Best Private Equity Software for Box
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Compare the Top Private Equity Software that integrates with Box as of July 2026
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This a list of Private Equity software that integrates with Box. Use the filters on the left to add additional filters for products that have integrations with Box. View the products that work with Box in the table below.
What is Private Equity Software for Box?
Private equity software is financial software designed to help private equity firms manage their investments, transactions and portfolios. It typically offers a range of features such as portfolio tracking, deal management, portfolio analytics and investor reporting. The software can provide users with real-time visibility of current holdings and allow them to quickly identify potential opportunities. It also enables companies to effectively monitor ongoing performance and analyze historical performance data over time. Compare and read user reviews of the best Private Equity software for Box currently available using the table below. This list is updated regularly.
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1
Dynamo Software
Dynamo Software
Dynamo Software is built to meet the full stack needs of private equity firms, delivering a tightly integrated platform that spans deal management, investor relations, fundraising, portfolio monitoring, fund accounting, and reporting. The platform combines an intuitive interface with intelligent automation to streamline workflows and accelerate decision-making. AI capabilities enhance tagging, summarization, and data extraction across documents and financials, while relationship scoring and pipeline tracking provide real-time visibility into deal flow and investor engagement. With out-of-the-box dashboards, configurable reports, and seamless integrations to Outlook, Excel, and third-party data sources, Dynamo empowers GPs to scale operations, unlock insights, and deliver a high-touch investor experience, all within a secure, cloud-based environment. -
2
CapLinked
CapLinked
CapLinked is purpose-built for private equity firms that need a fast, secure, and scalable platform for fundraising, portfolio management, and deal execution. PE firms use CapLinked to share investment materials with LPs, manage due diligence on target companies, and coordinate with advisors and co-investors. With advanced permission controls, audit trails, dynamic watermarking, and seamless integrations, CapLinked ensures sensitive investment data stays protected at every stage. From initial outreach through close, CapLinked gives private equity professionals the tools they need to run organized, compliant, and secure transactions. Trusted by leading PE firms globally.Starting Price: $399/month -
3
Attio
Attio
Attio is an AI-native CRM platform built for modern go-to-market teams that want flexibility, speed, and scale. It allows businesses to design powerful workflows, automate complex processes, and deploy AI to handle tasks like prospecting and lead routing. Attio’s adaptive data model molds itself to how a company actually operates rather than forcing rigid CRM structures. The platform connects any type of data, including product, billing, and communication data, to create a real-time single source of truth. Built-in reporting tools enable teams to generate detailed, customizable insights in seconds. Attio syncs instantly with email and calendar systems, eliminating long setup times. Designed for performance and security, it supports millions of records with enterprise-grade reliability.Starting Price: $0 -
4
AIM
Altvia Solutions
Altvia’s fully integrated product suite and industry expertise optimize the Salesforce CRM platform for the world of Alternative Investments. Translate data and relationships into institutional knowledge to gain the competitive advantage you need to advance your firm for the future. AIM, Altvia’s Private Equity CRM solution, is a proven solution to harness interactions of your investments, portfolio performance, and back-end systems to scale your growth. Integrate AIM with a LP Portal or Data Visualization tool to power your internal and external teams. Successfully raise and deploy capital, ensure compliance and deliver a trusted and transparent experience to stakeholders and investors. -
5
Affinity
Affinity
Affinity offers the insights you need to grow your most valuable relationships and discover untapped business opportunities through patented technology that structures and analyzes billions of data points across your team’s digital communications. Affinity helps teams manage and grow their networks by unlocking introductions to key decision-makers and auto-populating pipelines to increase deal flow. Affinity also applies context to your team's contacts, so you always know who has talked to whom and why. In any industry where success depends on maintaining high-touch relationships, Affinity allows you to get deeper insights into your network and finally eliminate manual data entry.
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