Company lists · Data refreshed September 2026
Top 25 Private equity portfolio management software companies based in San Francisco, United States
RevenueBase identified 43 company matches for private equity portfolio management software companies associated with San Francisco, United States as of September 2026 and tracks 3,253 professional contacts across them, including 2,097 with verified work emails. Across the United States, New York is the largest hub for this category (120 companies); San Francisco follows with 43.
This list covers company matches for private equity portfolio management software companies associated with San Francisco, 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 private equity portfolio management software companies based in San Francisco, 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 | 278 contacts → | ||||
Exact match “Alpine Investors is a people-driven private equity firm that invests in software and services businesses.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 135 contacts → | ||||
Exact match “FTV Capital is a growth equity investment firm that has raised over $10.2 billion to invest in high-growth companies offering a range of innovative solutions in financial…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 126 contacts → | ||||
Exact match “Golden Gate Capital is a San Francisco-based private equity investment firm with approximately $20 billion in cumulative committed capital.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 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 | |||||
| 6 | 96 contacts → | ||||
Exact match “JH Partners, LLC ("JH Partners" or "JHP") is a San Francisco-based private equity firm focused on building sustainable, long-term equity value in consumer and marketing-driven…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 84 contacts → | ||||
Exact match “Genstar Capital is a leading middle-market private equity firm, investing in high quality companies for over 30 years.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 72 contacts → | ||||
Exact match “Investors like General Catalyst, Bessemer Venture Partners, and Accel use Standard Metrics to streamline partner meetings, portfolio reviews, LP reporting, valuations processes…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 45 contacts → | ||||
Exact match “Halcyon Financial Technology provides information technology solutions to private equity, hedge fund, investment management firms, and family offices.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 44 contacts → | ||||
Exact match “Founded in 2016, Banneker is dedicated to empowering management teams on their journey to build exceptional software companies.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 28 contacts → | ||||
Exact match “Housatonic Partners is a private equity firm investing in high growth, recurring revenue service companies operating in a number of industries including healthcare, software, and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 25 contacts → | ||||
Exact match “Carrick Capital Partners is the first stop for entrepreneurs and business owners who are seeking unmatched expertise to help their businesses scale.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 21 contacts → | ||||
Exact match “Paul Capital was formed in 1991 as a pioneer in the private equity secondary market, providing creative liquidity for limited partnerships and portfolios of direct investments.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 18 contacts → | ||||
Exact match “Valeas Capital Partners is a San Francisco-based growth-buyout private equity firm focused on partnering with founders and CEOs.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 15 contacts → | ||||
Exact match “Private equity firm focused on making control investments in application software” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 14 contacts → | ||||
Exact match “Nexa Equity is a San Francisco-based private equity firm partnering with founder-led high-growth vertical SaaS companies that address markets underserved by technology to create…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 12 contacts → | ||||
Exact match “Spotlight Equity Partners is a private equity firm focused on acquiring controlling interests in software and technology-enabled services companies headquartered in the United…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 12 contacts → | ||||
Exact match “Revere provides venture capital data and portfolio management solutions to asset allocators.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “Next Horizon Capital is a middle-market, growth-oriented private equity firm that focuses on investing in Business Services, Technology and Information sectors.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “We provide private capital to distressed companies.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “StreetEdge Capital, LP is an investment firm focusing on direct private equity and private equity fund investments.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “GC Capital is a San Francisco-based private equity firm focused on investing in businesses with EBITDA of $1-5 million.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “Founded in 1994, and based in San Francisco, CA and Portland, OR, Hanover Partners is a private equity firm dedicated to investing in, acquiring, and partnering with the…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “Sleeping Bear Capital is a founder-first private equity firm that seeks to acquire controlling interests in business unit spinouts and venture-backed technology, e-commerce and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “Bandon Partners is a leading private equity investor established in 2012.” 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 “private equity portfolio 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 43 private equity portfolio management software companies based in San Francisco, United States
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Private equity portfolio management software companies based in San Francisco, United States at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 43 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 San Francisco, 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 2,097 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.
Private equity portfolio management software companies by metro in the United States
- Private equity portfolio management software companies in New York120
- Private equity portfolio management software companies in Chicago42
- Private equity portfolio management software companies in Dallas34
- Private equity portfolio management software companies in Austin30
- Private equity portfolio management software companies in Boston30
- Private equity portfolio management software companies in Los Angeles25
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 San Francisco, United States?
