DFX Intelligence

Data Factory

Private equityFirmbuyoutlower middle market

Scaleworks Capital, LLC

Private Equity

San Antonio, TX

Scaleworks invests in and operates B2B SaaS companies.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:7d32142f-5732-4a25-b5c1-21bd95a8c21c

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 9:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 36
Dated events: 14
On other graphs: 2
Observed: Sep 13, 2026 to Sep 17, 2026
30 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Scaleworks Capital, LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

SCALEWORKS CAPITAL, LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 7
PE funds: 7
Vintages: 2021 to 2024
PE GAV, 2024 filing: $117Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $263M
Investments: 18
Active investments: 4
Size band: LOWER MIDDLE MARKETderivedproxy: $0.12bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
Stated sectors: software
Latest ADV filing: Mar 27, 2024
Employees (ADV): 13
Website: scaleworks.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Scaleworks Fund III, LP	2024	Unknown	Private Equity Fund	n/a	$6.5M
Soilworks Natural Capital LP	2021	Active deployment	Private Equity Fund	n/a	$13.0M
Element Opportunity Fund 1 LP	2021	Unknown	Private Equity Fund	n/a	$15,677
Element Fund 2 LP	2021	Active deployment	Private Equity Fund	n/a	$30.8M
Scaleworks Venture Finance Fund I, LP	n/a	Harvest	Private Equity Fund	n/a	$207,999
Scaleworks Fund I, LP	n/a	Harvest	Private Equity Fund	n/a	$21.5M
Scaleworks Fund II, LP	n/a	Active deployment	Private Equity Fund	n/a	$44.9M

Investments

Company	State	Role	Control	Invested	Exited	Status
Full Circle Insights	n/a	unknown	unknown	n/a	n/a	exited
Import.io	n/a	unknown	unknown	n/a	n/a	exited
Tint	n/a	unknown	unknown	n/a	n/a	exited
Element Finance	n/a	unknown	unknown	n/a	n/a	exited
MailGun	n/a	unknown	unknown	n/a	n/a	exited
Keen	n/a	unknown	unknown	n/a	n/a	exited
Qualaroo	n/a	unknown	unknown	n/a	n/a	exited
FollowUp	n/a	unknown	unknown	n/a	n/a	exited
Assembla	n/a	unknown	unknown	n/a	n/a	exited
Searchspring	n/a	unknown	unknown	n/a	n/a	exited
Profitero	n/a	unknown	unknown	n/a	n/a	exited
Earth Class Mail	n/a	unknown	unknown	n/a	n/a	exited
Filestack	n/a	unknown	unknown	n/a	n/a	exited
Chargify	n/a	unknown	unknown	n/a	n/a	exited
Centage	n/a	unknown	unknown	n/a	n/a	active
eSkill	n/a	unknown	unknown	n/a	n/a	active
Hussle	n/a	unknown	unknown	n/a	n/a	active
TrueLoyal	n/a	unknown	unknown	n/a	n/a	active

Relationships

Employs (10)

→ John GallagherPersonVP of Executive Talent
factThe subject's own site
→ Lew MoormanPersonPartner
factThe subject's own site
→ Ed ByrnePersonPartner
factThe subject's own site
→ Cody HalffPersonVP of Corporate Development
factThe subject's own site
→ Joyce Marie AndrewsPersonCfo, Cco
Jul 1, 2023 to presentfactForm ADV, The subject's own site
→ Lewis Jefferson Moorman (IV)PersonPartner
Dec 1, 2019 to presentfactForm ADV
→ Edward Philip ByrnePersonPartner
Dec 1, 2019 to presentfactForm ADV
→ Erin Marie CampPersonVp, Legal And Cco
Apr 1, 2023 to Oct 16, 2023inferenceForm ADV
→ Christopher Mark WittwerPersonVice President Of Operations And Cco
Dec 1, 2019 to Apr 28, 2023inferenceForm ADV
→ Seema Elizabeth ChackoPersonChief Financial Officer
Dec 1, 2019 to Mar 30, 2023inferenceForm ADV

Invested in (18)

→ CentageCompanyunknown
factThe subject's own site
→ TrueLoyalCompanyunknown
factThe subject's own site
→ HussleCompanyunknown
factThe subject's own site
→ FilestackCompanyunknown
factThe subject's own site
→ ChargifyCompanyunknown
factThe subject's own site
→ eSkillCompanyunknown
factThe subject's own site
→ Full Circle InsightsCompanyunknown
factThe subject's own site
→ Import.ioCompanyunknown
factThe subject's own site
→ TintCompanyunknown
factThe subject's own site
→ Element FinanceCompanyunknown
factThe subject's own site
→ MailGunCompanyunknown
factThe subject's own site
→ KeenCompanyunknown
factThe subject's own site
→ QualarooCompanyunknown
factThe subject's own site
→ FollowUpCompanyunknown
factThe subject's own site
→ AssemblaCompanyunknown
factThe subject's own site
→ SearchspringCompanyunknown
factThe subject's own site
→ ProfiteroCompanyunknown
factThe subject's own site
→ Earth Class MailCompanyunknown
factThe subject's own site

