Scaleworks

Q: When was Scaleworks last fund created?

Scaleworks last fund was created/launched in 2023-06-02.

General contacts

Investor type

Founded

2015

AUM

$271 M

Location

San Antonio, Texas, United States

Investment Ticket

$10-50 m

Investment Stage

Series B Late Stage (Series C+)

Region of investment

North America

Investor profile last updated: 16 August, 2026

Profile

Scaleworks is a private equity firm based in San Antonio, Texas, founded in 2015. The firm specializes in acquiring and operating B2B SaaS companies, taking controlling stakes to drive growth and operational efficiency. With a team of over 400 employees across the US, Canada, and Poland, Scaleworks is known for its hands-on approach and commitment to scaling software businesses.

The firm focuses on the B2B SaaS sector, investing in companies that offer software solutions for business productivity, financial planning, and customer engagement. Scaleworks typically invests in growth-stage companies, with a preference for those generating revenue. The firm manages several funds, including Scaleworks Fund I, II, and III, with a total AUM exceeding $250 million.

Notable investments by Scaleworks include Centage - FP&A software for SMBs, eSkill - pre-employment testing platform, Hussle - prospecting app for direct selling, TrueLoyal - AI-powered loyalty platform, and Full Circle Insights - marketing performance solutions. These investments highlight Scaleworks' focus on enhancing business productivity and operational efficiency.

Industry

Business Services (B2B) Financial Services Fintech IT Services Marketing and Advertising SaaS Software Education Food and Beverage Foodtech Security Energy

Scaleworks Funds

Name	Type	Industry	Stage	Region	Size	AUM	Launch date
Scaleworks Fund I, LP	Private Equity (PE)	Education Financial Services Fintech Food and Beverage Foodtech Marketing and Advertising SaaS Software	Series B Late Stage (Series C+)	North America	$5-10 m	$60 M	February 2017
Scaleworks Fund II	Private Equity (PE)	Education Financial Services Fintech Food and Beverage Foodtech Marketing and Advertising SaaS Software	Series B Late Stage (Series C+)	North America	$5-10 m	$80 M	February 2019
Scaleworks Fund III LP	Private Equity (PE)	Financial Services Fintech Marketing and Advertising SaaS Security Software Energy	Series B Late Stage (Series C+)	North America	$5-10 m	$110 M	June 2023

Contacts

Name

Title

Social Networks

Cody Halff Vice President, Corporate Development

Vice President, Corporate Development

c•••@•••

Jacek Materna Venture Partner

Venture Partner

j•••@•••

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Investment-team contacts for Scaleworks — including verified work emails and LinkedIn profiles — are available to Private Equity List subscribers.
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Contacts sourced from the firm's website and LinkedIn, re-verified on a rolling cycle. Spot a stale contact, or none at all? Report it — we re-run that firm within 48h and get back to you.

FAQs about Scaleworks

Is Scaleworks a venture capital or private equity firm?

Scaleworks is a private equity firm. It backs companies at Series B and Late Stage (Series C+), writing tickets of $10-50 m.

Where is Scaleworks located?

Scaleworks is located in San Antonio, Texas, United States.

When was Scaleworks founded?

Scaleworks was founded in 2015.

What sectors and industries does Scaleworks invest in?

Scaleworks invests in companies and startups in Business Services (B2B), Financial Services, Fintech, IT Services, Marketing and Advertising, SaaS, Software, Education, Food and Beverage, Foodtech, Security, Energy.

What is Scaleworks geographical focus of investments?

Scaleworks invests in companies and startups in North America.

At what stages of companies and startups does Scaleworks typically invest in?

Scaleworks invests in companies and startups at Series B, Late Stage (Series C+).

What is the usual amount of Scaleworks investment?

Scaleworks usually invests $10-50 m on average.

What is the amount of assets of under management (AUM) for Scaleworks?

Scaleworks has around $271m assets under management.

When was Scaleworks last fund created?

Scaleworks last fund was created/launched in 2023-06-02

What are the contacts of Scaleworks?

Scaleworks can be reached through its website scaleworks.com, its LinkedIn page and its X account. Its general enquiries address is [email protected]. Cold-mailing a general inbox rarely reaches a partner, so Private Equity List also lists the investment-team contacts for Scaleworks — names, roles, verified work emails and LinkedIn profiles — available on a Pro plan from $129/month (see pricing). Contacts are sourced from the firm's website and LinkedIn and re-verified on a rolling cycle. Spot a stale contact, or none at all? Report it — we re-run that firm within 48h and get back to you.

Can I access Scaleworks data via API or MCP?

Yes. Every field on this page — profile, funds, investment criteria, portfolio and investment-team contacts — is available programmatically through the Private Equity List REST API and MCP server, so AI assistants such as Claude and ChatGPT can query Scaleworks directly instead of scraping this page. One subscription covers both the web app and machine access — see API & MCP.

When was the Scaleworks profile last updated?

Private Equity List re-verifies investor profiles on a rolling cycle, pulling from the firm's own website and LinkedIn rather than a one-off import. This profile was last updated on 16 August, 2026. Something out of date here? Report it — we re-run that firm within 48h and get back to you.