Company lists · Data refreshed September 2026
Top 25 Portfolio company management software companies worldwide
RevenueBase identified 990 company matches for portfolio company management software companies worldwide as of September 2026 and tracks 19,459 professional contacts across them, including 8,443 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for portfolio company management software companies worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 29, 2026. Country and city lists for portfolio company management software companies follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest portfolio company management software companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,966 contacts → | ||||
Exact match “Carta powers interconnectivity in private markets, uniting data, people, and workflows in one connected system.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 881 contacts → | ||||
Exact match “TA is a leading global private equity firm focused on scaling growth in profitable companies.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 839 contacts → | ||||
Exact match “Vista Equity Partners (Vista) is a leading global technology investor specializing in software.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 616 contacts → | ||||
Exact match “Allvue Systems is a recognized leader of cloud-based technology, data, and services solutions for alternative investment managers in the private capital markets.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 513 contacts → | ||||
Exact match “PSG is a growth equity firm that partners with software and technology-enabled services companies to help them navigate transformational growth, capitalize on strategic…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 496 contacts → | ||||
Exact match “As a leading player in vertical market software (VMS), Valsoft combines industry expertise with a unique buy-and-hold investment philosophy, managing a growing portfolio of…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 478 contacts → | ||||
Exact match “Eton Solutions is an ERP software product (AtlasFive and EtonAI) and services company founded to handle the complexities of servicing Family Offices, Wealth Owners, RIAs, Business…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 416 contacts → | ||||
Exact match “Qapita is an equity management platform with offices in Singapore, India, Indonesia and the United States.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 378 contacts → | ||||
Exact match “While other purchasers of business seek economies of scale through centralization, we have taken the opposite approach.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 337 contacts → | ||||
Exact match “W Capital Partners is a private equity firm that provides secondary liquidity to shareholders in private businesses and growth capital for those companies.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 292 contacts → | ||||
Exact match “York IE® is an investment and operating firm that combines a family of funds with a hands-on operating platform to build and back software companies.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 287 contacts → | ||||
Exact match “Aspire Software is a global software investment and operating company focused on acquiring, building, and scaling exceptional vertical market software businesses.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 245 contacts → | ||||
Exact match “Banyan Software provides the best permanent home for successful enterprise software businesses, their employees, and customers to preserve the legacy of founders, while helping…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 224 contacts → | ||||
Exact match “Mutares - The equity entrepreneurs Mutares SE & Co.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 208 contacts → | ||||
Exact match “Aumni, a J.P.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 206 contacts → | ||||
Exact match “Dakota is a financial, software, data and media company based in Philadelphia, PA.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 195 contacts → | ||||
Exact match “Lumine Group acquires, strengthens, and grows companies in the communications and media software industry.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 176 contacts → | ||||
Exact match “Synaptic is a leading data intelligence platform for private investors – supporting multiple stages of the investment process from deal sourcing to portfolio management.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 173 contacts → | ||||
Exact match “InvestorFlow is the leading AI-powered platform for capital formation, deployment and investor engagement in the private markets.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 172 contacts → | ||||
Exact match “Welcome to HappyCo!” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 168 contacts → | ||||
Exact match “LLR Partners is a lower middle market private equity firm focused on investing in software and tech-enabled companies within the knowledge economy.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 163 contacts → | ||||
Exact match “Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 159 contacts → | ||||
Exact match “FALCON, Private Equity’s C-Suite Recruiter, is built to drive top-quartile performance for CEOs, CFOs, GPs and LPs who participate in the private equity-backed, middle market.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 157 contacts → | ||||
Exact match “Chronograph provides market-leading portfolio monitoring, valuation, and analytics tools for private capital investors.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 152 contacts → | ||||
Exact match “Founded in 1992, JMI Equity has focused on investing in exceptional software and AI-driven companies from scaling stages through later growth.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “portfolio company management software companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 990 portfolio company management software companies worldwide
See the full list, filter by size, metro and specialty, and access 8,443 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio company management software companies worldwide at a glance
As of Sep 29, 2026Companies by employee count
Email recency is reported on each country list linked below.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- Coverage
- Every country. Country and city lists for portfolio company management software companies are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “portfolio company management software companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 8,443 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Portfolio company management software companies by location
8 lists · largest firstEvery Portfolio company management software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Portfolio company management software companies based in the United States398
- Portfolio company management software companies based in the United Kingdom67
- Portfolio company management software companies based in Canada51
- Portfolio company management software companies based in Germany33
- Portfolio company management software companies based in France27
Cities
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “portfolio company management software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio company management software companies are there worldwide?