RevenueBase identified 43 company matches for private equity portfolio management software companies associated with San Francisco, 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 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).
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 2,097 professional contacts with verified work emails tracked across these 43 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 43 private equity portfolio management software companies based in San Francisco, United States. Start with a free account, no credit card.
Download this list →Related lists
Private equity portfolio management software companies by geography
- Private equity portfolio management software companies based in Toronto, Canada
- Private equity portfolio management software companies based in Paris, France
- Private equity portfolio management software companies based in London, United Kingdom
- Private equity portfolio management software companies based in Austin, United States
- Private equity portfolio management software companies based in Boston, United States
- Private equity portfolio management software companies based in Chicago, United States
- Private equity portfolio management software companies based in Dallas, United States
- Private equity portfolio management software companies based in Los Angeles, United States
- Private equity portfolio management software companies based in New York, United States
- Private equity portfolio management software companies based in Australia
- Private equity portfolio management software companies based in Canada
- Private equity portfolio management software companies based in France
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
- Private equity portfolio management software companies based in Toronto, Canada
- Private equity portfolio management software companies based in Paris, France
- Private equity portfolio management software companies based in London, United Kingdom
- Private equity portfolio management software companies based in Austin, United States
- Private equity portfolio management software companies based in Boston, United States
- Private equity portfolio management software companies based in Chicago, United States
Company intelligence · public preview
Top 25 private equity portfolio management software companies based in San Francisco, 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 43 matching company records for private equity portfolio management software companies based in San Francisco, United States, with 3,253 tracked contacts and 2,097 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 private equity portfolio management software companies based in San Francisco, 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 |  Alpine Investorsalpineinvestors.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 278 contacts → |
“Alpine Investors is a people-driven private equity firm that invests in software and services businesses.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  FTV Capitalftvcapital.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 135 contacts → |
“FTV Capital is a growth equity investment firm that has raised over $10.2 billion to invest in high-growth companies offering a range of innovative solutions in financial…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Golden Gate Capitalgoldengatecap.comHQ: San Francisco, United StatesReported employees: 51-200 | San Francisco, United States | 51-200 | Exact match | 126 contacts → |
“Golden Gate Capital is a San Francisco-based private equity investment firm with approximately $20 billion in cumulative committed capital.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  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. | |||||
| 6 |  JH Partnersjhpartners.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 96 contacts → |
“JH Partners, LLC ("JH Partners" or "JHP") is a San Francisco-based private equity firm focused on building sustainable, long-term equity value in consumer and marketing-driven…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Genstar Capitalgencap.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 84 contacts → |
“Genstar Capital is a leading middle-market private equity firm, investing in high quality companies for over 30 years.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Standard Metricsstandardmetrics.ioHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 72 contacts → |
“Investors like General Catalyst, Bessemer Venture Partners, and Accel use Standard Metrics to streamline partner meetings, portfolio reviews, LP reporting, valuations processes…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Halcyon Financial Technology, L.Phalcyonft.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 45 contacts → |
“Halcyon Financial Technology provides information technology solutions to private equity, hedge fund, investment management firms, and family offices.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Banneker Partnersbannekerpartners.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 44 contacts → |
“Founded in 2016, Banneker is dedicated to empowering management teams on their journey to build exceptional software companies.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Housatonic Partnershousatonicpartners.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 28 contacts → |
“Housatonic Partners is a private equity firm investing in high growth, recurring revenue service companies operating in a number of industries including healthcare, software, and…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Carrick Capital Partnerscarrickcapitalpartners.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 25 contacts → |
“Carrick Capital Partners is the first stop for entrepreneurs and business owners who are seeking unmatched expertise to help their businesses scale.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Paul Capital Partnerspaulcap.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 21 contacts → |
