# Escalate Capital: portfolio, investments and team

> Escalate Capital is a private credit based in United States. 12 investments on record, latest Aug 2023. Portfolio, stages, co-investors and team.

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

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

# Escalate Capital

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

Email

Quiet New fund $137M, Sept 2026 Private credit

Series B Growth Technology Software Services

Follow Escalate Capital and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fescalate-capital)

Cheques on record

**0%** of best year **0** **cheques in 12 months**, 12 on record

Since the last cheque **1159** days **00** hrs **00** min **00** sec

Median round **$43M** Cheque size, as they say **$5.0M – $30M** Rounds led **0 of 12** Sole investor **1 rounds** Exits **3 from the portfolio** Mostly in **United States, 100%**

Pitch Escalate Capital

## Escalate Capital highlights

- 01 12 rounds on record
- 02 Mostly Venture and Debt: 64% of its rounds
- 03 Sole investor in 1 rounds, median $13M
- 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 B Growth
- **Sectors:** Technology Software Services
- **Based in:** Austin, United States
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **12 appearances**

- **2023** 1 round
- **Aug** **[AeroSafe Global](https://millionrounds.com/company/aerosafe-global)** Growth · US · Firms' own news pages **$43M** With 6 others
- **2020** 1 round
- **Sept** **[AeroSafe Global](https://millionrounds.com/company/aerosafe-global)** Growth · US · Firms' own news pages **$48M** With 5 others
- **2019** 1 round
- **Jul** **[NewsCred](https://millionrounds.com/company/newscred)** US · FinSMEs **$20M** With 6 others
- **2015** 1 round
- **Jul** **[Kareo](https://millionrounds.com/company/kareo)** Series G · US **$55M** With 7 others
- **2014** 1 round
- **Oct** **[Kareo](https://millionrounds.com/company/kareo)** Debt · US **$15M** With 5 others
- **2013** 1 round
- **Apr** **[Silverpop](https://millionrounds.com/company/silverpop)** Venture · US · pehub.com **$25M** With 1 other
- **2012** 3 rounds
- **Oct** **[Workfront](https://millionrounds.com/company/workfront)** Venture · US **$17M** With 3 others
- **Oct** **[AtTask](https://millionrounds.com/company/attask)** Venture · US · finsmes.com **$17M** With 3 others
- **Mar** **[Achieve Financial Services](https://millionrounds.com/company/achieve-financial-services)** Series B · US · finsmes.com **$13M** Sole investor
- **2011** 1 round
- **Sept** **[Market Force Information](https://millionrounds.com/company/market-force-information)** Debt · US · finsmes.com **$15M** With 5 others
- **2010** 1 round
- **Dec** **[Mobixell Networks](https://millionrounds.com/company/mobixell-networks)** Venture · US · finsmes.com **$10M** With 3 others
- **2009** 1 round
- **Oct** **[Ecast](https://millionrounds.com/company/ecast)** Venture · US · paidcontent.org **$17M** With 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 registration **13 named**

BS **Brendan Scher** Member, Escalate Capital GP IV, LLC i Form ADV

CM **Christopher Michael Julich** Member and Manager, Escalate Sbic Capital Management III, LLC i Form ADV

CT **Christopher Thomas Hall** Member, Escalate Sbic Capital Management III, LLC i Form ADV

JR **J Ross Cockrell** Principal i Filing they signed

JT **James Thomas Ross Cockrell** Shareholder and Managing Director, Ec Management Services, LLC i Form ADV

JC **Joseph Charles Aragona** Member, Escalate Sbic Capital Management, LLC i Form ADV

KP **Kenneth Paul Deangelis** Member, Escalate Sbic Capital Management, LLC i Form ADV

KM **Kokilapriya Muthukumar Lozano** Member, Escalate Capital GP IV, LLC i Form ADV

LR **Lawrence Ryan Bradshaw** Chief Operating Officer, Ec Management Services, LLC i Form ADV

LA **Lewis A Leavitt** Member, Escalate Sbic Capital Management III, LLC i Form ADV

SP **Simon Patrick James** Member, Escalate Sbic Capital Management, LLC i Form ADV

TW **Travis Wood** Member, Escalate Capital GP IV, LLC i Form ADV

WA **William Anthony Schell** Shareholder and Managing Director, Ec Management Services, LLC i Form 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

**$481M** gross assets of its funds Oct 2026

**Exempt** reporting adviser venture or small private funds

- **Legal name:** EC Management Services, LLC
- **SEC number:** CRD 159891

## What they claim to have backed

From their own portfolio page (on their website)

