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Carrick Capital Partners

Private equityActively deployingoperating company · company profile

San Francisco · Growth · 10 people tracked

Also known as CARRICK CAPITAL MANAGEMENT COMPANY, LLC

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Investment thesis

Carrick Capital Partners invests in enterprise software, SaaS, transaction processing, and technology-enabled services businesses, backing them with both capital and operational expertise. The firm's investors and operating executives draw on experience founding, scaling, and optimizing market-leading companies, working directly with management to identify and improve the most strategically impactful areas of their businesses. Carrick deliberately maintains a concentrated portfolio so it can build deep relationships with each management team and stay committed to every company's goals over both the short and long term.

Source: firm website, verified Sep 29, 2026.

Stage
Growth
HQ
San Francisco, NY, US
Instruments
Equity
Founded
2012
Last 12 months
1 investment
AUM
$2.1B
Tracked investments
28

Team · 10 people

from public directories
Christopher Wenner· Managing Directorin
Paul Zolfaghari· Managing Directorin
Stephen Unterberger· Managing Directorin
Artem Potapov· Analystin
Tsering Tashi Lama· Investorin𝕏

Founder mafia

2 people who came through Carrick Capital Partners went on to found or lead other companies.

What they invest in

from 14 of 28 portfolio companies

SaaS ×10Enterprise Software ×9AI & Machine Learning ×7Cybersecurity ×4Fintech ×4Healthtech ×4Cloud Computing ×3Future of Work ×3

HQs:United States×15

Who they back

founder profiles across 9 portfolio companies
67%
solo founders
6 of 9 mapped founding teams

Founding team size:solo founder×62 founders×23 founders×1

Investments · 28 tracked

founders shown can be your intro path

By year:2025 · 22024 · 12019 · 12018 · 22017 · 12016 · 22015 · 110 dated

Saviyntsaviynt.comin𝕏Apr 2018 · $700M✓ verified

Saviynt provides an enterprise identity security platform that discovers, registers, governs, and manages access for workforce, privileged, non-human, and AI agent identities.

AI & Machine LearningCloud ComputingCybersecurityEnterprise SoftwareSaaSEl Segundo, US

Sachin Nayyar(Founder, CEO, and Chairman of the Board)inAmit Saha(Executive Officer, Director)

Co-investorsSixth StreetTen Eleven

Infrascaleinfrascale.cominJun 2018

Infrascale provides cloud-based data protection with backup and disaster recovery solutions, offering offsite data storage and standby infrastructure for real-time recovery.

Cloud ComputingCybersecurityData & InfrastructureEnterprise SoftwareEl Segundo, US

KENNETH SHAW, JR.(Executive Officer, Director)Ken Shaw(Founder of Safe Offsite Pty Ltd)inMICHAEL BELL(Executive Officer)inHARDY PARUNGAO(Executive Officer)inRob Peterson(Chief Executive Officer)inAndrew Evers(Chief Technology Officer)in

Board seatMarc McMorris· per SEC Form D

Co-investorsMontage CapitalRoute 66 Ventures

Saamasaama.comin𝕏May 2015

Saama provides AI-based data analytics solutions and services for the life sciences industry, with a focus on accelerating clinical trials.

AI & Machine LearningData & InfrastructureDigital HealthHealthtechSaaSCampbell, US

Suresh Katta(Executive Officer, Director)inSimon Ho(Executive Officer)in

BoardKen Coleman(Director)Dan Fishback(Director)William Binch(Director)

Board seatMarc McMorris· per SEC Form D

Co-investorsIntermountain HealthMcKesson VenturesMerck Global Health Innovation FundMSD Global Health Innovation FundPfizer Venture Investments

Accoladeaccolade.com

Accolade provides virtual healthcare services including primary care, mental health therapy, and benefits navigation for employees and their families.