“Paul Capital was formed in 1991 as a pioneer in the private equity secondary market, providing creative liquidity for limited partnerships and portfolios of direct investments.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Valeas Capital Partnersvaleas.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 18 contacts → |
“Valeas Capital Partners is a San Francisco-based growth-buyout private equity firm focused on partnering with founders and CEOs.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Luminate Capitalluminatecapital.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 15 contacts → |
“Private equity firm focused on making control investments in application software” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Nexa Equitynexaequity.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 14 contacts → |
“Nexa Equity is a San Francisco-based private equity firm partnering with founder-led high-growth vertical SaaS companies that address markets underserved by technology to create…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Spotlight Equity Partners, LLCspotlightequity.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 12 contacts → |
“Spotlight Equity Partners is a private equity firm focused on acquiring controlling interests in software and technology-enabled services companies headquartered in the United…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Reverereverevc.comHQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 12 contacts → |
“Revere provides venture capital data and portfolio management solutions to asset allocators.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Next Horizon Capitalnexthorizoncap.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Next Horizon Capital is a middle-market, growth-oriented private equity firm that focuses on investing in Business Services, Technology and Information sectors.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  FGA Partners LLCfgacw.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“We provide private capital to distressed companies.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Streetedge Capital, LPstreetedgeinvestments.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“StreetEdge Capital, LP is an investment firm focusing on direct private equity and private equity fund investments.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  GC Capitalgccap.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“GC Capital is a San Francisco-based private equity firm focused on investing in businesses with EBITDA of $1-5 million.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Hanover Partnershanoverpartners.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“Founded in 1994, and based in San Francisco, CA and Portland, OR, Hanover Partners is a private equity firm dedicated to investing in, acquiring, and partnering with the…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Sleeping Bear Capitalsleepingbearcap.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“Sleeping Bear Capital is a founder-first private equity firm that seeks to acquire controlling interests in business unit spinouts and venture-backed technology, e-commerce and…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Bandon Partnersbandonpartners.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 3 contacts → |
“Bandon Partners is a leading private equity investor established in 2012.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 43 company matches
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Private equity portfolio 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
43 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 across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 43 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 ↗
Private equity portfolio management software companies by metro in the United States
- Private equity portfolio management software companies in New York120
- Private equity portfolio management software companies in Chicago42
- Private equity portfolio management software companies in Dallas34
- Private equity portfolio management software companies in Austin30
- Private equity portfolio management software companies in Boston30
- Private equity portfolio management software companies in Los Angeles25
Questions about this company list
What does Exact match mean for private equity portfolio 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 private equity portfolio management software companies did RevenueBase find based in San Francisco, United States?
The saved snapshot records 43 matching company records, 3,253 tracked contacts and 2,097 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
Private equity portfolio management software companies by geography
- Private equity portfolio management software companies based in Toronto, Canada
- Private equity portfolio management software companies based in Paris, France
- Private equity portfolio management software companies based in London, United Kingdom
- Private equity portfolio management software companies based in Austin, United States
- Private equity portfolio management software companies based in Boston, United States
- Private equity portfolio management software companies based in Chicago, United States
- Private equity portfolio management software companies based in Dallas, United States
- Private equity portfolio management software companies based in Los Angeles, United States
- Private equity portfolio management software companies based in New York, United States
- Private equity portfolio management software companies based in Australia
- Private equity portfolio management software companies based in Canada
- Private equity portfolio management software companies based in France
Cite this list
RevenueBase Data Team. Top 25 private equity portfolio management software companies based in San Francisco, United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/private-equity-portfolio-management-software-companies/united-states/san-francisco.