Manages (7)

→ Scaleworks Fund III, LPFundPrivate Equity Fund
Mar 27, 2024 to presentfactForm ADV
→ Soilworks Natural Capital LPFundPrivate Equity Fund
Mar 29, 2021 to presentfactForm ADV
→ Element Opportunity Fund 1 LPFundPrivate Equity Fund
Mar 29, 2021 to presentfactForm ADV
→ Element Fund 2 LPFundPrivate Equity Fund
Mar 29, 2021 to presentfactForm ADV
→ Scaleworks Fund I, LPFundPrivate Equity Fund
Mar 17, 2020 to presentfactForm ADV
→ Scaleworks Fund II, LPFundPrivate Equity Fund
Mar 17, 2020 to presentfactForm ADV
→ Scaleworks Venture Finance Fund I, LPFundPrivate Equity Fund
Mar 17, 2020 to presentfactForm ADV

Dated events

8 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Oct 16, 2023
Person left
Erin Marie Camp (Vp, Legal And Cco) no longer on Schedule A of Scaleworks Capital, LLC
Form ADVobserved 7 days ago
Occurred
Apr 28, 2023
Person left
Christopher Mark Wittwer (Vice President Of Operations And Cco) no longer on Schedule A of Scaleworks Capital, LLC
Form ADVobserved 7 days ago
Occurred
Apr 1, 2023
Person joined
Erin Marie Camp joined Schedule A of Scaleworks Capital, LLC as Vp, Legal And Cco
Form ADVobserved 7 days ago
Occurred
Mar 30, 2023
Person left
Seema Elizabeth Chacko (Chief Financial Officer) no longer on Schedule A of Scaleworks Capital, LLC
Form ADVobserved 7 days ago
Occurred
Dec 1, 2022
Person joined
Joyce Marie Andrews joined Schedule A of Scaleworks Capital, LLC as Vp Of Finance
Form ADVobserved 7 days ago
Occurred
Mar 17, 2020
Adviser first adv filing
Scaleworks Capital, LLC first filed Form ADV in the extract (IA)
Form ADVobserved 7 days ago

Show 8 bookkeeping events

Occurred
Mar 11, 2026
Scaleworks Capital, LLC: Private Equity Funds on Form ADV 7 (2024 extract) -> 5 (roster 2026-09-01)
Occurred
Mar 27, 2024
Scaleworks Fund III, LP first reported on Form ADV by Scaleworks Capital, LLC (Private Equity Fund), GAV $6,538,845
Occurred
Mar 29, 2021
Element Fund 2 LP first reported on Form ADV by Scaleworks Capital, LLC (Private Equity Fund), GAV $20,465,000
Occurred
Mar 29, 2021
Element Opportunity Fund 1 LP first reported on Form ADV by Scaleworks Capital, LLC (Private Equity Fund), GAV $4,459,523
Occurred
Mar 29, 2021
Soilworks Natural Capital LP first reported on Form ADV by Scaleworks Capital, LLC (Private Equity Fund), GAV $20,000,000
Occurred
Mar 17, 2020
Scaleworks Fund I, LP first reported on Form ADV by Scaleworks Capital, LLC (Private Equity Fund), GAV $105,900,000
Occurred
Mar 17, 2020
Scaleworks Fund II, LP first reported on Form ADV by Scaleworks Capital, LLC (Private Equity Fund), GAV $98,237,226
Occurred
Mar 17, 2020
Scaleworks Venture Finance Fund I, LP first reported on Form ADV by Scaleworks Capital, LLC (Private Equity Fund), GAV $10,000,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV), 4 work emails (firm website) · as of 2026-09-17

John Gallagher
VP of Executive Talent · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Lew Moorman
Partner · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Ed Byrne
Partner · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Cody Halff
VP of Corporate Development · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Joyce Marie Andrews
Cfo, Cco · Revealable: 1 professional profile (firm website), 1 work email (firm website)

Also named here, with no published line of their own (reach them through the firm): Lewis Jefferson Moorman (IV) (Partner), Edward Philip Byrne (Partner).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:7d32142f-5732-4a25-b5c1-21bd95a8c21c
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 3 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Scaleworks Capital, LLC

Private Equity

San Antonio, TX

Scaleworks invests in and operates B2B SaaS companies.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:7d32142f-5732-4a25-b5c1-21bd95a8c21c

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 9:28 AM UTC and rebuilt at most every 15 minutes.