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FolioSure
Cloud-based portfolio monitoring & equity management tool
Table of Contents
FolioSure - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: March 2026
FolioSure overview
What is 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.
FolioSure’s user interface
FolioSure reviews
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FolioSure's key features
Most critical features, based on insights from FolioSure users:
All FolioSure features
FolioSure alternatives
FolioSure
Starting from
15000
/user
One-time payment
Certent Equity Management
Starting from
No pricing info
Vestd
Starting from
25
Per month
SeedLegals
Starting from
49
Per month
FolioSure pricing
Value for money rating:
Starting from
15000
/user
One-time payment
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