RevenueBase identified 990 company matches for portfolio company management software companies worldwide as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
CARTA tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most portfolio company management software companies?
The United States leads with 398 companies, followed by the United Kingdom (67) and Canada (51). Every portfolio company management software companies list by country and city is linked on this page.
Which city has the most portfolio company management software companies?
London leads with 51 company records, followed by New York (50) and San Francisco (30).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 8,443 professional contacts with verified work emails tracked across these 990 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 990 portfolio company management software companies worldwide. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
Company intelligence · public preview
Top 25 portfolio company management software companies worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 990 matching company records for portfolio company management software companies worldwide, with 19,459 tracked contacts and 8,443 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 portfolio company management software companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  CARTAcarta.comHQ: San Francisco, CA, United StatesReported employees: 1,001-5,000 | San Francisco, CA, United States | 1,001-5,000 | Exact match | 1,966 contacts → |
“Carta powers interconnectivity in private markets, uniting data, people, and workflows in one connected system.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  TA Associatesta.comHQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 881 contacts → |
“TA is a leading global private equity firm focused on scaling growth in profitable companies.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Vista Equity Partnersvistaequitypartners.comHQ: Austin, TX, United StatesReported employees: 501-1,000 | Austin, TX, United States | 501-1,000 | Exact match | 839 contacts → |
“Vista Equity Partners (Vista) is a leading global technology investor specializing in software.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Allvue Systemsallvuesystems.comHQ: Coral Gables, FL, United StatesReported employees: 501-1,000 | Coral Gables, FL, United States | 501-1,000 | Exact match | 616 contacts → |
“Allvue Systems is a recognized leader of cloud-based technology, data, and services solutions for alternative investment managers in the private capital markets.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  PSGpsgequity.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 513 contacts → |
“PSG is a growth equity firm that partners with software and technology-enabled services companies to help them navigate transformational growth, capitalize on strategic…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Valsoft Corporationvalsoftcorp.comHQ: Saint-laurent, CanadaReported employees: 1,001-5,000 | Saint-laurent, Canada | 1,001-5,000 | Exact match | 496 contacts → |
“As a leading player in vertical market software (VMS), Valsoft combines industry expertise with a unique buy-and-hold investment philosophy, managing a growing portfolio of…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Eton Solutions LPeton-solutions.comHQ: Morrisville, NC, United StatesReported employees: 201-500 | Morrisville, NC, United States | 201-500 | Exact match | 478 contacts → |
“Eton Solutions is an ERP software product (AtlasFive and EtonAI) and services company founded to handle the complexities of servicing Family Offices, Wealth Owners, RIAs, Business…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Qapitaqapita.com HQ: SingaporeReported employees: 201-500 | Singapore | 201-500 | Exact match | 416 contacts → |
“Qapita is an equity management platform with offices in Singapore, India, Indonesia and the United States.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Perseus Group, Constellation Softwarecsiperseus.comHQ: Markham, ON, CanadaReported employees: 10001+ | Markham, ON, Canada | 10001+ | Exact match | 378 contacts → |
“While other purchasers of business seek economies of scale through centralization, we have taken the opposite approach.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  W Capital Partnerswcapgroup.comHQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 337 contacts → |
“W Capital Partners is a private equity firm that provides secondary liquidity to shareholders in private businesses and growth capital for those companies.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  York IEyork.ieHQ: Manchester, NH, United StatesReported employees: 201-500 | Manchester, NH, United States | 201-500 | Exact match | 292 contacts → |
“York IE® is an investment and operating firm that combines a family of funds with a hands-on operating platform to build and back software companies.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Aspire Softwareaspiresoftware.comHQ: Montreal, QC, CanadaReported employees: 1,001-5,000 | Montreal, QC, Canada | 1,001-5,000 | Exact match | 287 contacts → |
