The partnership between CaseWorthy and the Boulder-based private equity firm arrives as the demand for integrated human services technology intensifies. CaseWorthy currently supports over 1,000 government agencies and nonprofits, providing a unified platform that manages intake and complex reporting requirements across sectors ranging from behavioral health to homelessness services. By leveraging Rubicon’s expertise in scaling B2B software enterprises, the company plans to deepen integrations across the human services ecosystem and expand its technological capabilities.

Aaron Watson, CEO of CaseWorthy, noted that the collaboration will provide the resources necessary to focus on the company's core mission: empowering organizations to deliver person-centered care. For Alex Kleiner, a partner at Rubicon, the investment is a bet on the platform’s established domain expertise and its potential to streamline service delivery for more than 15 million individual and family cases. Moelis & Company LLC served as the exclusive financial advisor for the transaction, which positions CaseWorthy to pursue a more aggressive product roadmap in the coming fiscal periods.