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FolioSure
Cloud-based portfolio monitoring & equity management tool
Table of Contents
FolioSure - 2026 Pricing, Features, Reviews & Alternatives
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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.
Key benefits of using FolioSure
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
Starting price
Alternatives
with better value for money
FolioSure’s user interface
FolioSure reviews
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FolioSure alternatives
FolioSure
Starting from
15000
/user
One-time payment
Yardi Investment Manager
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Morningstar Direct
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FolioSure pricing
Value for money rating:
Starting from
15000
/user
One-time payment
User opinions about FolioSure price and value
Value for money rating:
FolioSure support options
Typical customers
Platforms supported
Support options
FolioSure FAQs
FolioSure has the following pricing plans:
Starting from: $15000.00
Pricing model: One Time License
Free Trial: Available
These products have better value for money
Q. Who are the typical users of FolioSure?
FolioSure has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
Q. What languages does FolioSure support?
FolioSure supports the following languages:
English
Q. Does FolioSure offer an API?
No, FolioSure does not have an API available.
Q. What level of support does FolioSure offer?
FolioSure offers the following support options:
Email/Help Desk, Phone Support