Digital HealthHealthtechSaaSPlymouth Meeting, US

Thomas K Spann(Executive Officer, Director)Steve Barnes(Executive Officer)Rajeev Singh(Chief Executive Officer)Debbie Cohen(Executive Officer)John Rollins(Executive Officer)Jeff Smith(Executive Officer)

Co-investors7wire VenturesAccretive, LLCAlumni VenturesAndreessen HorowitzBasecamp FundBlue Ivy Ventures+7 more

Bay Dynamicsbaydynamics.cominJun 2016

San Francisco, US

Ryan Stolte(Executive Officer, Director)inFeris Rifai(Executive Officer, Director)in

BoardDavid Zilberman(Director)Jim Madden(Director)Taher Elgamal(Director)

Co-investorsComcast Ventures

Bishop Foxbishopfox.comin𝕏

Bishop Fox provides offensive security services, testing organizations' networks and applications with real-world attack techniques to identify vulnerabilities before they can be exploited.

CybersecurityEnterprise SoftwareTempe, US

Vincent Liu(Executive Officer, Director)inJake Kretz(VP of Cloud Engineering and Operations)Steve Huffman(Director)inFrancis P. Brown(Director)

BoardWilliam Lin(Director)inDonald R. Dixon(Director)in

Co-investorsCSVE Venture PartnersForgePoint CapitalNextEquity Partners

Brightspotbrightspot.comin𝕏

Brightspot CMS is a content management system designed for marketing teams to create, manage, and distribute content across digital channels without requiring coding skills.

Enterprise SoftwareMarketing TechMedia & EntertainmentSaaS

Co-investorsTailwind Capital

DailyPaydailypay.comin𝕏

DailyPay provides on-demand pay solutions that allow employees to access their earned wages before traditional paycheck cycles, serving employers and workers seeking greater financial flexibility.

Enterprise SoftwareFintechFuture of WorkHR TechSaaSNew York, US

Nelson Chai(Chief Executive Officer)inDeepa Subramanian(Chief Financial Officer)inAndrew Brandman(Chief Operating Officer)inPoulomi Damany(Chief Product Officer)inDavid Dyar(Chief Technology Officer)Jared DeMatteis(Chief Legal & Strategy Officer)in

Co-investors1/1 CapitalAccess Technology VenturesAnthem Venture Management, LlcCollective LiquidityEQUIAMEvolution VC Partners+12 more

Everspringpartnerseverspringpartners.comin𝕏

Everspring is a technology-first partner serving colleges and universities with strategic advisory, marketing and enrollment solutions, academic program design, and technology integration services.

AI & Machine LearningEdTechEnterprise SoftwareMarketing TechSaaSChicago, US

Robert Carroll(Executive Officer)Christopher Paetsch(Executive Officer)inNeil Marchant(Executive Officer)inJeffrey Conlon(Executive Officer, Director)Michael Wright(Executive Officer)Karen Baldeschwieler(Executive Officer)in

Co-investorsAccretive, LLCEscalate Capital PartnersWarner Music Group

Exigerexiger.comin𝕏

Michael Beber(Founder)inBrandon Danielsin

Co-investorsInsight PartnersJMI Equity

Flatiron Schoolflatironschool.comin

Flatiron School is an educational provider offering immersive, project-driven training programs in software engineering, AI engineering, data science, and cybersecurity.

AI & Machine LearningCybersecurityEdTechFuture of WorkNew York City, US

Co-investorsBoxGroupCRV (Charles River Ventures)MatrixThrive Capital

Infinia MLinfiniaml.com

Infinia ML builds production-grade AI systems using RAG architectures and multi-agent systems for healthcare revenue cycle management, targeting enterprise-scale operations where errors carry financial consequences.

AI & Machine LearningEnterprise SoftwareHealthtech

Instamedinstamed.comin

InstaMed is a healthcare payments platform that enables electronic transactions and treasury solutions for healthcare organizations, providers, payers, and consumers.

