Carrick Capital Partners
Carrick Capital Partners is a San Francisco-based private equity firm founded in 2012 that invests capital and operating resources in a concentrated portfolio of software, SaaS, transaction processing, and technology-enabled services companies, generating revenue through management fees and carried interest.
- Company typePrivate
- Founded2012
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Carrick Capital Partners does
Carrick Capital Partners is a private equity firm founded in 2012 and headquartered in San Francisco, California, operating as Carrick Capital Management Company, LLC. The firm invests capital and operating resources in software, SaaS, transaction processing, and technology-enabled services organizations, employing a concentrated portfolio approach that allows for substantial relationships with each management team. Carrick is led by Co-CEOs and Co-Chairs of the Investment Committee Marc McMorris and Jim Madden, supported by CFO and Managing Director Mitchell Slodowitz and a team of senior vice presidents and managing directors with operating experience founding and scaling technology businesses.
The firm's portfolio spans at least 14 active holdings across cybersecurity (Bishop Fox, Saviynt, Infrascale), HR/payroll technology (OnPay, Veritas Prime, Mavenlink, Flatiron School), fintech (DailyPay), risk and compliance (Intelligo, Exiger, LegalSifter), and healthcare cost containment (Blackwell Captive Solutions, Renalogic). Notable portfolio companies demonstrate significant scale: Saviynt serves over 600 global enterprise customers including more than 20% of the Fortune 100, LegalSifter powers AI contract operations, and DailyPay has scaled to support earned wage access. Portfolio companies increasingly embed AI capabilities — Saviynt's identity platform governs AI agent identities, Intelligo launched a compliance MCP Server for autonomous workflows, and LegalSifter applies generative AI for contract redlining.
Carrick generates revenue through standard private equity mechanics: management fees on committed capital and carried interest on successful portfolio exits. The firm partners with co-investors including KKR, Carlyle, Insight Partners, Sixth Street Growth, Citi, AB Private Credit Investors, and Trinity Capital on portfolio transactions. In 2025 alone, Carrick led or participated in transactions totaling over $800 million across portfolio companies, demonstrating active capital deployment consistent with a maturing fund cycle.
Carrick Capital Partners firmographics
Firmographics- Name
- Carrick Capital Partners
- Legal name
- Carrick Capital Management Company, LLC
- Website
- http://www.carrickcapitalpartners.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Carrick Capital Partners is a San Francisco-based private equity firm founded in 2012 that invests capital and operating resources in a concentrated portfolio of software, SaaS, transaction processing, and technology-enabled services companies, generating revenue through management fees and carried interest.
- Ownership category
- akta.pro rank
Carrick Capital Partners industry classification
Industry- Product category
- Private Equity
- NAICS
- Portfolio Management and Investment Advice (523940), Investment Banking and Securities Intermediation (523150), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282), Miscellaneous Business Credit Institution (6159)
- akta.pro primary industry
- Corporate Finance & Capital Advisory (BPAHADAB)
- akta.pro secondary industry
- Private Capital Introducers (PE/VC/Private Credit) (FSAEAMAE)
Keywords
Where Carrick Capital Partners is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Markets served
Carrick Capital Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Carrick Capital Partners product offering
Product offeringCore offering
Carrick Capital Partners is a private equity firm that invests capital and operating resources in software, SaaS, transaction processing, and technology-enabled services companies. The firm takes concentrated minority and majority equity positions in growth-stage technology businesses and works closely with management teams to identify and improve critical strategic priorities. Portfolio includes Saviynt (identity security), DailyPay (earned wage access), Intelligo (due diligence and compliance), LegalSifter (contract operations), OnPay (payroll/HR), Veritas Prime (SAP SuccessFactors and payroll), and Blackwell Captive Solutions (healthcare cost containment).
Product overview
Carrick Capital Partners is a private equity firm focused on investing in and supporting the growth of software, SaaS, transaction processing, and technology-enabled services organizations. Rather than operating a single product platform, Carrick builds a concentrated portfolio of technology companies including Saviynt (AI-powered identity security platform), DailyPay (on-demand pay/financial wellness), Intelligo (due diligence and compliance monitoring), LegalSifter (AI-powered contract operations), Veritas Prime (SAP SuccessFactors managed payroll services), and Blackwell Captive Solutions (healthcare cost containment). Each portfolio company develops and markets its own distinct products and services independently.
Differentiator
Problem solved
Functional benefit
Products and services
- Private Equity Investment Minority and majority growth-stage equity investments deployed in software, SaaS, transaction processing, and technology-enabled services companies, paired with hands-on operating partnership from investors and former operators. Recent examples include a $31.5M investment in Veritas Prime, a majority investment in Intelligo, a $63M Series B lead in OnPay, participation in Saviynt's $700M Series B, and a $75M equity round in DailyPay.
- Portfolio Company Operating Support Strategic guidance and operational expertise delivered to portfolio company management teams by Carrick's investors and operating executives, who have experience founding, scaling, and optimizing market-leading software and SaaS businesses. Support focuses on identifying and improving critical business areas with the highest short-term and long-run strategic impact.
Companies that use Carrick Capital Partners
Customer profileSegments3 records
Ideal customer profiles1 record
Carrick Capital Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
AI capability6 records
Carrick Capital Partners partnerships and signals
Strategic signalPartnerships
14 partnerships are on record, tiered core and minor.
- Intelligo and RANE PartnershipcoreIntelligo (Carrick portfolio company) launched a strategic partnership with RANE (Risk Assistance Network + Exchange) to offer clients an integrated solution for real-time, evidence-based risk assessments. The partnership combines Intelligo's AI-driven insights with RANE's global team of seasoned analysts and researchers.