**60** of 60 we have independently watched raise

[Abacusinsights](https://millionrounds.com/company/abacus-insights)[Accolade](https://millionrounds.com/company/accolade)[Aerosafeglobal](https://millionrounds.com/company/aerosafe-global)[Arcadiasolutions](https://millionrounds.com/company/arcadia-solutions)[Armor](https://millionrounds.com/company/armor)[Arteza](https://millionrounds.com/company/arteza)[Bennie](https://millionrounds.com/company/bennie)[Blackducksoftware](https://millionrounds.com/company/black-duck-software)[Booker](https://millionrounds.com/company/booker)[Boundless](https://millionrounds.com/company/boundless)[Brokergenius](https://millionrounds.com/company/broker-genius)[Callminer](https://millionrounds.com/company/callminer)[Certona](https://millionrounds.com/company/certona)[Chairish](https://millionrounds.com/company/chairish)[Civitaslearning](https://millionrounds.com/company/civitas-learning)[Cloudability](https://millionrounds.com/company/cloudability)[Coalfire](https://millionrounds.com/company/coalfire)[Compstak](https://millionrounds.com/company/compstak)[Controlscan](https://millionrounds.com/company/controlscan)[Donuts](https://millionrounds.com/company/donuts)[Dstillery](https://millionrounds.com/company/dstillery)[Dtexsystems](https://millionrounds.com/company/dtex-systems)[Efolder](https://millionrounds.com/company/efolder)[Enboarder](https://millionrounds.com/company/enboarder)[Everydayhealth](https://millionrounds.com/company/everyday-health)[Fishbowl](https://millionrounds.com/company/fishbowl)[Healthplanone](https://millionrounds.com/company/health-plan-one)[Homeaway](https://millionrounds.com/company/homeaway)[Ingomoney](https://millionrounds.com/company/ingo-money)[Insureon](https://millionrounds.com/company/insureon)[Invisionapp](https://millionrounds.com/company/invisionapp)[Jhilburn](https://millionrounds.com/company/j-hilburn)[Kareo](https://millionrounds.com/company/kareo)[Kyriba](https://millionrounds.com/company/kyriba)[Liveintent](https://millionrounds.com/company/liveintent)[Madeincookware](https://millionrounds.com/company/made-in-cookware)[Maestrohealth](https://millionrounds.com/company/maestro-health)[Mixlab](https://millionrounds.com/company/mixlab)[Motionsoft](https://millionrounds.com/company/motionsoft)[Movableink](https://millionrounds.com/company/movable-ink)[Movista](https://millionrounds.com/company/movista)[Newscred](https://millionrounds.com/company/newscred)[Nomissolutions](https://millionrounds.com/company/nomis-solutions)[Ojo](https://millionrounds.com/company/ojo)[Outboundengine](https://millionrounds.com/company/outboundengine)[Owneriq](https://millionrounds.com/company/owneriq)[Packback](https://millionrounds.com/company/packback)[Parkwhiz](https://millionrounds.com/company/parkwhiz)[Paysimple](https://millionrounds.com/company/paysimple)[Peerlessnetwork](https://millionrounds.com/company/peerless-network)[Phreesia](https://millionrounds.com/company/phreesia)[Primerevenue](https://millionrounds.com/company/primerevenue)[Resilinc](https://millionrounds.com/company/resilinc)[Revionics](https://millionrounds.com/company/revionics)[Riahealth](https://millionrounds.com/company/ria-health)[Rollbar](https://millionrounds.com/company/rollbar)[Silverpop](https://millionrounds.com/company/silverpop)[Smashfly](https://millionrounds.com/company/smashfly-technologies)[Solovis](https://millionrounds.com/company/solovis)[Soundstripe](https://millionrounds.com/company/soundstripe) and 47 more

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 listed **3 in all**

**[Workfront](https://millionrounds.com/company/workfront)** Bought by [Adobe](https://millionrounds.com/fund/adobe) **$1.5B** Nov 2020

**[Silverpop](https://millionrounds.com/company/silverpop)** Bought by [IBM (International Business Machines)](https://millionrounds.com/fund/ibm-international-business-machines) **Undisclosed** Apr 2014

**[Mobixell Networks](https://millionrounds.com/company/mobixell-networks)** Bought by Flash Networks **$15M** Jan 2014

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

New fund on file

**$137M**

raised in Sept 2026

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

## The cheque

Series B Growth

Median round joined **$43M** the round, not its cheque Alone, median **$13M**

Led 0 of 12 rounds **0%**

- **Said size:** $5.0M – $30M
- **Sole investor:** 1 rounds
- **Last cheque:** Aug 2023
- **Exits:** 3 from the portfolio

Rounds by stage said on their site

- Venture *5*
- Debt *2*
- Growth said *2*
- Series B said *1*
- Series G *1*

Cheques by year Led Joined

2009 2023

Often in the room with

- [Greenspring Associates](https://millionrounds.com/fund/greenspring-associates) 4
- [Flexstone Partners](https://millionrounds.com/fund/flexstone-partners) 2
- [Hamilton Lane](https://millionrounds.com/fund/hamilton-lane) 2
- [Josh James](https://millionrounds.com/fund/josh-james) 2
- [Merck Global Health Innovation Fund](https://millionrounds.com/fund/merck-global-health-innovation-fund) 2
- [OpenView Venture Partners](https://millionrounds.com/fund/openview-venture-partners) 2

**Pitching Escalate Capital?** 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 Escalate Capital. A count of rooms they were both in, not a relationship either has claimed.

[**Greenspring Associates** Private equity **4** rounds together](https://millionrounds.com/fund/greenspring-associates)[**Flexstone Partners** Private equity **2** rounds together](https://millionrounds.com/fund/flexstone-partners)[**Hamilton Lane** Asset manager **2** rounds together](https://millionrounds.com/fund/hamilton-lane)[**Josh James** Angel **2** rounds together](https://millionrounds.com/fund/josh-james)[**Merck Global Health Innovation Fund** Corporate VC **2** rounds together](https://millionrounds.com/fund/merck-global-health-innovation-fund)[**OpenView Venture Partners** VC firm **2** rounds together](https://millionrounds.com/fund/openview-venture-partners)[**SVB Capital** VC firm **2** rounds together](https://millionrounds.com/fund/svb-capital)[**Stripes** Private equity **2** rounds together](https://millionrounds.com/fund/stripes)[**University Venture Fund** VC firm **2** rounds together](https://millionrounds.com/fund/university-venture-fund)[**WAVE Equity Partners** Private equity **2** rounds together](https://millionrounds.com/fund/wave-equity-partners)[**Western Technology Investment** VC firm **2** rounds together](https://millionrounds.com/fund/wti)

## Recently backed

The latest companies Escalate Capital put money into.

[**AeroSafe Global** $43M · Aug 2023](https://millionrounds.com/company/aerosafe-global)

## 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).

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