“Aspire Software is a global software investment and operating company focused on acquiring, building, and scaling exceptional vertical market software businesses.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Banyan Softwarebanyansoftware.comHQ: Atlanta, GA, United StatesReported employees: 1,001-5,000 | Atlanta, GA, United States | 1,001-5,000 | Exact match | 245 contacts → |
“Banyan Software provides the best permanent home for successful enterprise software businesses, their employees, and customers to preserve the legacy of founders, while helping…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Mutares SE & Co. Kgaamutares.deHQ: Munich, GermanyReported employees: 10001+ | Munich, Germany | 10001+ | Exact match | 224 contacts → |
“Mutares - The equity entrepreneurs Mutares SE & Co.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  AUMNIaumni.fundHQ: Salt Lake City, UT, United StatesReported employees: 201-500 | Salt Lake City, UT, United States | 201-500 | Exact match | 208 contacts → |
“Aumni, a J.P.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Dakotadakota.comHQ: Bryn Mawr, PA, United StatesReported employees: 51-200 | Bryn Mawr, PA, United States | 51-200 | Exact match | 206 contacts → |
“Dakota is a financial, software, data and media company based in Philadelphia, PA.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Lumine Groupluminegroup.comHQ: Toronto, CanadaReported employees: 1,001-5,000 | Toronto, Canada | 1,001-5,000 | Exact match | 195 contacts → |
“Lumine Group acquires, strengthens, and grows companies in the communications and media software industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Synapticsynaptic.comHQ: San Francisco, United StatesReported employees: 51-200 | San Francisco, United States | 51-200 | Exact match | 176 contacts → |
“Synaptic is a leading data intelligence platform for private investors – supporting multiple stages of the investment process from deal sourcing to portfolio management.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Investorflowinvestorflow.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 173 contacts → |
“InvestorFlow is the leading AI-powered platform for capital formation, deployment and investor engagement in the private markets.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Happycohappy.coHQ: Carlsbad, CA, United StatesReported employees: 201-500 | Carlsbad, CA, United States | 201-500 | Exact match | 172 contacts → |
“Welcome to HappyCo!” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  LLR Partnersllrpartners.comHQ: Philadelphia, PA, United StatesReported employees: 51-200 | Philadelphia, PA, United States | 51-200 | Exact match | 168 contacts → |
“LLR Partners is a lower middle market private equity firm focused on investing in software and tech-enabled companies within the knowledge economy.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Stavtar Solutionsstavtar.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 163 contacts → |
“Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Falconfalcon-pe.comHQ: Cleveland, OH, United StatesReported employees: Not recorded | Cleveland, OH, United States | Not recorded | Exact match | 159 contacts → |
“FALCON, Private Equity’s C-Suite Recruiter, is built to drive top-quartile performance for CEOs, CFOs, GPs and LPs who participate in the private equity-backed, middle market.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Chronographchronograph.peHQ: Brooklyn, United StatesReported employees: 51-200 | Brooklyn, United States | 51-200 | Exact match | 157 contacts → |
“Chronograph provides market-leading portfolio monitoring, valuation, and analytics tools for private capital investors.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  JMI Equityjmi.comHQ: Washington, DC, United StatesReported employees: 51-200 | Washington, DC, United States | 51-200 | Exact match | 152 contacts → |
“Founded in 1992, JMI Equity has focused on investing in exceptional software and AI-driven companies from scaling stages through later growth.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 990 company matches
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Portfolio company management software companies: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
989 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 990 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Portfolio company management software companies by location
8 lists · largest firstEvery Portfolio company management software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Portfolio company management software companies based in the United States398
- Portfolio company management software companies based in the United Kingdom67
- Portfolio company management software companies based in Canada51
- Portfolio company management software companies based in Germany33
- Portfolio company management software companies based in France27
Cities
Questions about this company list
What does Exact match mean for portfolio company management software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio company management software companies did RevenueBase find worldwide?
