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Who is Scaleworks?
Scaleworks is a private equity firm based in the United States.
Firm facts
Scaleworks
- Type
- private equity firm
- Headquarters
- San Antonio, United States
- Website
- scaleworks.com
- Company page
Industries
Last verified 2026-09-25
How they work
Scaleworks is a San Antonio-based software investment firm that buys and operates B2B SaaS businesses. It calls its approach venture equity: majority ownership, hands-on operating support, low or no debt and reinvestment in growth. Companies operate independently while sharing functions such as finance, recruitment and corporate development. Its published portfolio separates current investments from exited businesses.
Scaleworks says it makes majority acquisitions and uses a standard diligence and legal process. It states that a first call can lead to a term sheet in as little as two weeks, followed by an average 30–60 days to close. Founders may stay in a role or leave. Businesses keep their teams and operate independently, with shared support across finance, recruitment, legal, HR and corporate development.
- Capital model
- Equity-fund model described as venture equity: majority positions, hands-on operations, low or no debt and reinvestment of profits into growth.
- Sector focus
- B2B SaaS companies with products suited to continued growth and a market position the firm believes it can strengthen.
- Majority or minority
- Majority acquisitions.
- Geography
- US and international companies; the published FAQ says location does not restrict its search.
- Ownership
- Companies operate independently, with shared finance, recruitment, legal, HR, office administration and corporate development. Teams do not have to relocate to San Antonio.
- Founder ownership
- Founder flexibility: founders can leave after acquisition or remain in a functional role; both product and existing team receive investment.
- Platform or bolt-on
- Standalone platforms and bolt-on acquisitions. Its historical Fund I summary reports eight businesses and five bolt-ons.
- Capital
- Historical disclosure: its Fund II announcement reports an $80 million equity fund. The page is labelled February 2021 but describes the earlier Fund II launch; it is not a current total-AUM figure.
Their portfolio
Showing 4 of 4 known holdings — coverage is still partial.
Company
Sector
What they do
- SectorSoftware & IT servicesWhat they doCentage develops financial planning and analysis software for small and midsize businesses. Its tools help finance teams prepare budgets, forecasts and financial plans.
- SectorSoftware & IT servicesWhat they doeSkill provides pre-employment testing software and standard or customised hiring assessments. Employers use it to evaluate applicants and build assessments for different job requirements.
- SectorConsumer & retailWhat they doHussle provides prospecting software for direct selling organisations. Its application helps sales teams manage prospecting activity, increase sales and recruit or enrol new participants.
- SectorConsumer & retailWhat they doTrueLoyal develops loyalty and customer-retention software for consumer brands, retailers and distributors. Its platform combines rewards, referrals, receipt scanning, reviews and customer data across online and physical retail channels.
Exited holdings
Confirmed former portfolio companies, shown separately from current holdings.
Company
Sector
What they do
- SectorSoftware & IT servicesWhat they doAssembla provides source-code hosting and version-control management software for enterprises. Its tools support software development teams managing code and development workflows. (exited)
- SectorSoftware & IT servicesWhat they doChargify provides subscription-billing and data-management software for B2B SaaS businesses. Its tools help recurring-revenue businesses manage billing and subscription information. (exited)
- Earth Class MailProf. servicesSectorProfessional & business servicesWhat they doEarth Class Mail provides virtual mailboxes and addresses for businesses and individuals. Its service lets customers access and manage physical postal mail online; the service now sits within LegalZoom. (exited)
- SectorFinancial servicesWhat they doElement Finance provides growth financing for SaaS and recurring-revenue businesses. Its lending model uses recurring revenue to support non-dilutive loans for growth investment. (exited)
- SectorSoftware & IT servicesWhat they doFilestack provides file-handling APIs for software developers. Its tools support uploading, storing, transforming and manipulating images and other types of files. (exited)
- SectorSoftware & IT servicesWhat they doFollowUp provides email productivity tools. Its software helps users track conversations and tasks so that follow-up actions are not missed. (exited)
- SectorSoftware & IT servicesWhat they doFull Circle Insights provides marketing and sales performance measurement software for Salesforce users. Its tools help teams assess their marketing mix and link activity to revenue. (exited)
- SectorSoftware & IT servicesWhat they doImport.io provides technology and services for collecting web data at scale. Its platform helps organisations automate and manage data extraction from websites. (exited)
- SectorSoftware & IT servicesWhat they doKeen provides a managed event-streaming platform for developers, built on Apache Kafka. It supports software teams processing and working with event data. (exited)
- SectorSoftware & IT servicesWhat they doMailgun provides transactional email APIs for software developers. Its service allows applications to send, receive and track email messages. (exited)
- SectorConsumer & retailWhat they doProfitero provides ecommerce performance analytics for consumer brands. Businesses use its data to understand online sales performance and identify opportunities to improve results. (exited)
- SectorSoftware & IT servicesWhat they doQualaroo provides survey software for collecting user feedback. Businesses use it to understand customers and prospects and the reasons behind their decisions. (exited)
- SectorConsumer & retailWhat they doSearchspring provides search and merchandising software for ecommerce websites. Its search technology learns from site activity to improve the relevance of results for shoppers. (exited)
- SectorSoftware & IT servicesWhat they doTINT provides a user-generated content platform for organisations. It helps teams collect and use content from customers, employees and fans in their communications and marketing. (exited)
Sources
- scaleworks.com · portfolio page
- scaleworks.com · website
- scaleworks.com · research
- scaleworks.com · research
The truth, first.Data as at 2026-09-25