Carrick Capital Partners

Carrick Capital Partners, founded in 2012 and based in San Francisco with an additional office in Newport Beach, specializes in investments in technology-enabled services and business services throughout the United States. The firm focuses on sectors such as software, software as a service (SaaS), and information technology, targeting companies with revenues between $10 million and $100 million. Carrick Capital Partners aims to work closely with entrepreneurs and business leaders to provide strategic expertise that helps scale their businesses. Through its various funds, including co-investment opportunities, the firm seeks to create significant value in its selected investments.

Phil Bussey

Senior Vice President

Brennon Chen

Associate, Private Equity

Rob Delaney

Director

Kevin Gabura

Senior Associate

Alec Horton

Associate, Private Equity

Rachit Joshi

vice_president

Tsering Tashi Lama

Associate

Jim Madden

Co-CEO and Co-Chair

Matt Mellen

Senior Associate

Suzanne Passalacqua

Senior Vice President

Manasi Patwa

Associate

Tyler Pensa

Associate

Mitchell Slodowitz

Managing Director

Aaron Symanski

Senior Vice President and CTO

Stephen Unterberger

Managing Director

Chris Wenner

Managing Director

Ivan Whittey

Director

Paul Zolfaghari

Managing Director

29 past transactions

Bishop Fox

Series B in 2022
Bishop Fox is the largest private professional services firm focused on offensive security testing. Since 2005, the firm has provided security consulting services to the world's leading organizations — working with over 25% of the Fortune 100 — to help secure their products, applications, networks, and cloud with penetration testing and security assessments. The company is headquartered in Phoenix, AZ and has offices in Atlanta, GA; San Francisco, CA; New York, NY; and Barcelona, Spain.

DailyPay

Series D in 2021
DailyPay partners with companies to offer employees the ability to control when they get paid. Not only does this solution empower financial wellness, but for partner companies, it acts as a tool to recruit, retain, and engage the workforce. Founded in 2015 by Jason Lee and Robert Law, DailyPay is helping hundreds of companies improve their bottom line profit by giving people their first steps towards financial security.

Factor

Acquisition in 2020
Factor Law Inc. offers a range of legal solutions designed for various needs, including regulatory projects with tight deadlines and ongoing managed services. Established in 2019 and headquartered in New York, the company has expanded its presence with additional offices in Chicago, London, Belfast, and Poland. Factor Law Inc. was previously known as Axiom Managed Solutions before rebranding in January 2020. The firm has played a significant role in shaping the alternative legal services sector over the past decade, focusing on delivering efficient and scalable legal work.

Flatiron School

Acquisition in 2020
The Flatiron School trains highly motivated individuals in web application development. They teach best practices in Ruby, Rails, JavaScript, Object-Oriented Design, Git, SQL, Test-Driven Development. Their learning environment includes pair programming, project based discovery, and a relentless focus on teamwork. At the completion of the 12 week program, students will have spent at least 500 hours in a hands-on, intensive learning environment, coding solutions to real problems and working on real projects.

Infrascale

Series C in 2019
Infrascale provides comprehensive, cloud-based data protection by delivering industry-leading backup and disaster recovery solutions. Combining intelligent software with the power of the cloud, Infrascale removes the barriers and complexity of secure, offsite data storage and standby infrastructure for real-time disaster recovery. Trusted and recommended by leading independent industry experts, Infrascale equips its customers with the confidence to handle the unexpected by providing higher availability, better security, and less downtime when it comes to their data. Visit infrascale.com or follow us on Twitter at @Infrascale for more information.

Infrascale

Series A in 2019
Infrascale provides comprehensive, cloud-based data protection by delivering industry-leading backup and disaster recovery solutions. Combining intelligent software with the power of the cloud, Infrascale removes the barriers and complexity of secure, offsite data storage and standby infrastructure for real-time disaster recovery. Trusted and recommended by leading independent industry experts, Infrascale equips its customers with the confidence to handle the unexpected by providing higher availability, better security, and less downtime when it comes to their data. Visit infrascale.com or follow us on Twitter at @Infrascale for more information.

Kantata

Series E in 2019
Kantata is a cloud-based software provider that focuses on enhancing the operational and financial performance of professional and marketing services organizations. Its platform offers a comprehensive suite of tools, including project management, project accounting, resource management, and business intelligence, all designed to streamline and simplify operational processes. In addition to its software solutions, Kantata provides advisory and professional services to help clients optimize their resource planning and management. The company serves a diverse range of clients across various sectors, including information technology, consulting, and agencies. Founded in 2008 and headquartered in Irvine, California, with an additional office in Melbourne, Australia, Kantata has gained recognition for its innovative solutions, being listed as a leader in professional services automation and project management by industry analysts.

Discovery Health Partners

Venture Round in 2018
Information-driven healthcare cost containment solutions.

