Private Equity Software for Streamlined Investment Management

Custom solutions for private equity firms and portfolio companies—driving growth, enhancing portfolio monitoring, and streamlining fund accounting.

Trusted by private equity startups and enterprises alike

Built for leaders like you

We help private equity firms, investors, and portfolio companies create value through technology. DB90, our AI-powered product development framework, builds secure, scalable, intelligent software to improve portfolio monitoring, investment strategy, and long-term growth across the private capital markets.

We apply deep industry expertise and a business-first mindset, from pre-investment product and technology diligence to implementing advanced data management and fund accounting systems. Each project’s outcome aligns with measurable results.

Solutions built for private equity growth

We help private equity firms and their portfolio companies unlock value, reduce risk, and accelerate growth through tailored technology solutions.

Product & Technology Diligence

We conduct pre-investment technology assessments that go beyond code quality. We evaluate scalability, architecture, team structure, and delivery velocity to provide private equity investors with actionable insights into risks, costs, and modernization opportunities.

Staff Augmentation for Portfolio Companies

When portfolio companies need to scale fast, we provide vetted engineers, designers, and product leaders on demand. Our approach accelerates delivery, stabilizes velocity, and helps companies hit key milestones without the overhead of long hiring cycles.

Digital Modernization & Replatforming

Legacy platforms can delay exits and reduce value. We modernize technical stacks, migrate infrastructure, and replace outdated systems, building scalable foundations that increase valuations and reduce technical risk.

Data Strategy & Platform Development

Unlock the full potential of private capital with data-driven insights. We design and build data pipelines, dashboards, and analytics platforms that transform raw data into intelligence—supporting smarter decisions, new revenue streams, and long-term growth.

Sectors we support with tailored private equity software

From private equity firms to their diverse portfolio companies, we deliver solutions that drive measurable impact across the private capital markets.

Private Equity Firms

Empowering private equity investors with product and technology diligence, data-driven insights, and scalable solutions that strengthen investment strategies.

Portfolio Companies

Partnering with PortCos across industries to accelerate growth, modernize platforms, and enable smarter decision-making.

Venture Capital Firms

Helping VC-backed startups scale faster with flexible engineering teams, product strategy, and data infrastructure built for rapid growth.

Private Capital Markets

Designing secure, compliant, and scalable platforms that enable innovation and unlock opportunities across the private capital ecosystem.

Streamline diligence, modernize platforms, and drive ROI across the private capital markets

Your partner in portfolio growth & risk mitigation

We provide strategic software solutions to help private equity firms, portfolio companies, and private equity investors accelerate value creation, strengthen investment strategies, and mitigate risk throughout the private capital lifecycle.

Strategic Product & Technology Insights

We provide private equity firms with actionable insights during product and technology due diligence. We evaluate scalability, architecture, and technical risk. Our AI-powered ecosystem, DB90, accelerates assessments and identifies opportunities for long-term value creation.

Accelerated Value Creation for Portfolio Companies

We use DB90 to help portfolio companies streamline operations, unlock new revenue streams, and increase valuation through digital modernization, data strategy, and platform development. These improvements directly fuel growth and enhance exit readiness.

Flexible & Scalable Engagement Models

No matter what you need—focused portfolio monitoring, staff augmentation, or full-scale investment management solutions—our engagement models adapt to the specific needs and timelines of your private equity investments.

Deep Understanding of the Private Equity Lifecycle

We align with your investment strategy and support private capital markets, providing assistance from pre-investment diligence to fund accounting modernization. Our solutions are designed to maximize returns and prepare PortCos for successful exits.

Risk Mitigation Through Technical Excellence

Backed by DB90, we mitigate risk for private equity investors by addressing technical debt, improving scalability, and enhancing security. Our robust, future-proof platforms position your portfolio companies to thrive in competitive markets.

