# Carrick Capital Partners: portfolio, investments and team

> Carrick Capital Partners is a private equity based in United States. 20 investments on record, 1 in the last 12 months, latest Dec 2025.

Source: https://millionrounds.com/fund/carrick-capital-partners (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# Carrick Capital Partners

Last cheque observed Dec 2025; 20 cheques on record.

Email

Deploying now New fund $15M, Jul 2026 Private equity

Seed Series A Series B Software SaaS Transaction Processing

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Deploying now

**50%** of best year **1** **cheques in 12 months**, 20 on record

Since the last cheque **324** days **00** hrs **00** min **00** sec

Median round **$49M** Cheque size, as they say **$10M – $50M** Rounds led **2 of 20** Sole investor **12 rounds** Mostly in **United States, 95%**

Pitch Carrick Capital Partners

## Carrick Capital Partners highlights

- 01 1 cheques in the last 12 months
- 02 Mostly Series B and Series A: 64% of its rounds
- 03 Sole investor in 12 rounds, median $23M

## What they do

> We are a private equity firm that dedicates our capital and operating resources to growing software, SaaS, transaction processing, and technology-enabled services organizations. From their own website

- **Type:** Private equity (from a list, unverified)
- **Cheque size:** $10M – $50M as they say
- **Stages:** Seed Series A Series B Growth
- **Sectors:** Software SaaS Transaction Processing
- **Based in:** San Francisco, United States
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **20 appearances**

- **2025** 2 rounds
- **Dec** **[Saviynt](https://millionrounds.com/company/saviynt)** Series B · US · Crunchbase News **$700M** With 5 others
- **Jan** **[OnPay](https://millionrounds.com/company/onpay)** Series B · US · TechStartups **$63M** *Led*
- **2019** 1 round
- **Apr** **[Mavenlink](https://millionrounds.com/company/mavenlink)** Series E · US · FinSMEs **$48M** With 1 other
- **2018** 3 rounds
- **Jul** **[Exiger](https://millionrounds.com/company/exiger)** Series A · US · Ocbj **$80M** Sole investor
- **Apr** **[Saviynt](https://millionrounds.com/company/saviynt)** Series A · US · FinSMEs **$40M** Sole investor
- **Mar** **[Accolade](https://millionrounds.com/company/accolade)** US · FinSMEs **$50M** With 4 others
- **2017** 1 round
- **Jan** **[Perfect Sense](https://millionrounds.com/company/perfect-sense)** US · FinSMEs **$22M** Sole investor
- **2016** 3 rounds
- **Sept** **[InstaMed](https://millionrounds.com/company/instamed)** US · FinSMEs **$50M** Sole investor
- **Sept** **[Bay Dynamics](https://millionrounds.com/company/bay-dynamics)** **$23M** *Led*
- **Jul** **[Bay Dynamics](https://millionrounds.com/company/bay-dynamics)** Series B · US · Eweek **$23M** Sole investor
- **2015** 3 rounds
- **Aug** **[LaunchPoint](https://millionrounds.com/company/launchpoint)** Venture · US **$23M** Sole investor
- **Jun** **[Saama](https://millionrounds.com/company/saama)** Series A · US **$35M** Sole investor
- **Mar** **[Seven Lakes Technologies](https://millionrounds.com/company/seven-lakes-technologies)** Series A · US **$20M** Sole investor
- **2014** 4 rounds
- **Dec** **[Everspring](https://millionrounds.com/company/everspring)** Series B · US **$10M** With 2 others
- **Jun** **[Infrascale](https://millionrounds.com/company/infrascale)** Series B · US **$16M** Sole investor
- **May** **[Procura](https://millionrounds.com/company/procura)** Growth · CA **Undisclosed** Sole investor
- **May** **[Everspring](https://millionrounds.com/company/everspring)** Venture · US **$16M** With 1 other
- **2013** 3 rounds
- **Dec** **[Accolade](https://millionrounds.com/company/accolade)** Series D · US **$30M** With 2 others
- **Dec** **[Mavenlink](https://millionrounds.com/company/mavenlink)** Series C · US **$7.0M** Sole investor
- **Feb** **[Axiom](https://millionrounds.com/company/axiom)** Venture · US · finsmes.com **$28M** Sole investor

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **4 named**

JC **James C. Madden, V** Managing Member of the General Partner i Filing they signed

MF **Marc F. McMorris** Managing Member of the General Partner i Filing they signed

SP **Suzanne Passalacqua** Managing Director, Chief Financial Officer and Chief Compliance Officer i Form ADV

VJ **V James Madden** Managing Director i Form ADV

We also hold **28** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

## What the register says

From the firm's own filings with the SEC, which it must file accurately by law

**$2.1B** assets it manages Oct 2026

**Registered** investment adviser full reporting to the SEC

- **Legal name:** Carrick Capital Management Company, LLC
- **SEC number:** CRD 165915

Funds on its Form ADV

**27** private funds, **$1.6B** in gross assets · filed Mar 2024

Venture **17** Private equity **10**

- Carrick Capital Partners III, L.P. *Private equity* 24 investors $536M
- Carrick Capital Partners II, L.P. *Venture* 15 investors $297M
- Carrick Capital Partners IV, L.P. *Venture* 20 investors $157M
- Carrick Capital Associates IV, L.P. *Venture* 27 investors $51M
- Carrick Daylight, LLC *Private equity* 15 investors $49M
- Carrick Capital Partners II Co-Investment Fund, L.P. *Venture* 1 investor $49M
- Carrick Capital Associates Fund III, L.P. *Private equity* 27 investors $48M
- Carrick Capital Partners, L.P. *Venture* 15 investors $43M
- Carrick Capital Partners II Co-Investment Fund II, L.P. *Venture* 1 investor $43M
- Carrick Capital Partners IV Co-Investment Fund I, L.P. *Venture* 14 investors $42M

And 17 more on the filing.

New fund on file

**$15M**

raised in Jul 2026

From its SEC filing, not a journalist: a firm that has just raised has money to deploy.

## The cheque

Seed Series A Series B

Median round joined **$49M** the round, not its cheque Alone, median **$23M**

Led 2 of 20 rounds **10%**

- **Said size:** $10M – $50M
- **Sole investor:** 12 rounds
- **Last cheque:** Dec 2025

Rounds by stage said on their site

- Series B said *5*
- Series A said *4*
- Venture *3*
- Series C *1*
- Growth said *1*
- Seed said *-*

Cheques by month Led Joined

Dec 2023 Nov 2026

Often in the room with

- [Accretive LLC](https://millionrounds.com/fund/accretive-2) 2
- [Comcast Ventures](https://millionrounds.com/fund/comcast-ventures) 2

**Pitching Carrick Capital Partners?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque.

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## Who they invest alongside

The investors most often in the same rounds as Carrick Capital Partners. A count of rooms they were both in, not a relationship either has claimed.

[**Accretive LLC** Private equity **2** rounds together](https://millionrounds.com/fund/accretive-2)[**Comcast Ventures** Corporate VC **2** rounds together](https://millionrounds.com/fund/comcast-ventures)

## Recently backed

The latest companies Carrick Capital Partners put money into.

[**Saviynt** $700M · Dec 2025](https://millionrounds.com/company/saviynt)[**OnPay** $63M · Jan 2025](https://millionrounds.com/company/onpay)[**Exiger** $80M · Jul 2018](https://millionrounds.com/company/exiger)[**Accolade** $50M · Mar 2018](https://millionrounds.com/company/accolade)[**Perfect Sense** $22M · Jan 2017](https://millionrounds.com/company/perfect-sense)[**InstaMed** $50M · Sept 2016](https://millionrounds.com/company/instamed)

## Quick answers about Carrick Capital Partners

### What does Carrick Capital Partners invest in?

Carrick Capital Partners invests most often at Series B and Series A (64% of the rounds on record), in sectors such as Software, SaaS and Transaction Processing.

### How active is Carrick Capital Partners?

20 investments on record, 1 of them in the last 12 months, and it led 2. The most recent was in Dec 2025.

### What has Carrick Capital Partners invested in recently?

Its most recent investments on record: Saviynt (Series B, Dec 2025), OnPay (Series B, Jan 2025) and Mavenlink (Series E, Apr 2019).

### How big are Carrick Capital Partners's cheques?

The median round it joins is $49M. It says it writes cheques of $10M to $50M.

### Does Carrick Capital Partners lead rounds?

Sometimes: it led 2 of its 20 investments on record (10%).

### Where does Carrick Capital Partners invest?

Most of the companies it backs are in the United States (95%) and Canada (5%).

### Is Carrick Capital Partners investing now?

Yes: it is actively investing, with 1 investments in the last 12 months.

### Who does Carrick Capital Partners invest alongside?

Most often Accretive LLC (2 rounds together) and Comcast Ventures (2 rounds together).

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