 1997 and headquartered in Campbell, California, Saama offers a suite of solutions, including the Life Science Analytics Cloud (LSAC), which supports biotech companies in conducting efficient clinical development and regulatory programs. The LSAC platform is utilized by over 50 biotech firms and major pharmaceutical companies to enhance the oversight of clinical research data, facilitating quicker New Drug Applications (NDAs) and faster market entry for new drugs. Additionally, Saama provides custom analytical solutions, operations analytics, and social governance risk compliance analytics. With a global presence, including locations in the United States, India, the United Kingdom, and Switzerland, the company serves a diverse range of industries, including healthcare, insurance, and technology. Saama has established strategic partnerships with leading organizations to enhance its analytics capabilities and remains committed to advancing data-driven decision-making in the life sciences.

Seven Lakes Technologies

Series A in 2015
Seven Lakes Technologies, Inc. is an enterprise software company that develops innovative solutions specifically for the oil and gas industry. Headquartered in Westlake Village, California, with additional offices in Houston, Bakersfield, Los Angeles, and Bengaluru, the company offers a range of products designed to enhance operational efficiency and optimize production. Notable offerings include Joyn FDG, an AI-driven production software that reduces lease operating expenses, and Joyn Analytics, which provides actionable insights into production, operating expenditures, and capital expenditures. Additionally, Seven Lakes provides tools like Rig Scheduler for monitoring drilling programs and Well Lifecycle Manager for collaboration on well delivery processes. Since its founding in 2009, the company has focused on delivering data visualization and analytics solutions to empower upstream operators and improve overall business performance in the oilfield.

Kantata

Series C in 2015
Kantata is a provider of cloud-based professional services automation software that equips businesses with the tools needed to enhance performance and collaboration. By addressing the unique needs of the professional services sector, Kantata goes beyond traditional point solutions and legacy systems, offering purpose-built technologies tailored for resource planning and management. Its software, utilized by over 2,500 organizations in more than 100 countries, delivers real-time insights and augmented intelligence analytics, enabling users to identify business challenges, optimize resource allocation, and ensure effective project delivery. Kantata's solutions empower businesses to leverage their most valuable asset—their people—ultimately enhancing client satisfaction and driving growth.

Everspring

Series A in 2014
Everspring, Inc. is a company that specializes in providing technology and services for customized online education solutions. Founded in 2011 and based in Evanston, Illinois, Everspring partners with universities to design and deliver educational programs across various disciplines. Its offerings include academic operations, enrollment management, faculty engagement, learning design, marketing, student support, and data analytics. The company also focuses on technology integration and support, enabling institutions to develop and expand online, on-campus, and hybrid educational programs. Through its comprehensive platform, Everspring aims to enhance the educational experience for students and facilitate effective learning environments.

Infrascale

Series B in 2014
Infrascale Inc. is a cloud software company specializing in data protection and management solutions designed for high-volume cloud storage. Founded in 2001 and based in El Segundo, California, with additional offices in various locations including Salt Lake City and Chennai, Infrascale offers a range of products that enable businesses to securely back up and manage their critical data. Its offerings include SOS Business for cloud backup and archiving, EndGuard for centralized cloud-based backup for corporate devices, and Infrascale FileLocker for enterprise file sharing and collaboration. The company also provides Disaster Recovery-as-a-Service, ransomware mitigation, and data security solutions that function across public, private, and hybrid cloud environments. Infrascale serves various industries, including finance, healthcare, education, and government, equipping its clients with reliable and efficient data protection methods to minimize downtime and enhance security.

Procura

Private Equity Round in 2014
Procura is the multinational post-acute software vendor of choice for home, hospice, private duty, community and aged care organizations across the United States, Canada and Australia.Our software solutions currently serve over 30,000 users at more than 2,300 customer sites, withover 229,000 employeesprovidingcare for 1.55 million individuals and managing 45,000 residential beds daily. Our customers include four of the five largest national providers of care in Canada, Kaiser Permanente and Interim HealthCare in the US, and we are one of the leading vendors of aged, disability, community and home care in Canada and Australia. Procura is headquartered in Victoria, BC and has offices in Chicago, IL, Boca Raton, FL, Sydney, NSW, Melbourne, VIC, and Brisbane, QLD.

Everspring

Venture Round in 2014
Everspring, Inc. is a company that specializes in providing technology and services for customized online education solutions. Founded in 2011 and based in Evanston, Illinois, Everspring partners with universities to design and deliver educational programs across various disciplines. Its offerings include academic operations, enrollment management, faculty engagement, learning design, marketing, student support, and data analytics. The company also focuses on technology integration and support, enabling institutions to develop and expand online, on-campus, and hybrid educational programs. Through its comprehensive platform, Everspring aims to enhance the educational experience for students and facilitate effective learning environments.

Accolade

Series C in 2013
Accolade, Inc. is a technology-driven company that provides personalized health and benefits solutions designed to enhance the healthcare experience for employees and their families in the United States. Founded in 2007 and headquartered in Plymouth Meeting, Pennsylvania, Accolade offers a comprehensive platform that combines cloud-based technology with support from a team of health assistants and clinicians, including nurses and behavioral health specialists. The company's services help employers navigate the complexities of the healthcare system and workplace benefits, ultimately aiming to improve health outcomes and reduce costs. By focusing on healthcare process improvement and employee engagement, Accolade delivers tailored advocacy to meet the specific needs of its clients.

Axiom Global

Venture Round in 2013
Axiom Global is a prominent alternative legal services firm based in New York City, specializing in tech-enabled legal, contracts, and compliance solutions for large enterprises. With a workforce of over 2,000 professionals, including lawyers, process engineers, and technologists, Axiom serves a diverse clientele, which includes more than half of the Fortune 100 companies. The firm offers a range of services encompassing project management, contract analytics, corporate transactions, diligence, talent partnerships, and general commercial agreements. Axiom's expertise spans various industries, including financial services, technology, energy, and life sciences, enabling it to deliver innovative solutions that significantly reduce risk, cost, and cycle time for its clients.
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