Escalate Capital Partners

Escalate Capital Partners

Our Portfolio

  • ThreatQuotient
  • Everspring Partners
  • Arcadia
  • Virtustream
  • Phreesia
  • SailPoint
  • RetailMeNot
  • LiveIntent
  • HomeAway
  • bswift
  • Workfront
  • Accolade

View All

Our Mission

Our Team

  • Travis Wood

    Travis Wood

    Travis joins Escalate after a 20-year career at Silicon Valley Bank where he served in various managerial, sales and portfolio oversight roles. Most recently, he was a Managing Director of the Credit Solutions team overseeing the technology portfolio across the southwest. At Escalate, he will be focused on sourcing and managing investments. Travis is a graduate of The University of Texas at Austin.

  • Brendan Scher

    Brendan Scher

    Prior to Escalate, Brendan was an investment banking associate at PJ Solomon. Before business school, he was an assistant vice president in debt capital markets at Deutsche Bank and an associate director at Fitch Ratings. In these capacities, Brendan has spent over a decade developing an expertise across the credit, capital markets, and M&A spectrums. Brendan received an MBA from the University of Texas at Austin and a BS from The College of New Jersey. Brendan is a CFA charterholder.

  • Tony Schell

    Tony Schell

    Prior to Escalate, Tony was a Managing Director of the Technology and Life Sciences Division for Comerica Bank and its predecessor, Imperial Bank. Prior to Comerica, he held a variety of corporate finance positions with The Sabre Group and Coopers & Lybrand. Tony began his career as a commercial lender with MBank Dallas (subsequently acquired by Bank One) and First Gibraltar Bank (subsequently acquired by BofA). Tony earned both a BBA and MBA from The University of Texas at Austin. Tony is also a member of the McCombs School of Business Advisory Council at The University of Texas at Austin and a CPA.

  • Kokila Lozano

    Kokila Lozano

    Kokila joins Escalate after almost a decade of working in the investment management industry focusing on investment due diligence and portfolio analysis. Prior to Escalate, Kokila was at Sendero Wealth Management where she focused on manager due diligence across long-only and alternative strategies, asset allocation, and portfolio management. Kokila began her career at FactSet Research Systems as an investment management consultant. She received a BBA in Finance and BA in Biochemistry from The University of Texas at Austin. Kokila is also an investment committee member of the alumni endowment at The University of Texas at Austin and is a CFA charterholder.

  • Chris Julich

    Chris Julich

    Prior to joining Escalate in 2008, Chris was Senior Market Manager of RBC Centura Bank’s Knowledge Based Industries Group, which he helped launch in the US in 2001. Prior to RBC, Chris was a Vice President with Comerica Bank’s Technology and Life Sciences Group, and managed Comerica’s Research Triangle, NC office. He was also an Associate with Capital Investment Partners, a boutique investment banking firm that focused on M&A and structured financial transactions for mid-market companies in the Southeast. Chris holds a BA from Wake Forest.

  • Simon James

    Simon James

    Simon manages all facets of Escalate’s finance, administration and reporting functions. Prior to Escalate, Simon accumulated over 20 years of senior management experience in the banking industry. Notable positions include Chief Administrative Officer of Comerica’s Technology and Life Sciences Division, Vice President of Silicon Valley Bank’s Semiconductor Industry lending group and lending roles with Credit Suisse, the Industrial Bank of Japan and the Banque Nationale de Paris. Simon earned a BBA from the University of Washington and holds a Project Management Professional (PMP) certification.

  • Chris Hall

    Chris Hall

    Prior to Escalate, Chris was an investment banking associate in the healthcare coverage group at Bank of America Merrill Lynch and an associate at Spindletop Capital, a healthcare focused private equity firm. Before business school, Chris spent 4 years in the Strategy & Operations group of Deloitte Consulting, focusing primarily in healthcare, financial services, M&A and supply chain optimization. Chris received an MBA from the University of Texas and a BBA from Emory University.

  • Ross Cockrell

    Ross Cockrell

    Prior to Escalate, Ross spent 10 years with Austin Ventures where he was a General Partner and focused on investments in software and services. He was responsible for the firm’s investments in Convio, Reactivity, Staktek , iMark, and Whisperwire. Ross spent his early career with Lomas Financial, where he was involved in asset-backed securitization and structured finance. Ross received a BA from Harvard University and an MBA from The University of Texas.

  • Larry Bradshaw

    Larry Bradshaw

    Before joining Escalate in 2005, Larry spent three years as an associate in the Healthcare Corporate Finance Group at JP Morgan. In this capacity, Larry was the primary corporate contact and managed all aspects of several M&A assignments in the healthcare services and medical device sectors. Prior to JPMorgan, Larry was a research analyst at Joel Mogy Investment Counsel in Beverly Hills, CA where he was involved with portfolio management and related equity research functions. Larry received a BS from Duke and an MBA from the University of Texas.

By The Numbers

Total Investments
Total Invested
Investment Size
Current Fund
Funds Raised
Year Founded


Located in Austin, Texas: