Company lists · Data refreshed September 2026

Top 25 Private equity portfolio management software companies based in Canada

RevenueBase identified 79 private equity portfolio management software companies headquartered in Canada as of September 2026 and tracks 826 professional contacts across them, including 316 with verified work emails. Toronto is the largest hub.

This list covers private equity portfolio management software companies headquartered in Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
79Companies
826Contacts tracked
316Verified emails
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The 25 largest private equity portfolio management software companies based in Canada

Ranked by team size
Top 25 of 79 private equity portfolio management software companies based in Canada, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to private equity portfolio management software companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceToronto, ON, CanadaHQ checked Sep 29, 20261,001-5,00064 contacts →

Strong evidence

“Lynx Equity is a private equity firm that owns and operates fifty companies in various industries across North America, the United Kingdom, and Denmark.”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceCalgary, AB, CanadaHQ checked Sep 29, 202611-5055 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
3Strong evidenceToronto, ON, CanadaHQ checked Sep 29, 202611-5054 contacts →

Strong evidence

“Clairvest, a leader in the Canadian private equity industry for more than 35 years, has approximately $4.3 billion of capital under management.”

Source: RevenueBase Database · checked Sep 29, 2026
4Partial evidenceToronto, CanadaHQ checked Sep 29, 202611-5045 contacts →

Partial evidence

“ONCAP, in partnership with operating company management teams, invests in and builds value in North American headquartered small and medium sized businesses that are market…”

Source: RevenueBase Database · checked Sep 29, 2026
5Strong evidenceToronto, ON, CanadaHQ checked Sep 29, 202611-5043 contacts →

Strong evidence

“Founded in 1982, VRG Capital is a private equity firm backed by a select group of Canadian family offices.”

Source: RevenueBase Database · checked Sep 29, 2026
6Partial evidenceToronto, CanadaHQ checked Sep 29, 202611-5032 contacts →

Partial evidence

“Mantle is building the next generation of tools to transform how private assets are managed.”

Source: RevenueBase Database · checked Sep 29, 2026
7Strong evidenceCalgary, AB, CanadaHQ checked Sep 29, 202611-5023 contacts →

Strong evidence

“Founded in 1998, TriWest Capital Partners is one of Canada’s leading private equity firms having raised over $1.6 billion ($CAD) of committed capital.”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceToronto, ON, CanadaHQ checked Sep 29, 2026201-50021 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
9Partial evidenceToronto, ON, CanadaHQ checked Sep 29, 202611-5021 contacts →

Partial evidence

“Klass Capital is a growth equity firm investing in category-defining B2B technology companies.”

Source: RevenueBase Database · checked Sep 29, 2026
10Strong evidenceMontreal, QC, CanadaHQ checked Sep 29, 202611-5020 contacts →

Strong evidence

“BDG is a private equity firm that aims to create value by investing in great businesses, where our own capital, strategic insight, global relationships and operational experience…”

Source: RevenueBase Database · checked Sep 29, 2026
11Partial evidenceMarkham, ON, CanadaHQ checked Sep 29, 20261,001-5,00017 contacts →

Partial evidence

“PYXiS Software Group is a buy-and-hold forever acquirer of mission critical vertical market software businesses.”

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidenceToronto, CanadaHQ checked Sep 29, 202611-5017 contacts →

Partial evidence

“Define Capital is looking to acquire B2B software and SaaS companies that operate in a niche market.”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceToronto, CanadaHQ checked Sep 29, 20261-1016 contacts →

Indirect evidence

“AYCE Capital acquires and partners with high-performing and successful MSP managers to drive organic growth and take service delivery to its next maturity level.”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceMontreal, QC, CanadaHQ checked Sep 29, 202611-5014 contacts →

Indirect evidence

“Norea Capital Inc.”