Cloud ComputingEnterprise SoftwareFintechHealthtechSaaSNew York, US

Jeff Lin(Chief Executive Officer)Deirdre Ruttle(Chief Revenue Officer)inWill Enscore(Chief Operating Officer)inAndrew Smith(Head of Solutioning)in

Co-investorsBaleon CapitalOsage Venture Partners

Intelligointelligo.aiSep 2025

Intelligo runs a due diligence and background-check platform that combines proprietary AI with human analysts to produce risk-based reports and continuous monitoring on individuals and entities.

AI & Machine LearningFintechSaaS

Mavenlinkkantata.comin𝕏Apr 2019 · $48M

Kantata offers an AI-driven professional services automation (PSA) platform that handles forecasting, resource management, project delivery, and financials for professional services firms and agencies.

AI & Machine LearningEnterprise SoftwareFuture of WorkSaaSIrvine, US

Raymond Grainger(Executive Officer, Director)Sean Crafts(Executive Officer)inRoger Neel(Founder)inKelly Anderson(Executive Officer)

BoardRichard Campione(Director)Raul Fernandez(Director)

Co-investorsRuna CapitalToba Capital

OnPayonpay.comin𝕏Nov 2024

OnPay provides online payroll, HR, and benefits management software for small businesses, handling pay runs, tax calculations, deductions, and compliance.

FintechHR TechSaaSAtlanta, US

Mark McKee(Executive Officer, Director)inJesse Burgess(Founder & CEO)inAnthony Catalfano(Director)

BoardJames V. Madden(Director)

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

Unicorn MLAxiomBlackwell Captive SolutionsComplia HealthDiscovery Health PartnersEverspingFactorLegal SifterPerfect SenseRenalogicSeven Lakes TechnologiesVeritas Prime

Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.

Portfolio news

latest coverage across their companies

Frequently asked questions

How many investments has Carrick Capital Partners made?
Carrick Capital Partners has 28 tracked investments, including 3 dated in the last 24 months.
What stage does Carrick Capital Partners invest at?
Carrick Capital Partners invests at the Growth stage.
What sectors does Carrick Capital Partners focus on?
Carrick Capital Partners focuses on AI & Machine Learning, Enterprise Software, Fintech, SaaS.
Where is Carrick Capital Partners located?
Carrick Capital Partners is headquartered in San Francisco, US.
Who does Carrick Capital Partners co-invest with?
Carrick Capital Partners most often shares deals with Accretive, LLC, Comcast Ventures, Escalate Capital Partners, among 52 tracked co-investors.

Media · Podcasts & interviews

featuring the team

Rob Delaney: Managing Director at Carrick Capital Partners on Investing in Software Ventures | E17

Acertitude · Rob Delaney

Images

Carrick Capital Partners photoCarrick Capital Partners photoCarrick Capital Partners photoCarrick Capital Partners photo

Co-investors · 5

Craft Ventures

Craft Ventures is a venture capital firm run by a team of former founders, operators, and investors who partner closely with founders to help build and scale technology companies.

$50K – $50M
Greylock Partners

Greylock Partners is an early-stage venture capital firm that partners with founders building companies from inception. Its partners make only one or two new investments per year to focus deeply on each partnership.

$100K – $10M
Bain Capital Ventures

BCV Labs is the platform and hands-on support arm of Bain Capital Ventures, providing portfolio founders with go-to-market strategy, brand development, hiring assistance, and customer introductions.

$1M – $100M
SignalFire

SignalFire is a seed-stage venture capital firm that combines a full-team support model with its data-driven Beacon AI platform to back founders.

$250K – $15M
Cyberstarts

Cyberstarts is a venture capital firm that partners with cybersecurity founders from day one, using a systematic process and an extensive CISO network to help build industry-defining cybersecurity companies.

Firms observed investing alongside Carrick Capital Partners, from public investor directories. Shared companies are the overlap with Carrick Capital Partners's recorded portfolio.

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