Private Equities
TP

Trivest Partners

Lower Mid-Market Buyout (Founder-Owned)

A lower-middle-market firm focused exclusively on founder- and family-owned businesses. Its no-private-equity-feel brand relies on relationship CRM and targeted outreach.

Coral Gables, FL Founded 1981
Website

The stack

6 tools

CRM & Relationship Management

AF

Affinity

Editor's pick
4.5

Relationship intelligence CRM for dealmakers

Enterprise / CustomView

Deal Sourcing & Origination

GR

Grata

Editor's pick
4.4

AI-powered search engine for private companies

Enterprise / CustomView
SS

SourceScrub

Editor's pick
4.5

Deal sourcing data on privately held companies

Enterprise / CustomView

Outreach & Sales Engagement

AP

Apollo.io

Editor's pick
4.3

Sales intelligence and outreach in one

FreemiumView

Productivity & Collaboration

NO

Notion

4.4

All-in-one docs, wiki, and workspace

FreemiumView

Cap Table & Equity Management

CA

Carta

Editor's pick
4.2

Cap table, equity, and fund administration

From $$$View

Illustrative stack based on public job postings, case studies and vendor references.

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