Source: RevenueBase Database · checked Sep 29, 2026
15Strong evidenceWestmount, QC, CanadaHQ checked Sep 29, 202611-5014 contacts →

Strong evidence

“Launched in late 2015, Walter Capital Partners is a private equity firm that embodies the entrepreneurial spirit and strategic vision of the Somers family, founders of the Walter…”

Source: RevenueBase Database · checked Sep 29, 2026
16Strong evidenceMarkham, ON, CanadaHQ checked Sep 29, 202651-20014 contacts →

Strong evidence

“Born as a portfolio management system for Canadian money managers, our industry leading portfolio engine has allowed us to deploy our solutions up and downstream the investment…”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceMontreal, QC, CanadaHQ checked Sep 29, 20261-1012 contacts →

Indirect evidence

“Artiffex helps accounting firms and family offices increase efficiency, improve precision, and access fast, reliable tax-compliant investment reporting.”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceVancouver, BC, CanadaHQ checked Sep 29, 202611-5012 contacts →

Indirect evidence

“We see your potential.”

Source: RevenueBase Database · checked Sep 29, 2026
19Strong evidenceWestmount, QC, CanadaHQ checked Sep 29, 20261-1012 contacts →

Strong evidence

“Alfar Capital is a private equity fund based in Montreal, Quebec.”

Source: RevenueBase Database · checked Sep 29, 2026
20Strong evidenceToronto, CanadaHQ checked Sep 29, 2026201-50012 contacts →

Strong evidence

“CIEL Capital is a family run private equity firm dedicated to investing in and actively growing niche businesses.”

Source: RevenueBase Database · checked Sep 29, 2026
21Strong evidenceToronto, ON, CanadaHQ checked Sep 29, 20261-1011 contacts →

Strong evidence

“Morningside Capital is a private equity investment firm based in Toronto, Canada with approximately $600 million of assets under management and advisement.”

Source: RevenueBase Database · checked Sep 29, 2026
22Strong evidenceMontréal, QC, CanadaHQ checked Sep 29, 20261-1010 contacts →

Strong evidence

“Walter Global Asset Management is a globally diversified private equity platform that delivers strategic expertise and development capital to passionate entrepreneurs leading…”

Source: RevenueBase Database · checked Sep 29, 2026
23Strong evidenceMontréal, QC, CanadaHQ checked Sep 29, 20261-109 contacts →

Strong evidence

“ANGUS Capital is a private equity fund created to acquire and consolidate small and medium-sized businesses that operate in traditional sectors and generate EBITDA in excess of $2…”

Source: RevenueBase Database · checked Sep 29, 2026
24Indirect evidenceMontreal, QC, CanadaHQ checked Sep 29, 20261-109 contacts →

Indirect evidence

“Simplifying complex investment accounting for professional services firms, family offices, and investment firms.”

Source: RevenueBase Database · checked Sep 29, 2026
25Strong evidenceCalgary, AB, CanadaHQ checked Sep 29, 20261-107 contacts →

Strong evidence

“Waterous Energy Fund is a North American private equity firm seeking to invest $200 to $400 million in established oil and gas businesses with top quartile assets, requiring…”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 79 private equity portfolio management software companies based in Canada

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Private equity portfolio management software companies based in Canada at a glance

As of Sep 29, 2026
38.3%Verified-email coverage
10.5Average contacts per company
1-10Median size (employees)
35.4%Largest-city concentration · Toronto
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
46
11-50
23
51-200
3
201-500
2
501-1,000
2
1,001-5,000
3

Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 79 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among private equity portfolio management software companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Canada whose own description of what they do matches “private equity portfolio management software companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names private equity portfolio management software companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among private equity portfolio management software companies, and records with no verified work email. Companies headquartered outside Canada are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 316 across the full list. 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.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Private equity portfolio management software companies by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names private equity portfolio management software companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many private equity portfolio management software companies are there based in Canada?

RevenueBase identified 79 private equity portfolio management software companies headquartered in Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Lynx Equity Limited, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most private equity portfolio management software companies?

Toronto leads with 28 headquartered companies, followed by Montreal (16) and Calgary (9).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 316 verified decision-maker contacts tracked across these 79 companies.

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.

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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 Smart Search, 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.