United States · Investor

Escalate Capital

Filed with the SEC to raise a fund in Sep 2026, closing $137M. Last cheque observed Aug 2023.

QuietNew fund $137M, Sept 2026Private credit

Series BGrowthTechnologySoftwareServices

Cheques on record
0%of best year0cheques in 12 months, 12 on record
Since the last cheque1159days00hrs00min00sec
Median round$43MCheque size, as they say$5.0M – $30MRounds led0 of 12Sole investor1 roundsExits3 from the portfolioMostly inUnited States, 100%
Pitch Escalate Capital

Escalate Capital highlights

  1. 01

    12 rounds on record

  2. 02

    Mostly Venture and Debt: 64% of its rounds

  3. 03

    Sole investor in 1 rounds, median $13M

  4. 04

    3 exits from the portfolio

What they do

Escalate Capital Partners is a leading private credit and growth equity investment firm that targets rapidly growing later-stage companies within the technology, software, services, and healthcare sectors.From their own website
Type
Private credit
Cheque size
$5.0M – $30M as they say
Stages
Series BGrowth
Sectors
TechnologySoftwareServices
Based in
Austin, United States
Cold pitches
Not stated

The record

Every round we can evidence, newest first12 appearances

  1. 2023

    1 round

  2. Aug
    AeroSafe GlobalGrowth · US · Firms' own news pages$43MWith 6 others
  3. 2020

    1 round

  4. Sept
    AeroSafe GlobalGrowth · US · Firms' own news pages$48MWith 5 others
  5. 2019

    1 round

  6. Jul
    NewsCredUS · FinSMEs$20MWith 6 others
  7. 2015

    1 round

  8. Jul
    KareoSeries G · US$55MWith 7 others
  9. 2014

    1 round

  10. Oct
    KareoDebt · US$15MWith 5 others
  11. 2013

    1 round

  12. Apr
    SilverpopVenture · US · pehub.com$25MWith 1 other
  13. 2012

    3 rounds

  14. Oct
    WorkfrontVenture · US$17MWith 3 others
  15. Oct
    AtTaskVenture · US · finsmes.com$17MWith 3 others
  16. Mar
    Achieve Financial ServicesSeries B · US · finsmes.com$13MSole investor
  17. 2011

    1 round

  18. Sept
    Market Force InformationDebt · US · finsmes.com$15MWith 5 others
  19. 2010

    1 round

  20. Dec
    Mobixell NetworksVenture · US · finsmes.com$10MWith 3 others
  21. 2009

    1 round

  22. Oct
    EcastVenture · US · paidcontent.org$17MWith 3 others

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 registration13 named

BSBrendan ScherMember, Escalate Capital GP IV, LLCiForm ADV
CMChristopher Michael JulichMember and Manager, Escalate Sbic Capital Management III, LLCiForm ADV
CTChristopher Thomas HallMember, Escalate Sbic Capital Management III, LLCiForm ADV
JRJ Ross CockrellPrincipaliFiling they signed
JTJames Thomas Ross CockrellShareholder and Managing Director, Ec Management Services, LLCiForm ADV
JCJoseph Charles AragonaMember, Escalate Sbic Capital Management, LLCiForm ADV
KPKenneth Paul DeangelisMember, Escalate Sbic Capital Management, LLCiForm ADV
KMKokilapriya Muthukumar LozanoMember, Escalate Capital GP IV, LLCiForm ADV
LRLawrence Ryan BradshawChief Operating Officer, Ec Management Services, LLCiForm ADV
LALewis A LeavittMember, Escalate Sbic Capital Management III, LLCiForm ADV
SPSimon Patrick JamesMember, Escalate Sbic Capital Management, LLCiForm ADV
TWTravis WoodMember, Escalate Capital GP IV, LLCiForm ADV
WAWilliam Anthony SchellShareholder and Managing Director, Ec Management Services, LLCiForm ADV

We also hold 20 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

$481Mgross assets of its fundsOct 2026
Exemptreporting adviserventure or small private funds
Legal name
EC Management Services, LLC
SEC number
CRD 159891

What they claim to have backed

Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.

Exits from the portfolio

Companies it backed that were later bought or listed3 in all

WorkfrontBought by Adobe$1.5BNov 2020
Mobixell NetworksBought by Flash Networks$15MJan 2014

An exit counts when it came after the firm's first round in the company. From historical deal records.

Who they invest alongside

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

Recently backed

The latest companies Escalate Capital put money into.

Quick answers about Escalate Capital

What does Escalate Capital invest in?

Escalate Capital invests most often at Venture and Debt (64% of the rounds on record), in sectors such as Technology, Software and Services.

How active is Escalate Capital?

12 investments on record, 0 of them in the last 12 months. The most recent was in Aug 2023.

What has Escalate Capital invested in recently?

Its most recent investments on record: AeroSafe Global (Growth, Aug 2023) and NewsCred (Undisclosed round, Jul 2019).

How big are Escalate Capital's cheques?

The median round it joins is $43M. It says it writes cheques of $5.0M to $30M.

Does Escalate Capital lead rounds?

Rarely, if at all: none of its 12 investments on record names it as the lead.

Where does Escalate Capital invest?

Most of the companies it backs are in the United States (100%).

Is Escalate Capital investing now?

No investments in the last 12 months; the latest was in Aug 2023.

Who does Escalate Capital invest alongside?

Most often Greenspring Associates (4 rounds together), Flexstone Partners (2 rounds together) and Hamilton Lane (2 rounds together).

Raising now?

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Built from the rounds we watched, its filings and its own website, refreshed every night. How we count · Report a correction · Is this your firm? Claim it