Exiger

Series A in 2018
Exiger is a global regulatory and financial crime, risk and compliance company. Exiger arms financial institutions, multinational corporations and governmental agencies with the practical advice and technology solutions they need to prevent compliance breaches, respond to risk, remediate major issues and monitor ongoing business activities. Exiger works with clients worldwide to assist them in effectively managing their critical challenges while developing and implementing the policies, procedures and programs needed to create a sustainable compliance environment. A global authority on regulatory compliance, the company also oversees some of the world's most complex court-appointed and voluntary monitorships in the private and public sectors, including the monitorship of HSBC. Exiger has four principal business units being: Exiger Advisory; Exiger Analytics; Exiger Diligence and Exiger Insight 3PM. Exiger operates through offices in New York City, Silver Spring (DC Metro), London, Hong Kong, Toronto and Singapore.

Saviynt

Series A in 2018
Saviynt is an innovative leader in providing Identity Governance and Cloud Security solutions. It secures critical apps, data and infrastructure in the Cloud (Workday, Office 365, AWS, Salesforce.com), Enterprise (SAP, Oracle EBS, Epic) and Big Data platforms (Hadoop, SAP HANA). Saviynt's next-gen IGA platform uniquely combines data access policies, access controls & usage analytics with advanced Role & SOD management, risk-based access request & certification.

Accolade

Series F in 2018
Accolade, Inc. develops technology-driven solutions designed to assist individuals in navigating the complexities of the healthcare system and workplace benefits in the United States. The company provides a cloud-based platform that integrates support from a team of health assistants and clinicians, including nurses and behavioral health specialists, to offer personalized guidance. Primarily serving employers, Accolade enables employees and their families to access a centralized resource for their health and benefits needs. Founded in 2007 and headquartered in Plymouth Meeting, Pennsylvania, the company focuses on improving healthcare experiences, outcomes, and costs through personalized advocacy and engagement strategies.

Duke University

Venture Round in 2017
Duke University is a private research university in Durham, North Carolina. Home of the Blue Devils, Duke University has about 15,000 undergraduate and graduate students and a world-class faculty helping to expand the frontiers of knowledge. The university has a strong commitment to applying knowledge in service to society, both near its North Carolina campus and around the world.

Infinia ML

Venture Round in 2017
Infinia ML helps businesses redefine ​ the possibilities of human potential​ with advanced machine learning. Our algorithms unlock the hidden potential of our clients’ data, helping them automate complex processes, enhance employee efficiency, and pioneer transformational breakthroughs. Led by serial AI entrepreneur Robbie Allen and computer science luminary Lawrence Carin, our team’s combined accomplishments include over 500 published papers, 35 granted patents, 11 books, and 6 PhDs.

Perfect Sense, Inc.

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 is a healthcare payments network that connects providers, payers, and consumers through a secure, cloud-based platform designed for managing healthcare payment transactions. Founded in 2004 and headquartered in Philadelphia, Pennsylvania, InstaMed offers several products, including InstaMed Online for Providers and InstaMed Online for Payers, both of which ensure secure and efficient management of healthcare payments. Additionally, InstaMed Connect allows for the integration of healthcare payments into various healthcare IT applications through its API. The company's technology enhances the healthcare payment experience by driving electronic transactions and facilitating the seamless movement of funds and healthcare data, ultimately improving consumer satisfaction. As of July 2019, InstaMed operates as a subsidiary of JPMorgan Chase Bank.

Accolade

Series E in 2016
Accolade, Inc. develops technology-driven solutions designed to assist individuals in navigating the complexities of the healthcare system and workplace benefits in the United States. The company provides a cloud-based platform that integrates support from a team of health assistants and clinicians, including nurses and behavioral health specialists, to offer personalized guidance. Primarily serving employers, Accolade enables employees and their families to access a centralized resource for their health and benefits needs. Founded in 2007 and headquartered in Plymouth Meeting, Pennsylvania, the company focuses on improving healthcare experiences, outcomes, and costs through personalized advocacy and engagement strategies.

Bay Dynamics

Series B in 2016
Bay Dynamics, Inc. develops automated cyber security and risk solutions for enterprises. The company offers Risk Fabric, a cyber risk analytics platform that analyzes cyber security related data collected by an organization, makes sense of the data, and communicates the risk insights to the right people to facilitate informed decision making. Its platform uses a common data model to deliver a consistent view of security and risk across executives, the board, line of business managers, and security professionals. The company provides solutions in the areas of insider threats, assets at risk, operational visibility, and executive communication. It serves Fortune 50 customers. Bay Dynamics, Inc. was founded in 2001 and is based in San Francisco, California. As of December 31, 2019, Bay Dynamics, Inc. operates as a subsidiary of Broadcom Inc.

