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Escalate Capital V

United States
Series A
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About Escalate Capital V

Escalate Capital V is a venture capital firm based in United States, focusing on Series A stage investments. The fund actively supports founders building innovative solutions in SaaS, providing strategic guidance and capital to help startups scale.

Investment Focus

Location / RegionUnited States
Funding StageSeries A
Industry Focus
Saas

Investor Signals Profile

active

Sweet Spot

Later-stage tech/healthcare founder needing $5M–$30M non-dilutive

healthtech
healthcare affordability
fintech
later-stage growth equity
private credit

Bullish Signals

20yr track record; 5 funds since 2005website
$2B+ invested; 500+ companies totalwebsite
$1.3B deployed; 140+ current portfoliowebsite
$350M active fund deploying nowwebsite
100+ yrs team experience; deep benchwebsite
Harvard, UT, Duke, Wake Forest pedigreewebsite
Two co-founders (Cockrell, Schell) since 2005website
Enduring stable capital; less dilutive than equitywebsite
Tailored solutions for each company needwebsite

Contrarian Signals

Credit-first model — not traditional equity VCwebsite
Later-stage only — no seed/Series Awebsite
Smaller check size; often non-lead investorexternal

Founder Do's

Later-stage, rapidly scaling trajectory
Tech, software, services, healthcare sector
Non-dilutive or flexible capital structure
Seeking $5M–$30M check
Value stability over aggressive equity dilution

Founder Don'ts

Early-stage / pre-revenue startups
Outside tech/software/services/healthcare
Need lead institutional equity investor

Key GPs & Partners

LB
Larry Bradshaw
Portfolio Management & Compliance
healthcare M&AJP Morgan alumDuke/UT educated
RC
Ross Cockrell
Co-Founder, Investment Committee
software/services investorAustin Ventures GPHarvard/UT educated
JG
Janan Ghaddar
Originations & Portfolio Management
venture lending expertSVB/WF/TCB alumjoined 2023
CJ
Chris Julich
Investment Committee, Originations & Portfolio Mgmt
tech/life sciences bankerRBC/Comerica alumWake Forest educated
KL
Kokila Lozano
Originations & Portfolio Management, Investment Committee
CFA charterholderbiochemistry/finance dual degreeUT endowment committee
AM
Aharon Modlin
Investment Due Diligence & Portfolio Management
PIMCO alumCAIA charterholderPepperdine educated
TS
Tony Schell
Co-Founder, Investment Committee, Portfolio Management
tech/life sciences lending MDCPAComerica/Imperial alum
TW
Travis Wood
Sourcing & Portfolio Management
SVB alum 20yr careerCredit Solutions MDUT educated

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Fund Overview

Fund Size$350M
Saves0
Website
LinkedIn

Key People

Tony Schell, Chris Julich, Larry Bradshaw

Larry BradshawPortfolio Management & Compliance
Ross CockrellCo-Founder, Investment Committee
Janan GhaddarOriginations & Portfolio Management
Chris JulichInvestment Committee, Originations & Portfolio Mgmt
Kokila LozanoOriginations & Portfolio Management, Investment Committee
Aharon ModlinInvestment Due Diligence & Portfolio Management
Tony SchellCo-Founder, Investment Committee, Portfolio Management
Travis WoodSourcing & Portfolio Management

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