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.

Devices

Business size

S M L

Markets

United States, Canada, Australia, Germany

Supported Languages

English

Images

FolioSure available requests
FolioSure reports
FolioSure financial statement
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FolioSure screenshot: FolioSure available requests FolioSure screenshot: FolioSure reports FolioSure screenshot: FolioSure financial statement

Features

Total features of FolioSure: 19

  • Activity Dashboard
  • Administrative Reporting
  • Analytics
  • Benchmarking
  • Client Management
  • Client Portal
  • Cost Analysis
  • Customizable Reporting
  • Data Format Management
  • Data Import
  • Data Import/Export
  • Document Storage
  • Financial Analysis
  • Monitoring
  • Performance Metrics
  • Portfolio Management
  • Records Management
  • Reporting & Statistics
  • Third Party Integration

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FolioSure FAQs

Below are some frequently asked questions for FolioSure.

FolioSure offers the following pricing plans:

  • Free Trial: Available

Contact Acuity Knowledge Partners for pricing information.

FolioSure offers the following features:

  • Benchmarking
  • Client Management
  • Client Portal
  • Data Import/Export
  • Document Storage
  • Mobile Access
  • Performance Metrics
  • Portfolio Management

FolioSure has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

FolioSure supports the following languages:

English

We do not have any information about what devices FolioSure supports

We do not have any information about what integrations FolioSure has

FolioSure offers the following support options:

Phone Support, Online Support

Related categories

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