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
- Private equity portfolio management software companies based in Toronto, Canada
- Private equity portfolio management software companies based in Paris, France
- Private equity portfolio management software companies based in London, United Kingdom
- Private equity portfolio management software companies based in Austin, United States
- Private equity portfolio management software companies based in Boston, United States
- Private equity portfolio management software companies based in Chicago, United States
Company intelligence · public preview
Top 25 private equity portfolio management software companies based in San Francisco, United States
RevenueBase records 43 matching company records for private equity portfolio management software companies based in San Francisco, United States, with 3,253 tracked contacts and 2,097 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 private equity portfolio management software companies based in San Francisco, 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 | Alpine Investorsalpineinvestors.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 278 contacts → |
“Alpine Investors is a people-driven private equity firm that invests in software and services businesses.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | FTV Capitalftvcapital.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 135 contacts → |
“FTV Capital is a growth equity investment firm that has raised over $10.2 billion to invest in high-growth companies offering a range of innovative solutions in financial…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Golden Gate Capitalgoldengatecap.com HQ: San Francisco, United StatesReported employees: 51-200 | San Francisco, United States | 51-200 | Exact match | 126 contacts → |
“Golden Gate Capital is a San Francisco-based private equity investment firm with approximately $20 billion in cumulative committed capital.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | 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. | |||||
| 6 | JH Partnersjhpartners.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 96 contacts → |
“JH Partners, LLC ("JH Partners" or "JHP") is a San Francisco-based private equity firm focused on building sustainable, long-term equity value in consumer and marketing-driven…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Genstar Capitalgencap.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 84 contacts → |
“Genstar Capital is a leading middle-market private equity firm, investing in high quality companies for over 30 years.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Standard Metricsstandardmetrics.io HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 72 contacts → |
“Investors like General Catalyst, Bessemer Venture Partners, and Accel use Standard Metrics to streamline partner meetings, portfolio reviews, LP reporting, valuations processes…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Halcyon Financial Technology, L.Phalcyonft.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 45 contacts → |
“Halcyon Financial Technology provides information technology solutions to private equity, hedge fund, investment management firms, and family offices.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Banneker Partnersbannekerpartners.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 44 contacts → |
“Founded in 2016, Banneker is dedicated to empowering management teams on their journey to build exceptional software companies.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Housatonic Partnershousatonicpartners.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 28 contacts → |
“Housatonic Partners is a private equity firm investing in high growth, recurring revenue service companies operating in a number of industries including healthcare, software, and…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Carrick Capital Partnerscarrickcapitalpartners.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 25 contacts → |
“Carrick Capital Partners is the first stop for entrepreneurs and business owners who are seeking unmatched expertise to help their businesses scale.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Paul Capital Partnerspaulcap.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 21 contacts → |
“Paul Capital was formed in 1991 as a pioneer in the private equity secondary market, providing creative liquidity for limited partnerships and portfolios of direct investments.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Valeas Capital Partnersvaleas.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 18 contacts → |
“Valeas Capital Partners is a San Francisco-based growth-buyout private equity firm focused on partnering with founders and CEOs.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Luminate Capitalluminatecapital.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 15 contacts → |
“Private equity firm focused on making control investments in application software” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Nexa Equitynexaequity.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 14 contacts → |
“Nexa Equity is a San Francisco-based private equity firm partnering with founder-led high-growth vertical SaaS companies that address markets underserved by technology to create…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Spotlight Equity Partners, LLCspotlightequity.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 12 contacts → |
“Spotlight Equity Partners is a private equity firm focused on acquiring controlling interests in software and technology-enabled services companies headquartered in the United…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Reverereverevc.com HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 12 contacts → |
“Revere provides venture capital data and portfolio management solutions to asset allocators.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Next Horizon Capitalnexthorizoncap.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Next Horizon Capital is a middle-market, growth-oriented private equity firm that focuses on investing in Business Services, Technology and Information sectors.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | FGA Partners LLCfgacw.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“We provide private capital to distressed companies.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Streetedge Capital, LPstreetedgeinvestments.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“StreetEdge Capital, LP is an investment firm focusing on direct private equity and private equity fund investments.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | GC Capitalgccap.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“GC Capital is a San Francisco-based private equity firm focused on investing in businesses with EBITDA of $1-5 million.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Hanover Partnershanoverpartners.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“Founded in 1994, and based in San Francisco, CA and Portland, OR, Hanover Partners is a private equity firm dedicated to investing in, acquiring, and partnering with the…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Sleeping Bear Capitalsleepingbearcap.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“Sleeping Bear Capital is a founder-first private equity firm that seeks to acquire controlling interests in business unit spinouts and venture-backed technology, e-commerce and…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Bandon Partnersbandonpartners.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 3 contacts → |
“Bandon Partners is a leading private equity investor established in 2012.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 43 company matches
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Private equity portfolio 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
43 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 across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 43 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 ↗
Private equity portfolio management software companies by metro in the United States
- Private equity portfolio management software companies in New York120
- Private equity portfolio management software companies in Chicago42
- Private equity portfolio management software companies in Dallas34
- Private equity portfolio management software companies in Austin30
- Private equity portfolio management software companies in Boston30
- Private equity portfolio management software companies in Los Angeles25
Questions about this company list
What does Exact match mean for private equity portfolio 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 private equity portfolio management software companies did RevenueBase find based in San Francisco, United States?
The saved snapshot records 43 matching company records, 3,253 tracked contacts and 2,097 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 private equity portfolio management software companies based in San Francisco, United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/private-equity-portfolio-management-software-companies/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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