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Captable.io vs FolioSure Comparison

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Overview

Captable.io is an equity management solution for startups, which offers tools for creating, collaborating on, and sharing...

FolioSure is a cloud-based software that enables private equity (PE) and venture capital (VC) firms to track, monitor, and...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
$160/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5.0

(2)

5

4

3

2

1

2

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

No reviews

5

4

3

2

1

0

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support

Pros

Not enoughreviews yet

Pros

Not enoughreviews yet

Cons

Not enoughreviews yet

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last reviewN/A
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features23
  • Access Controls/Permissions
  • Activity Dashboard
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Notifications
  • Benchmarking
  • CRM
  • Cap Table Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Tracking
  • Configurable Workflow
  • Cost Analysis
  • Customizable Reports
  • Dashboard Creation
  • Data Import/Export
  • Data Transformation
  • Data Visualization
  • Deal Management
  • Document Storage
  • Financial Analysis
  • Financial Management
  • Financial Modeling
  • For Investors & Traders
  • Fund Management
  • Grant Management
  • Graphical Data Presentation
  • Investments Tracking
  • Investor Reporting
  • Mobile Access
  • Monitoring
  • Performance Metrics
  • Portfolio Management
  • Private Equity
  • Records Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Scenario Planning
  • Stock Management
  • Summary Reports
  • Third Party Integrations
  • Valuation Management
  • Visual Analytics
  • Workflow Management
  • Total features29
  • Access Controls/Permissions
  • Activity Dashboard
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Notifications
  • Benchmarking
  • CRM
  • Cap Table Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Tracking
  • Configurable Workflow
  • Cost Analysis
  • Customizable Reports
  • Dashboard Creation
  • Data Import/Export
  • Data Transformation
  • Data Visualization
  • Deal Management
  • Document Storage
  • Financial Analysis
  • Financial Management
  • Financial Modeling
  • For Investors & Traders
  • Fund Management
  • Grant Management
  • Graphical Data Presentation
  • Investments Tracking
  • Investor Reporting
  • Mobile Access
  • Monitoring
  • Performance Metrics
  • Portfolio Management
  • Private Equity
  • Records Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Scenario Planning
  • Stock Management
  • Summary Reports
  • Third Party Integrations
  • Valuation Management
  • Visual Analytics
  • Workflow Management

Integrations

  • Total integrationsN/A
  • Authorize.net
  • Dropbox Business
  • Dynamics 365
  • FreshBooks
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier
  • Total integrationsN/A
  • Authorize.net
  • Dropbox Business
  • Dynamics 365
  • FreshBooks
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

Captable.io vs. FolioSure

See how Captable.io and FolioSure stack up against each other by comparing features, pricing, ratings, integrations, security & more.

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