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Rachit Joshi

Principal at NextEquity Partners

San Francisco, California

Overview 

Rachit Joshi is a Technology Investor and operator currently serving as a Principal at NextEquity Partners in San Francisco, California. With a background in investment banking and private equity, he has successfully led transactions and served as a board member for various technology companies, specializing in sectors like Generative Tech/AI and Enterprise Infrastructure. Highlights of his career include co-founding Playbook M&A and holding senior roles at Carrick Capital Partners, Symphony Technology Group, and Barclays, where he gained expertise in areas like Mergers & Acquisitions, Corporate Finance, and Financial Analysis.

Work Experience 

  • Principal

    2023 - Current

    Enterprise software and consumer technology mid-stage private investment firm founded by executives from Elevation Partners and Apple. See www.nextequity.com

NextEquity Partners is a growth equity and venture capital firm that is focused on disruptive tech and new media.

  • Co-Founder

    2023

    AI-driven deal modeling platform for investors. Contact sales@playbookmna.com for more info

  • Senior Vice President - Transaction Execution

    2022 - 2023

    Growth equity investments in healthcare and cybersecurity technology businesses. Representative investments include majority recapitalization of Renalogic and $130M series B investment in Bishop Fox

  • Vice President

    2019 - 2022

    Growth equity investments in healthcare and cybersecurity technology businesses. Representative investments include majority recapitalization of Renalogic and $130M series B investment in Bishop Fox

Carrick Capital Partners is a private equity firm that focuses its investments on software, SaaS, and tech-enabled companies.

  • Board Member

    2021 - 2023

Renalogic is a health care company.

  • Vice President

    2018 - 2019

    http://www.stgpartners.com/

  • Associate / Senior Associate

    2015 - 2018

Symphony Technology Group is a private equity firm that invests in and builds software and services companies.

  • Board Member

    2017 - 2019

Erecruit offers staffing software solutions designed to empower people to achieve results.

Raised $35,000,000.00 from North Bridge Venture Partners & Growth Equity, Guidepost Growth Equity and North Bridge Venture Partners & Growth Equity.

  • Board Member

    2018 - 2019

Ventiv Technology is a provider of risk management tools and resources for the risk managers to assess, mitigate, and analyze the risk.

  • Investment Banking Analyst

    2013 - 2015

    TMT & Financial Sponsors

  • Investment Banking Analyst

    2012 - 2013

    M&A and Restructuring

Lazard is a financial advisory and asset management firm focused on income strategies, alternative investments, and private equity funds.

Raised $400,000,000.00.

  • Investment Banking Summer Analyst

    2011 - 2011

    M&A and Restructuring.

Lazard is a financial advisory and asset management firm focused on income strategies, alternative investments, and private equity funds.

Raised $400,000,000.00.

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