LaunchPoint

Venture Round in 2015
LaunchPoint Ventures LLC, through its subsidiaries, provides cloud-based solutions, software, and services for healthcare organizations in the United States. It offers payment and revenue integrity solutions for healthcare payers, and healthcare information and analytics consulting services. The company offers coordination of benefits solution that identifies instances of other coverage to avoid costs and improve recoveries; and eligibility solution to proactively correct member eligibility errors, avoid downstream eligibility overpayment costs, and reduce claims re-processing costs. It also provides Medicare Secondary Payer (MSP) Validation solution that enables medicare advantage health plans to optimize MSP premium revenue; payment and revenue integrity assessment that delivers an assessment of payment integrity, premium optimization, and claims recovery efforts across various areas of a health plan; subrogation solution that integrates the complete ICD-10 data set; and payment integrity consulting services. The company serves commercial health plans, government health plans (Medicare advantage and Medicaid managed care organizations), self-insured employer groups, and third-party administrators. In addition, it offers advisory, business intelligence, cloud enablement, information management, managed analytics, and payment and revenue integrity assessment services for healthcare enterprises in payer, provider, and bio-pharma markets, as well as other industries. The company was incorporated in 2000 and is based in Itasca, Illinois.

Complia Health

Funding Round in 2015
Complia Health is a prominent provider of technology and expertise for the long-term and post-acute care market. Serving nearly 3,000 organizations, including home health, residential, community care, and hospice agencies, Complia Health delivers essential clinical, operational, and financial solutions to enhance the quality of care. The company offers a range of innovative products, such as Procura, ContinuLink, Suncoast, Igea, and Progresa, which are designed to meet the unique needs of the sector. Complia Health also provides customized online education solutions in collaboration with leading universities, further supporting the professional development of care providers. With a team of health and technology experts located in the United States, Canada, and Australia, Complia Health is well-equipped to address the challenges faced by care organizations.

Saama

Series A in 2015
Saama is the number one AI-powered clinical analytics cloud platform company, unleashing wisdom from data to deliver better business outcomes for the life sciences industry. Saama’s unified, AI-driven clinical data analytics platform seamlessly integrates, curates, and animates unlimited sources of structured, unstructured, and real-world data to deliver actionable insights across all therapeutic areas. The award-winning platform gives unprecedented real-time visibility into clinical data, enabling sponsors to file New Drug Applications (NDAs) more efficiently to bring drugs to market faster and at lower costs. For more information, visit http://www.saama.com.

Seven Lakes Technologies

Series A in 2015
Seven Lakes Enterprises, Inc. designs and develops enterprise software solutions for the upstream oil and gas sector. Its solution include analytics and data management; production and operations; and accounting. Seven Lakes Enterprises, Inc. was founded in 2009 and is based in Westlake Village, California.

Kantata

Series C in 2015
Kantata is a cloud-based software provider that focuses on enhancing the operational and financial performance of professional and marketing services organizations. Its platform offers a comprehensive suite of tools, including project management, project accounting, resource management, and business intelligence, all designed to streamline and simplify operational processes. In addition to its software solutions, Kantata provides advisory and professional services to help clients optimize their resource planning and management. The company serves a diverse range of clients across various sectors, including information technology, consulting, and agencies. Founded in 2008 and headquartered in Irvine, California, with an additional office in Melbourne, Australia, Kantata has gained recognition for its innovative solutions, being listed as a leader in professional services automation and project management by industry analysts.

Everspring

Series A in 2014
Everspring, Inc. provides a technology and services platform that delivers customized and integrated education solutions online. It provides online learning programs and data-driven insights to universities. The company’s services include academic operations, analytics, enrollment management, faculty engagement, learning design, marketing, student support, and technology. It serves students, faculty transition, and universities. The company was founded in 2011 and is based in Chicago, Illinois.

Infrascale

Series B in 2014
Infrascale provides comprehensive, cloud-based data protection by delivering industry-leading backup and disaster recovery solutions. Combining intelligent software with the power of the cloud, Infrascale removes the barriers and complexity of secure, offsite data storage and standby infrastructure for real-time disaster recovery. Trusted and recommended by leading independent industry experts, Infrascale equips its customers with the confidence to handle the unexpected by providing higher availability, better security, and less downtime when it comes to their data. Visit infrascale.com or follow us on Twitter at @Infrascale for more information.

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. provides a technology and services platform that delivers customized and integrated education solutions online. It provides online learning programs and data-driven insights to universities. The company’s services include academic operations, analytics, enrollment management, faculty engagement, learning design, marketing, student support, and technology. It serves students, faculty transition, and universities. The company was founded in 2011 and is based in Chicago, Illinois.

Accolade

Series C in 2013
Accolade, Inc. develops technology-driven solutions designed to assist individuals in navigating the complexities of the healthcare system and workplace benefits in the United States. The company provides a cloud-based platform that integrates support from a team of health assistants and clinicians, including nurses and behavioral health specialists, to offer personalized guidance. Primarily serving employers, Accolade enables employees and their families to access a centralized resource for their health and benefits needs. Founded in 2007 and headquartered in Plymouth Meeting, Pennsylvania, the company focuses on improving healthcare experiences, outcomes, and costs through personalized advocacy and engagement strategies.

Axiom Global Inc

Venture Round in 2013
Axiom provides tech-enabled legal, contracts, and compliance solutions for large enterprises. Its solutions combine legal experience, technology, and data analytics to deliver work in a way that dramatically reduces risk, cost, and cycle-time. The firm comprises 2,000-plus lawyers, professionals, process engineers, and technologists who serve over half the Fortune 100 across 15 regions and three centers of excellence globally.