The saved snapshot records 990 matching company records, 19,459 tracked contacts and 8,443 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 portfolio company management software companies worldwide. Snapshot: September 29, 2026. https://revenuebase.ai/companies/browse/portfolio-company-management-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 portfolio company management software companies worldwide
RevenueBase records 990 matching company records for portfolio company management software companies worldwide, with 19,459 tracked contacts and 8,443 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 portfolio company management software companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | CARTAcarta.com HQ: San Francisco, CA, United StatesReported employees: 1,001-5,000 | San Francisco, CA, United States | 1,001-5,000 | Exact match | 1,966 contacts → |
“Carta powers interconnectivity in private markets, uniting data, people, and workflows in one connected system.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | TA Associatesta.com HQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 881 contacts → |
“TA is a leading global private equity firm focused on scaling growth in profitable companies.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Vista Equity Partnersvistaequitypartners.com HQ: Austin, TX, United StatesReported employees: 501-1,000 | Austin, TX, United States | 501-1,000 | Exact match | 839 contacts → |
“Vista Equity Partners (Vista) is a leading global technology investor specializing in software.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Allvue Systemsallvuesystems.com HQ: Coral Gables, FL, United StatesReported employees: 501-1,000 | Coral Gables, FL, United States | 501-1,000 | Exact match | 616 contacts → |
“Allvue Systems is a recognized leader of cloud-based technology, data, and services solutions for alternative investment managers in the private capital markets.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | PSGpsgequity.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 513 contacts → |
“PSG is a growth equity firm that partners with software and technology-enabled services companies to help them navigate transformational growth, capitalize on strategic…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Valsoft Corporationvalsoftcorp.com HQ: Saint-laurent, CanadaReported employees: 1,001-5,000 | Saint-laurent, Canada | 1,001-5,000 | Exact match | 496 contacts → |
“As a leading player in vertical market software (VMS), Valsoft combines industry expertise with a unique buy-and-hold investment philosophy, managing a growing portfolio of…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Eton Solutions LPeton-solutions.com HQ: Morrisville, NC, United StatesReported employees: 201-500 | Morrisville, NC, United States | 201-500 | Exact match | 478 contacts → |
“Eton Solutions is an ERP software product (AtlasFive and EtonAI) and services company founded to handle the complexities of servicing Family Offices, Wealth Owners, RIAs, Business…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Qapitaqapita.com HQ: SingaporeReported employees: 201-500 | Singapore | 201-500 | Exact match | 416 contacts → |
“Qapita is an equity management platform with offices in Singapore, India, Indonesia and the United States.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Perseus Group, Constellation Softwarecsiperseus.com HQ: Markham, ON, CanadaReported employees: 10001+ | Markham, ON, Canada | 10001+ | Exact match | 378 contacts → |
“While other purchasers of business seek economies of scale through centralization, we have taken the opposite approach.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | W Capital Partnerswcapgroup.com HQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 337 contacts → |
“W Capital Partners is a private equity firm that provides secondary liquidity to shareholders in private businesses and growth capital for those companies.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | York IEyork.ie HQ: Manchester, NH, United StatesReported employees: 201-500 | Manchester, NH, United States | 201-500 | Exact match | 292 contacts → |
“York IE® is an investment and operating firm that combines a family of funds with a hands-on operating platform to build and back software companies.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Aspire Softwareaspiresoftware.com HQ: Montreal, QC, CanadaReported employees: 1,001-5,000 | Montreal, QC, Canada | 1,001-5,000 | Exact match | 287 contacts → |
“Aspire Software is a global software investment and operating company focused on acquiring, building, and scaling exceptional vertical market software businesses.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Banyan Softwarebanyansoftware.com HQ: Atlanta, GA, United StatesReported employees: 1,001-5,000 | Atlanta, GA, United States | 1,001-5,000 | Exact match | 245 contacts → |
