# Scaleworks

Scaleworks is a Private Equity based in San Antonio, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** San Antonio, United States
- **Region:** North America
- **Address:** San Antonio, TX, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** www.scaleworks.com
- **LinkedIn:** https://www.linkedin.com/company/scaleworks

## Regulatory record

- **CRD number:** 306560
- **SEC file number:** 801-118462
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306560

## About

Scaleworks is an SEC-registered investment adviser in San Antonio, TX, registered since 2020. The firm manages approximately $198 million in regulatory assets. It has 11 employees and 7 investment advisers.

## Sectors

- Enterprise Software
- SaaS

## Questions

### How does Scaleworks source companies for its portfolio?

Scaleworks targets established B2B SaaS businesses that have moved beyond the startup phase, often operating in vertical niches or horizontal tooling markets. The firm scouts companies through operator networks, inbound founder relationships, and its curated weekly SaaS newsletter which surfaces durable vertical-software dynamics. Portfolio additions like Centage and Earth Class Mail reflect a preference for businesses with sticky recurring revenue and built-out customer bases.

### Does Scaleworks operate with a fixed fund lifecycle and LP investors?

Scaleworks does not publicly disclose its capital structure, including whether it draws on institutional limited partners or a permanent capital base. Its model expressly avoids the traditional private equity fund clock, holding companies indefinitely. This structure shifts incentives toward compounding operational value over time rather than engineering short-term exits to meet LP return windows.

### What investment stages does Scaleworks target?

Scaleworks focuses on expansion and late-stage B2B SaaS companies with proven products, existing customer traction, and recurring revenue streams. It does not engage in early-stage venture seed rounds. Portfolio examples such as Profitero and Searchspring illustrate the firm’s appetite for businesses that have already demonstrated product-market fit and are ready to scale through operational leverage.

## Related profiles

- [ScaleWolf](https://altss.com/profile/scalewolf)
- [ScaleX](https://altss.com/profile/scalex)

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Last updated: 2026-06-03T20:00:00.000Z

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