Our approach to private equity software development

We have a proven process for building private equity software and solutions that accelerate value creation, optimize portfolio operations, and support investment strategies.

Discovery & Alignment

From day one, we align with your investment goals, KPIs, and operational needs. We define the scope, data flows, user roles, and integration requirements to ensure that each solution supports portfolio monitoring, fund accounting, and investment management.

Solution Design

We design scalable, secure, and high-performance private equity software tailored to your portfolio. Integrating our software with financial systems, analytics platforms, and reporting tools ensures smoother operations, improved visibility, and better decision-making across the private capital markets.

Implementation & Testing

We build iteratively and test continuously. Using agile methods, we release core features early and monitor their performance. We also gather feedback from investment teams, portfolio managers, and stakeholders. This allows us to deliver reliable, compliant, and scalable private equity solutions.

Deployment & Adoption

Our solutions are implemented with minimal disruption. From portfolio monitoring dashboards to fund accounting platforms, we ensure the seamless adoption of solutions, a quick ROI, and operational readiness across your private equity investments.

Continuous Improvement

Our partnership continues beyond launch. We monitor platform performance, optimize workflows, and update features in order to adapt to the ever-changing landscape of investment strategies, regulatory requirements, and market conditions. This helps private equity firms and their portfolio companies stay ahead in competitive markets.

Industry success stories

See how our private equity software helps firms and portfolio companies accelerate value and optimize operations.

Rebuilding Boardroom Insiders’
Platform for Scalable Growth

A legacy system was reimagined into a faster, data-driven experience that supports client growth.

Helping VC Firms Assess Tech Risk
with Deeper Code Insights

Code audits delivered structured, technical insights to inform high-stakes investment decisions.

Empowering Nonprofits
with Smarter Donor Management

An intuitive platform that simplifies donor data management, enhances efficiency, and fosters strategic connections to increase nonprofit impact.

What our clients are saying

Sharon Gillenwater

Co-Founder and CXO

Inevitably, challenges come up or things aren’t done the way they were supposed to be done, and the test of a great partner is how they deal with that. Dualboot always deals with that really well. We’re fans, and we enjoy working with them.

Brandon Shelton

Founder and Managing Partner

The Dualboot team are smart guys. They’re affable. They know what exactly what they’re doing, and they do things on time.

Greg Chandler

VP of Information Technology

Dualboot helped us prove that modernization doesn’t have to be slow or expensive. Their AI-driven approach redefined what’s possible and laid the foundation for how we’ll modernize across the enterprise.

Sharon Gillenwater

Co-Founder and CXO

Brandon Shelton

Founder and Managing Partner

The Dualboot team are smart guys. They’re affable. They know what exactly what they’re doing, and they do things on time.

Greg Chandler

VP of Information Technology

FAQs

What is private equity software, and how can it help my firm?

It streamlines portfolio monitoring, fund accounting, and investment management. This software enables private equity firms and investors to make data-driven decisions, optimize operations, and accelerate value creation across their portfolio companies.

How can Dualboot support portfolio companies with technology?

We modernize legacy systems, implement scalable platforms, and unlock insights through data management solutions. This supports growth, operational efficiency, and exit readiness.

Does your software integrate with existing systems?

Yes. Our software is designed to seamlessly integrate with accounting platforms, analytics tools, and reporting systems. This ensures smooth workflows and accurate portfolio monitoring.

How does your software improve investment strategy?

Our solutions provide real-time insights into portfolio performance, fund metrics, and operational data. This enables private equity investors to make informed decisions, identify growth opportunities, and mitigate technical risks.

Are your private equity solutions scalable for growing firms and portfolios?

Absolutely. Dualboot builds flexible, secure private equity software that adapts to a firm’s size, the number of its portfolio companies, and its evolving investment strategies. This ensures long-term value and efficiency.

Build smarter investments with custom private equity software

Accelerate portfolio growth, optimize operations, and strengthen investment strategies with private equity solutions.