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The Venture Codex

Overview

Private equity firm investing in software and tech-enabled companies.

Founded

2012

Deals ยท 12mo

2

Stage focus

Series B

Geographic focus

United States

Sector focus

Banking
Finance
FinTech
SaaS
...

Investment portfolio

19rounds
NAMEDATESIZE
Saviynt
Dec 2025Participated
$700 MSeries B
Veritas Prime
Oct 2025Led
$32 MOther Equity
OnPay
Jan 2025Led
$100 MSeries B
DailyPay
Jan 2024Led
$175 MDebt
Bishop Fox
Jul 2022Led
$75 MSeries B
DailyPay
May 2021Led
$500 MDebt
Kantata
Apr 2019Led
$48 MSeries E
Exiger
Jul 2018Led
$80 MOther Equity
Saviynt
Apr 2018Led
$40 MSeries A
Accolade
Mar 2018Led
$50 MOther Equity
Perfect Sense Digital
Jan 2017Led
$22 MOther Equity
InstaMed
Sep 2016Led
$50 MOther Equity
Saviynt
Dec 2025Participated
$700 MSeries B
Veritas Prime
Oct 2025Led
$32 MOther Equity
OnPay
Jan 2025Led
$100 MSeries B
DailyPay
Jan 2024Led
$175 MDebt
Bishop Fox
Jul 2022Led
$75 MSeries B
DailyPay
May 2021Led
$500 MDebt
Kantata
Apr 2019Led
$48 MSeries E
Exiger
Jul 2018Led
$80 MOther Equity
Saviynt
Apr 2018Led
$40 MSeries A
Accolade
Mar 2018Led
$50 MOther Equity
Perfect Sense Digital
Jan 2017Led
$22 MOther Equity
InstaMed
Sep 2016Led
$50 MOther Equity
19
Items
...
Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

Carrick Capital Partners: 19 funding rounds are recorded in the selected participation categories.All available history.
Carrick Capital Partners: 19 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A20
Series B41
Series C+10
Other Equity90
Debt20

Monthly Deal Activity

Carrick Capital Partners: 19 deals are recorded across 155 months.All available history.
Carrick Capital Partners: 19 deals are recorded across 155 months. All available history
MonthDeals
Dec '131
Jan '140
Feb '140
Mar '140
Apr '140
May '140
Jun '141
Jul '140
Aug '140
Sep '140
Oct '140
Nov '140
Dec '140
Jan '150
Feb '151
Mar '151
Apr '150
May '150
Jun '151
Jul '150
Aug '151
Sep '150
Oct '150
Nov '150
Dec '150
Jan '160
Feb '160
Mar '160
Apr '160
May '160
Jun '160
Jul '161
Aug '160
Sep '161
Oct '160
Nov '160
Dec '160
Jan '171
Feb '170
Mar '170
Apr '170
May '170
Jun '170
Jul '170
Aug '170
Sep '170
Oct '170
Nov '170
Dec '170
Jan '180
Feb '180
Mar '181
Apr '181
May '180
Jun '180
Jul '181
Aug '180
Sep '180
Oct '180
Nov '180
Dec '180
Jan '190
Feb '190
Mar '190
Apr '191
May '190
Jun '190
Jul '190
Aug '190
Sep '190
Oct '190
Nov '190
Dec '190
Jan '200
Feb '200
Mar '200
Apr '200
May '200
Jun '200
Jul '200
Aug '200
Sep '200
Oct '200
Nov '200
Dec '200
Jan '210
Feb '210
Mar '210
Apr '210
May '211
Jun '210
Jul '210
Aug '210
Sep '210
Oct '210
Nov '210
Dec '210
Jan '220
Feb '220
Mar '220
Apr '220
May '220
Jun '220
Jul '221
Aug '220
Sep '220
Oct '220
Nov '220
Dec '220
Jan '230
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '241
Feb '240
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '240
Dec '240
Jan '251
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '250
Aug '250
Sep '250
Oct '251
Nov '250
Dec '251
Jan '260
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Carrick Capital Partners: Enterprise Software is the largest displayed sector by deal count (16 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Carrick Capital Partners: Enterprise Software is the largest displayed sector by deal count (16 deals). All available history
SectorDeals
Enterprise Software16
Professional Services8
Health & Life Sciences7
Data, Analytics & IT7
Fintech4
Cybersecurity & Privacy4
AI & Machine Learning4
Networks, Cloud & Communication2
Hardware & Robotics1
Media & Entertainment1
Clean Energy & Sustainability1
Transportation & Logistics1
Developer Tools1

Deal Size Distribution

Carrick Capital Partners: 19 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Carrick Capital Partners: 19 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M1
$10M-$25M6
$25M-$50M4
$50M-$100M4
$100M-$250M2
$250M-$500M0
$500M-$1B2
$1B+0

Deals By Geography

Carrick Capital Partners: United States has the largest recorded deal count among the displayed regions (19 deals).All available history.

Top 1 of 1 regions; European countries are grouped as Europe.

Carrick Capital Partners: United States has the largest recorded deal count among the displayed regions (19 deals). All available history
RegionDeals
United States19
Carrick Capital Partners: 15 co-investors are shown, with AB Private Credit Investors sharing 1 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Investment Strategy

Carrick Capital Partners: Led accounts for 95% and participating for 5% of round participation.All available history.
Carrick Capital Partners: Led accounts for 95% and participating for 5% of round participation. All available history
CategoryDeals (count)Share (%)
Led1895%
Participating15%
Carrick Capital Partners: Single-lead accounts for 83% and co-led for 17% of lead dynamics.All available history.
Carrick Capital Partners: Single-lead accounts for 83% and co-led for 17% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead1583%
Co-led317%

Team

Aaron Symanski

Senior Vice President

Ivan Whittey

Vice President

Manasi Patwa

Associate

Paul Zolfaghari

Managing Director

Rachit Joshi

Senior Vice President

Steve Unterberger

Managing Director

Suzanne Passalacqua

Senior Vice President

Tashi Lama

Associate