San Francisco and Newport Beach, CA – September 22, 2025 – Carrick Capital Partners, a growth-oriented investment firm focused on software and software-enabled businesses, today announced a majority investment in Intelligo, a leading provider of pre-investment and pre-engagement background checks and continuous subject monitoring that drive compliance with AML, KYC, and other regulations. Carrick’s investment includes a significant capital infusion to accelerate product innovation, expand go-to-market efforts, and pursue strategic opportunities. AB Private Credit Investors, a middle market private capital platform of AllianceBernstein and an Intelligo client, is participating as a co-investor. Trinity Capital, also an Intelligo client, will provide a debt facility.
Intelligo delivers high-accuracy reports and a continuous subject monitoring solution that are relied upon by the world’s leading alternative asset managers, investment banks, wealth managers, investing firms, and other institutions for high-stakes investment and client engagement decisions. The Company’s offering is differentiated through its unique coupling of human research expertise with a technology core, which includes deterministic, patent-protected entity resolution paired with more than one hundred proprietary, source-specific AI models to maximize coverage and speed while maintaining audit-ready transparency. Customers also benefit from a best-in-class client portal, through which Intelligo’s continuous subject monitoring is delivered.
“We’ve invested years and significant capital to build a foundation that leverages AI for a verifiable signal – not more noise. The outcome is speed and results that are defensible through findings linked to provenance, timestamps, and human expertise,” explained Ed Montes, CEO of Intelligo. “Carrick has extensive experience scaling technology-enabled services businesses, including previous successful investments in the risk and compliance sector. This market knowledge along with Carrick’s operational expertise and network will help us better serve existing and new clients and become the preeminent provider in our industry.”
“It is rare to come across a company that makes you think ‘this is the future’ from the perspectives of both what is being delivered to customers and how it is being delivered. After meeting Ed and his team and speaking with their clients, it became obvious that Intelligo is both of those futures in this market,” said Ivan Whittey, Director at Carrick Capital Partners. “Intelligo has balanced focusing on technology and product while not losing sight of the irreplaceable value of human expertise for an offering where precision and reliability are non-negotiables for clients. As long-term market participants and users of these services, we are thrilled to partner with Intelligo because it offers a best-in-class user experience for reports and continuous monitoring – bar none,” added Marc McMorris, Co-CEO of Carrick Capital Partners.
About Intelligo
Intelligo is a leading risk intelligence platform that blends patent‑protected deterministic entity resolution with AI and expert human analysis to deliver a 360° view of people and companies. Specialties include pre‑investment and pre‑engagement background checks, continuous subject monitoring, and executive diligence—so institutions can uncover facts, assess risk, and make informed decisions with confidence. Our approach is patent‑protected for a complete‑list–style method of matching people and companies to the correct real‑world identity, reducing duplicates and false positives and improving decision quality. Learn more at www.intelligo.ai.
About Carrick Capital Partners
Headquartered in San Francisco and Newport Beach, Carrick Capital Partners is a growth-oriented investment firm that utilizes ABV (Approach to Building Value) to operationally scale fast-growing, software-enabled businesses. Carrick adds value by taking a concentrated approach and dedicating significant resources post-investment. Leveraging decades of experience, Carrick helps scale great companies to maximize returns for investors, stimulate economic growth, and positively impact the industry landscape. Working directly with CEOs and entrepreneurs, Carrick addresses a vital need for investment capital and growth expertise. For more information, please visit www.carrickcapitalpartners.com.
