Company lists · Data refreshed September 2026
Top 25 Portfolio company management software companies based in the United States
RevenueBase identified 398 company matches for portfolio company management software companies associated with the United States as of September 2026 and tracks 11,964 professional contacts across them, including 6,080 with verified work emails. New York is the largest hub.
This list covers company matches for portfolio company management software companies associated with the United States, 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.
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 based in the United States
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 | 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 | |||||
| 7 | 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 | |||||
| 8 | 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 | |||||
| 9 | 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 | |||||
| 10 | 208 contacts → | ||||
Exact match “Aumni, a J.P.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 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 | |||||
| 12 | 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 | |||||
| 13 | 172 contacts → | ||||
Exact match “Welcome to HappyCo!” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 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 | |||||
| 15 | 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 | |||||
| 16 | 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 | |||||
| 17 | 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 | |||||
| 18 | 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 | |||||
| 19 | 145 contacts → | ||||
Exact match “Marlin Equity Partners is a global investment firm with nearly $10 billion in capital commitments specializing in the software, technology and services sectors.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 121 contacts → | ||||
Exact match “K1 is a leading investment firm focusing on high-growth enterprise software companies globally.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 115 contacts → | ||||
Exact match “For more than 30 years, Advanced Solutions, a privately held company, focused on long-term investments in technology companies that deliver profound and positive engineering…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 106 contacts → | ||||
Exact match “Turn/River Capital is a private equity firm that applies a proprietary growth engineering strategy to investing, partnering with software businesses to accelerate growth and build…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 104 contacts → | ||||
Exact match “Lead Edge Capital is a $9 billion growth equity firm backing software, internet, and tech-enabled businesses around the world.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 101 contacts → | ||||
Exact match “STG is a private equity firm focused on funding innovative software and software-enabled tech services leaders in the mid-market.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 98 contacts → | ||||
Exact match “PartnerOne acquires and grows enterprise software companies for the long term.” 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 398 portfolio company management software companies based in the United States
See the full list, filter by size, metro and specialty, and access 6,080 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio company management software companies based in the United States at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 398 companies.
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.
- What qualifies
- Company records associated with the United States 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. Where headquarters information is recorded, preview rows are also filtered to this page’s location. 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 6,080 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 metro
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 based in the United States?
RevenueBase identified 398 company matches for portfolio company management software companies associated with the United States 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 city has the most portfolio company management software companies?
New York leads with 54 company records, followed by San Francisco (30) and Austin (22).
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 6,080 professional contacts with verified work emails tracked across these 398 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 398 portfolio company management software companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Portfolio company management software companies by geography
- Portfolio company management software companies based in London, United Kingdom
- Portfolio company management software companies based in New York, United States
- Portfolio company management software companies based in San Francisco, United States
- Portfolio company management software companies based in Canada
- Portfolio company management software companies based in France
- Portfolio company management software companies based in Germany
- Portfolio company management software companies based in the United Kingdom
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio company management software companies based in London, United Kingdom
- Portfolio company management software companies based in New York, United States
- Portfolio company management software companies based in San Francisco, United States
- Portfolio company management software companies based in Canada
- Portfolio company management software companies based in France
- Portfolio company management software companies based in Germany
Company intelligence · public preview
Top 25 portfolio company management software companies based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 398 matching company records for portfolio company management software companies based in the United States, with 11,964 tracked contacts and 6,080 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 based in the United States
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 |  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. | |||||
| 7 |  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. | |||||
| 8 |  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. | |||||
| 9 |  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. | |||||
| 10 |  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. | |||||
| 11 |  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. | |||||
| 12 |  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. | |||||
| 13 |  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. | |||||
| 14 |  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. | |||||
| 15 |  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. | |||||
| 16 |  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. | |||||
| 17 |  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. | |||||
| 18 |  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. | |||||
| 19 |  Marlin Equity Partnersmarlinequity.comHQ: Hermosa Beach, CA, United StatesReported employees: 51-200 | Hermosa Beach, CA, United States | 51-200 | Exact match | 145 contacts → |
“Marlin Equity Partners is a global investment firm with nearly $10 billion in capital commitments specializing in the software, technology and services sectors.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | K1 Investment Managementk1.com HQ: Manhattan Beach, CA, United StatesReported employees: 51-200 | Manhattan Beach, CA, United States | 51-200 | Exact match | 121 contacts → |
“K1 is a leading investment firm focusing on high-growth enterprise software companies globally.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Advanced Solutionsadvancedsolutions.comHQ: Louisville, KY, United StatesReported employees: 51-200 | Louisville, KY, United States | 51-200 | Exact match | 115 contacts → |
“For more than 30 years, Advanced Solutions, a privately held company, focused on long-term investments in technology companies that deliver profound and positive engineering…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Turn River Capitalturnriver.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 106 contacts → |
“Turn/River Capital is a private equity firm that applies a proprietary growth engineering strategy to investing, partnering with software businesses to accelerate growth and build…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Lead Edge Capitalleadedge.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 104 contacts → |
“Lead Edge Capital is a $9 billion growth equity firm backing software, internet, and tech-enabled businesses around the world.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Menlo Park, CA, United StatesReported employees: 51-200 | Menlo Park, CA, United States | 51-200 | Exact match | 101 contacts → |
“STG is a private equity firm focused on funding innovative software and software-enabled tech services leaders in the mid-market.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Partneronepartnerone.comHQ: Riverside, CA, United StatesReported employees: 201-500 | Riverside, CA, United States | 201-500 | Exact match | 98 contacts → |
“PartnerOne acquires and grows enterprise software companies for the long term.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 398 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
398 records in the displayed employee bands.