“Banyan Software provides the best permanent home for successful enterprise software businesses, their employees, and customers to preserve the legacy of founders, while helping…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Mutares SE & Co. Kgaamutares.de HQ: Munich, GermanyReported employees: 10001+ | Munich, Germany | 10001+ | Exact match | 224 contacts → |
“Mutares - The equity entrepreneurs Mutares SE & Co.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | AUMNIaumni.fund HQ: Salt Lake City, UT, United StatesReported employees: 201-500 | Salt Lake City, UT, United States | 201-500 | Exact match | 208 contacts → |
“Aumni, a J.P.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Dakotadakota.com HQ: Bryn Mawr, PA, United StatesReported employees: 51-200 | Bryn Mawr, PA, United States | 51-200 | Exact match | 206 contacts → |
“Dakota is a financial, software, data and media company based in Philadelphia, PA.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Lumine Groupluminegroup.com HQ: Toronto, CanadaReported employees: 1,001-5,000 | Toronto, Canada | 1,001-5,000 | Exact match | 195 contacts → |
“Lumine Group acquires, strengthens, and grows companies in the communications and media software industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Synapticsynaptic.com HQ: San Francisco, United StatesReported employees: 51-200 | San Francisco, United States | 51-200 | Exact match | 176 contacts → |
“Synaptic is a leading data intelligence platform for private investors – supporting multiple stages of the investment process from deal sourcing to portfolio management.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Investorflowinvestorflow.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 173 contacts → |
“InvestorFlow is the leading AI-powered platform for capital formation, deployment and investor engagement in the private markets.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Happycohappy.co HQ: Carlsbad, CA, United StatesReported employees: 201-500 | Carlsbad, CA, United States | 201-500 | Exact match | 172 contacts → |
“Welcome to HappyCo!” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | LLR Partnersllrpartners.com HQ: Philadelphia, PA, United StatesReported employees: 51-200 | Philadelphia, PA, United States | 51-200 | Exact match | 168 contacts → |
“LLR Partners is a lower middle market private equity firm focused on investing in software and tech-enabled companies within the knowledge economy.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Stavtar Solutionsstavtar.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 163 contacts → |
“Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Falconfalcon-pe.com HQ: Cleveland, OH, United StatesReported employees: Not recorded | Cleveland, OH, United States | Not recorded | Exact match | 159 contacts → |
“FALCON, Private Equity’s C-Suite Recruiter, is built to drive top-quartile performance for CEOs, CFOs, GPs and LPs who participate in the private equity-backed, middle market.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Chronographchronograph.pe HQ: Brooklyn, United StatesReported employees: 51-200 | Brooklyn, United States | 51-200 | Exact match | 157 contacts → |
“Chronograph provides market-leading portfolio monitoring, valuation, and analytics tools for private capital investors.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | JMI Equityjmi.com HQ: Washington, DC, United StatesReported employees: 51-200 | Washington, DC, United States | 51-200 | Exact match | 152 contacts → |
“Founded in 1992, JMI Equity has focused on investing in exceptional software and AI-driven companies from scaling stages through later growth.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Portfolio company management software companies: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
989 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 990 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Portfolio company management software companies by location
8 lists · largest firstEvery Portfolio company management software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Portfolio company management software companies based in the United States398
- Portfolio company management software companies based in the United Kingdom67
- Portfolio company management software companies based in Canada51
- Portfolio company management software companies based in Germany33
- Portfolio company management software companies based in France27
Cities
Questions about this company list
What does Exact match mean for portfolio company management software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio company management software companies did RevenueBase find worldwide?
The saved snapshot records 990 matching company records, 19,459 tracked contacts and 8,443 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 portfolio company management software companies worldwide. Snapshot: September 29, 2026. https://revenuebase.ai/companies/browse/portfolio-company-management-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