Company lists · Data refreshed September 2026

Top 18 Private equity portfolio management software companies based in Boston, United States

RevenueBase identified 30 company matches for private equity portfolio management software companies associated with Boston, United States as of September 2026 and tracks 1,775 professional contacts across them, including 592 with verified work emails. Across the United States, New York is the largest hub for this category (120 companies); Boston has 30.

This list covers company matches for private equity portfolio management software companies associated with Boston, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 29, 2026 How this list was built
30Companies
1,775Contacts tracked
592Verified emails
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The 18 largest private equity portfolio management software companies based in Boston, United States

Ranked by team size
Top 18 of 30 company matches for private equity portfolio management software companies based in Boston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchBoston, MA, United StatesHQ recorded Sep 29, 2026201-500881 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
2Exact matchBoston, MA, United StatesHQ recorded Sep 29, 202651-200513 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
3Exact matchBoston, MA, United StatesHQ recorded Sep 29, 202651-20094 contacts →

Exact match

“Founded in 1994, Spectrum Equity is a leading growth equity firm with offices in Boston, San Francisco, and London.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4Exact matchBoston, MA, United StatesHQ recorded Sep 29, 202611-5045 contacts →

Exact match

“Founded in 1988, Ampersand is a middle-market private equity firm with $3 billion of assets under management dedicated to growth-oriented investments in the healthcare sector.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5Exact matchBoston, United StatesHQ recorded Sep 29, 202611-5037 contacts →

Exact match

“Founded in 2008, Solamere is a multi-strategy private equity firm with offices in Boston and New York City.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6Exact matchBoston, MA, United StatesHQ recorded Sep 29, 2026201-50036 contacts →

Exact match

“The ConJoin Group aligns with Venture Capital and Private Equity firms by investing our own capital,$250M in committed funds, and delivering a suite of services designed to…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7Exact matchBoston, MA, United StatesHQ recorded Sep 29, 202611-5027 contacts →

Exact match

“Sverica Capital Management LP is a leading growth-oriented lower middle market private equity firm with $2.2 billion in aggregate committed capital.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8Exact matchBoston, MA, United StatesHQ recorded Sep 29, 202611-5025 contacts →

Exact match

“Glouston Capital Partners is a 100% employee-owned private equity investment specialist with more than 30 years of dedicated experience and over $3.4 billion in committed capital…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9Exact matchBoston, MA, United StatesHQ recorded Sep 29, 202611-5016 contacts →

Exact match

“Clearhaven is a lower middle market enterprise software investor.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10Exact matchBoston, MA, United StatesHQ recorded Sep 29, 202611-5016 contacts →

Exact match

“BayHawk Capital is a Boston-based private equity firm dedicated to partnering with founder-owned technology and essential services businesses, investing $25 to $150 million of…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11Exact matchBoston, MA, United StatesHQ recorded Sep 29, 20261-1015 contacts →

Exact match

“Lineage Capital is a Boston-based private equity firm which invests exclusively in owner-managed businesses.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12Exact matchBoston, MA, United StatesHQ recorded Sep 29, 202611-5015 contacts →

Exact match

“At Wincove, we elevate private equity through a blend of tradition and innovation.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13Exact matchBoston, MA, United StatesHQ recorded Sep 29, 20261-108 contacts →

Exact match

“Founded in 2008, Lincoln Peak Capital is a long-term, supportive equity partner to entrepreneurial management teams of high-quality asset management firms.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14Exact matchBoston, MA, United StatesHQ recorded Sep 29, 20261-104 contacts →

Exact match

“Beacon Equity Partners is a private equity firm investing in innovative software and technology companies.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15Exact matchBoston, MA, United StatesHQ recorded Sep 29, 20261-103 contacts →

Exact match

“Generation Equity Capital is a private equity firm that serves the small business segment and middle market sector.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16Exact matchBoston, MA, United StatesHQ recorded Sep 29, 202611-501 contacts →

Exact match

“Since 2009, Q-Biz Solutions, LLC has helped private equity back-office teams enhance data capture, reporting and automation.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17Exact matchBoston, MA, United StatesHQ recorded Sep 29, 20261-101 contacts →

Exact match

“Founded in 1987, Capital Resource Partners is a Boston based private equity firm that provides growth, acquisition and buyout financing to lower middle market companies.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18Exact matchBoston, MA, United StatesHQ recorded Sep 29, 20261-101 contacts →

Exact match

“Carom Growth Partners provides equity capital for minority & control buyouts of previously venture-backed businesses.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase

Showing 18 of 30 private equity portfolio management software companies based in Boston, United States

See the full list, filter by size, metro and specialty, and access 592 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Private equity portfolio management software companies based in Boston, United States at a glance

As of Sep 29, 2026
33.4%Verified-email coverage
59.2Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
15
11-50
11
51-200
2
201-500
2

Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 30 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 Boston, United States whose business descriptions match “private equity portfolio 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 592 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.

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 “private equity portfolio management software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many private equity portfolio management software companies are there based in Boston, United States?

RevenueBase identified 30 company matches for private equity portfolio management software companies associated with Boston, 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?

TA Associates tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

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

New York leads the United States with 120 company records, followed by San Francisco (43) and Chicago (42). Boston has 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 592 professional contacts with verified work emails tracked across these 30 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.

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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.