- CrowdStrikecoreSaviynt (Carrick portfolio) announced integration with CrowdStrike Falcon platform. The bidirectional integration enables Saviynt to leverage CrowdStrike's industry-leading endpoint, identity, and cloud telemetry to drive dynamic, risk-based access governance decisions.
- AWScoreSaviynt has integrations with AWS as part of its broader ecosystem partnerships, enabling deeper integration with hyper-scalers and software/SaaS platforms.
- ZscalercoreSaviynt has integrations with Zscaler as part of its identity security platform ecosystem.
- WizcoreSaviynt has integrations with Wiz as part of its identity security platform ecosystem.
- CyeracoreSaviynt has integrations with Cyera as part of its identity security platform ecosystem.
- DeloittecoreSaviynt and Deloitte expanded strategic alliance to deliver turnkey digital identity solutions. Deloitte offers Saviynt's identity governance, privileged access, and access risk analytics capabilities as a managed service through Deloitte's Digital Identity+ Platform.
- MicrosoftcoreSaviynt is part of Microsoft's partner ecosystem with integrations through Azure and Microsoft security solutions.
- Google CloudcoreSaviynt provides integrations with Google Cloud Platform as part of its multi-cloud support for identity governance.
- AccenturecoreSaviynt and Accenture have a strategic partnership for delivering identity security solutions to enterprise customers.
- DailyPay and goHappyminorDailyPay (Carrick portfolio) partnered with goHappy to empower frontline workers with seamless access to earned wages.
- Blackwell and Outfox HealthcoreBlackwell Captive Solutions partnered with Outfox Health to deliver AI-powered benefits navigation to captive members. Outfox's multilingual navigation tools enhance member engagement, reduce waste, and improve outcomes.
- Blackwell and CygenexminorBlackwell Captive Solutions partnered with Cygenex to add genetic testing to B.Well Edge Portfolio. Cygenex provides predictive risk analytics and genetic testing platform for early risk detection.
- LegalSifter and Contract LogixcoreLegalSifter (Carrick portfolio) made strategic acquisition of Contract Logix, strengthening its contract operations platform.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
Carrick Capital Partners competitors and assessment
Company assessmentBroad incumbents
- KKR: Global alternative asset manager with a technology-focused growth strategy. Co-invested alongside Carrick in Saviynt's $700M Series B and a natural reference point at the larger end of the market.
- Carlyle Group: Global alternative asset manager with technology and software investing capabilities. Co-invested with Carrick in Exiger, providing overlap in software deal flow at the upper end of the market.
- TPG Capital: Large alternative asset manager with a dedicated TPG Capital and TPG Growth software/tech investing practice. Broader incumbent competing for similar growth-stage software opportunities.
Direct peers
- Battery Ventures: Long-tenured technology-focused PE/VC firm investing across software, fintech, and digital health stages. Comparable thesis on enterprise software investing with operating-value-add orientation.
- JMI Equity: Growth equity firm focused on software, SaaS, and tech-enabled services — a near-identical investment thesis to Carrick. Direct competitor for similar deal profiles and check sizes.
- Thoma Bravo: Premier software-focused PE firm specializing in take-privates and growth investments in application, infrastructure, and cybersecurity software. Closest peer in deal category and operational focus.
- Vista Equity Partners: Largest pure-play software-focused PE firm, actively investing in SaaS and enterprise software companies. Direct competitor for software deal flow and most analogous operating-partner value-creation model.
- Insight Partners: Major software/tech growth investor that has co-invested with Carrick (Exiger) and competes directly for SaaS deals. Highly comparable in stage focus (growth) and sector specialization.
- Sumeru Equity Partners: Software and tech-enabled services growth equity firm founded by former software operators. Highly comparable in sector focus and operating-partner model.
- Bessemer Venture Partners: Iconic software/tech investor with growth-equity practice alongside its venture activity. Comparable software-sector specialization and operating-value-add approach, though earlier-stage focus.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Carrick Capital Partners social profiles
Digital presenceCarrick Capital Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Carrick Capital Partners leadership team
Management profileNumber of profiles
Profiles15 records
Carrick Capital Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Carrick Capital Partners M&A and investment
M&A and investmentM&A3 records
Investments35 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Carrick Capital Partners
What does Carrick Capital Partners do?
Carrick Capital Partners is a private equity firm that invests capital and operating resources in software, SaaS, transaction processing, and technology-enabled services companies. The firm takes concentrated minority and majority equity positions in growth-stage technology businesses and works closely with management teams to identify and improve critical strategic priorities. Portfolio includes Saviynt (identity security), DailyPay (earned wage access), Intelligo (due diligence and compliance), LegalSifter (contract operations), OnPay (payroll/HR), Veritas Prime (SAP SuccessFactors and payroll), and Blackwell Captive Solutions (healthcare cost containment).
Is Carrick Capital Partners a public or private company?
Carrick Capital Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Carrick Capital Partners founded?
Carrick Capital Partners was founded in 2012. It employs 11 to 50 people.
Where is Carrick Capital Partners based?
Carrick Capital Partners is headquartered in San Francisco, United States, in the North America region.
Who are Carrick Capital Partners's main competitors?
Broad incumbents on record are KKR, Carlyle Group and TPG Capital. Direct peers are Battery Ventures, JMI Equity, Thoma Bravo, Vista Equity Partners, Insight Partners, Sumeru Equity Partners and Bessemer Venture Partners.
Does Carrick Capital Partners have an API?
No public API is recorded for Carrick Capital Partners.
What industry is Carrick Capital Partners in?
Carrick Capital Partners's product category is Private Equity. Its primary akta.pro industry code is BPAHADAB, Corporate Finance & Capital Advisory, with a secondary code of FSAEAMAE, Private Capital Introducers (PE/VC/Private Credit). Its NAICS code is 523940 and its SIC code is 6282.