Scaleworks
Overview
Scaleworks is a San Antonio-based investment firm that acquires and operates lower middle-market B2B SaaS companies using a hands-on "Venture Equity" model.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Patron Points | May 2026 | VC Round | Co-investor |
| TrueLoyal | Sep 2018 | M&A | Co-investor |
| Kenn Software | Dec 2017 | M&A | Lead |
| Athos Commerce | Sep 2022 | Growth Equity | Co-investor |
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Key People
Ed Byrne
Co-Founder And General Partner
Fergus Burns
Venture Partner
Jacek Materna
Venture Partner
Sameer Kamat
Venture Partner
Paul Lynch
COO Venture Partner
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Scaleworks based?
Scaleworks is headquartered in San Antonio, Texas, United States.
When was Scaleworks founded?
Scaleworks was founded in 2015.
How many portfolio companies does Scaleworks have?
Scaleworks has 7 portfolio companies in Caplight's dataset.
What are some companies in Scaleworks's portfolio?
Portfolio companies visible on Caplight include Patron Points, TrueLoyal, Kenn Software, Athos Commerce.
What was Scaleworks's most recent investment shown here?
Scaleworks's most recent investment in this portfolio sample was in Patron Points in 2026.
What sectors does Scaleworks focus on?
Scaleworks focuses on Enterprise Software, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Consumer & Commerce, AI, Data & Cloud Infrastructure, Consumer & Commerce, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software, Consumer & Commerce.
What company stages does Scaleworks focus on?
Scaleworks typically invests at the Early stage.
What is Scaleworks's AUM?
Scaleworks's assets under management are estimated between $250.0M and $500.0M.