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FolioSure

FolioSure

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Cloud-based portfolio monitoring & equity management tool
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About FolioSure

FolioSure is a cloud-based software that enables private equity (PE) and venture capital (VC) firms to track, monitor, and analyze the performance of investment portfolios. Managers can use the dashboard to gain an overview of the entire portfolio lifecycle, generate customizable reports, and track key performance indicators (KPIs) via actionable analytics.

FolioSure provides a built-in cash flow engine, which enables businesses to calculate net total value to paid-in (TVPI) and internal rates of return (IRR) using cash or fund flows. The financial data extraction (FDE) tool retrieves relevant information from quarterly reports and converts them into Excel format. It also lets users maintain a record of funds’ data and automatically update every quarter.

FolioSure allows enterprises to verify uploaded data against audited files and include them in reports to share with limited partners (LP) or stakeholders. The software also helps users integrate the platform with several third-party applications.

Key benefits of FolioSure

1. Cost-Effective- 30-40% more cost-effective than other portfolio monitoring service providers.
2. Shorter Turnaround- 40-50% shorter turnaround time for private equity & venture capital portfolio monitoring and LP reporting.
3. In-built Auditing- 100% audited data that can be used directly in client reports and PPTs

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FolioSure Software - FolioSure delivers real-time portfolio monitoring with interactive dashboards, letting users analyze fund and company data by sector, geography, stage, or strategy and drill down to company details for faster, informed decisions.
FolioSure Software - The CLO module in FolioSure streamlines the processing, analysis, and reporting of Collateralized Loan Obligation data, supporting accurate portfolio insights, compliance monitoring, and deal-level performance tracking.
FolioSure Software - FolioSure’s Data Ingestion module lets users upload files in any format and uses agentic AI to automatically extract, structure, and analyze data. Users can then validate and publish it, with accuracy improving continuously through AI learning.
FolioSure Software - The intelligent GenAI feature identifies required KPIs and provides relevant recommendations, enabling quick and accurate mapping of all necessary data points across diverse data types.
FolioSure Software - FolioSure unifies data from all modules into a single view, delivering insights across companies, funds, and investments. Users can track performance, exposures, and key metrics effortlessly, ensuring continuous oversight of overall portfolio health.
FolioSure Software - FolioSure generates management, IC, and LP reports from validated data using standardized templates. Users choose the fund, period, and template to produce consistent reports. Any data updates automatically refresh outputs, removing manual rework.
FolioSure Software - FolioSure automates portfolio data collection across private asset classes by requesting, receiving, and integrating data into one dashboard. Teams can instantly see submitted, pending, and follow‑up items, removing manual email tracking.
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FolioSure FAQs

Below are some frequently asked questions for FolioSure.

FolioSure offers the following pricing plans:

  • Starting from: US$15,000.00/one-time
  • Free Trial: Available

Contact Acuity Knowledge Partners for pricing information.

FolioSure has the following typical customers:

2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

FolioSure supports the following languages:

English

FolioSure supports the following devices:

We do not have any information about what integrations FolioSure has

FolioSure offers the following support options:

Email/Help Desk, Phone Support

Related categories

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