0 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 worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 398 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 metro
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 based in the United States?
The saved snapshot records 398 matching company records, 11,964 tracked contacts and 6,080 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.
Related lists
Portfolio company management software companies by geography
- Portfolio company management software companies based in London, United Kingdom
- Portfolio company management software companies based in New York, United States
- Portfolio company management software companies based in San Francisco, United States
- Portfolio company management software companies based in Canada
- Portfolio company management software companies based in France
- Portfolio company management software companies based in Germany
- Portfolio company management software companies based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 portfolio company management software companies based in the United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/portfolio-company-management-software-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio company management software companies based in London, United Kingdom
- Portfolio company management software companies based in New York, United States
- Portfolio company management software companies based in San Francisco, United States
- Portfolio company management software companies based in Canada
- Portfolio company management software companies based in France
- Portfolio company management software companies based in Germany
Company intelligence · public preview
Top 25 portfolio company management software companies based in the United States
RevenueBase records 398 matching company records for portfolio company management software companies based in the United States, with 11,964 tracked contacts and 6,080 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 based in the United States
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 | 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. | |||||
| 7 | 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. | |||||
| 8 | 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. | |||||
| 9 | 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. | |||||
| 10 | 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. | |||||
| 11 | 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. | |||||
| 12 | 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. | |||||
| 13 | 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. | |||||
| 14 | 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. | |||||
| 15 | 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. | |||||
| 16 | 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. | |||||
| 17 | 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. | |||||
| 18 | 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. | |||||
| 19 | Marlin Equity Partnersmarlinequity.com HQ: Hermosa Beach, CA, United StatesReported employees: 51-200 | Hermosa Beach, CA, United States | 51-200 | Exact match | 145 contacts → |
“Marlin Equity Partners is a global investment firm with nearly $10 billion in capital commitments specializing in the software, technology and services sectors.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | K1 Investment Managementk1.com HQ: Manhattan Beach, CA, United StatesReported employees: 51-200 | Manhattan Beach, CA, United States | 51-200 | Exact match | 121 contacts → |
“K1 is a leading investment firm focusing on high-growth enterprise software companies globally.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Advanced Solutionsadvancedsolutions.com HQ: Louisville, KY, United StatesReported employees: 51-200 | Louisville, KY, United States | 51-200 | Exact match | 115 contacts → |
“For more than 30 years, Advanced Solutions, a privately held company, focused on long-term investments in technology companies that deliver profound and positive engineering…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Turn River Capitalturnriver.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 106 contacts → |
“Turn/River Capital is a private equity firm that applies a proprietary growth engineering strategy to investing, partnering with software businesses to accelerate growth and build…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Lead Edge Capitalleadedge.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 104 contacts → |
“Lead Edge Capital is a $9 billion growth equity firm backing software, internet, and tech-enabled businesses around the world.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Menlo Park, CA, United StatesReported employees: 51-200 | Menlo Park, CA, United States | 51-200 | Exact match | 101 contacts → |
“STG is a private equity firm focused on funding innovative software and software-enabled tech services leaders in the mid-market.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Partneronepartnerone.com HQ: Riverside, CA, United StatesReported employees: 201-500 | Riverside, CA, United States | 201-500 | Exact match | 98 contacts → |
“PartnerOne acquires and grows enterprise software companies for the long term.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 398 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
398 records in the displayed employee bands.
0 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 worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 398 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 metro
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 based in the United States?
The saved snapshot records 398 matching company records, 11,964 tracked contacts and 6,080 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.
Related lists
Portfolio company management software companies by geography
- Portfolio company management software companies based in London, United Kingdom
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- Portfolio company management software companies based in San Francisco, United States
- Portfolio company management software companies based in Canada
- Portfolio company management software companies based in France
- Portfolio company management software companies based in Germany
- Portfolio company management software companies based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 portfolio company management software companies based in the United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/portfolio-company-management-software-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Portfolio company management software companies based in France
- Portfolio company management software companies based in Germany