Unlock the Future of Portfolio Management with FolioSure

FolioSure is a state-of-the-art portfolio management solution that leverages AI-powered technology and expert oversight, enabling private market players to achieve unparalleled efficiency and accuracy.

By integrating advanced analytics and domain expertise, FolioSure empowers investors to make informed decisions, optimize their strategies, and drive growth. Our innovative platform provides real-time insights and comprehensive reporting capabilities, ensuring you stay ahead of the curve. With personalized support and guidance from our expert-managed services, FolioSure helps you navigate complex investment landscapes with confidence.

 

Why Choose FolioSure

Cost-effectiveness

Cost-effectiveness

30-40% more cost-effective than other portfolio monitoring service providers

Shorter turnaround

Shorter turnaround

40-50% shorter turnaround time for private market portfolio monitoring and LP reporting.

Accuracy

Accuracy

Achieve unparalleled accuracy in your data management

In-built auditing

In-built auditing

100% audited data that can be used directly in client reports and PPTs.

Managed Service

Managed Service

Expert team manages data collection, reconciliation, and reporting, ensuring accuracy and oversight

Highly Configurable

Highly Configurable

Custom dashboards, charts, and outputs tailored to your needs

Real-Time Data Capture

Real-Time Data Capture

Live updates at firm, fund, and portfolio company levels, enabling timely analysis and faster response

Solution Features

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Automated Document Management

Effortlessly collect, track, and manage all necessary documents and streamline your workflow.

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AI-Driven Data Extraction

Utilize AI-powered technology for precise data extraction and placement, enhancing accuracy and efficiency in your data management processes.

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Robust Quality Control

Ensure data accuracy and reliability with our comprehensive quality control measures.

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Seamless Data Traceability

Trace data effortlessly from its source to the final report, providing transparency and accountability throughout the entire process.

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Real-Time KPI Creation

Customize and add specific Key Performance Indicators (KPIs) to meet your unique requirements.

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Powerful Analytics and Dashboards

Visualize data with interactive charts and advanced analytics using Business Intelligence (BI) tools, making complex data easy to understand.

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User-Friendly Excel Plug-in

Integrated add-in for real-time updates to your Excel models and reports, ensuring your data is always current and accurate.

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Bespoke Reports

Create tailored reports that suit your specific needs, providing personalized insights and detailed analysis.

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Customizable Access and Workflow

Set user-specific access rights and define different stages of workflow, ensuring secure and efficient operations.

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Instant FX Conversion

Instantly convert KPIs and financials into different currencies to meet specific requirements, simplifying international transactions and reporting.

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Dynamic Formula Builder

Build custom formulas to suit your unique requirements, enhancing flexibility and precision in your calculations.

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Third-Party Integration

Seamlessly integrate with other third-party platforms, ensuring interoperability and expanding your system’s capabilities.

Case Study

Transitioning of US-based Private Equity and Credit firm from a traditional portfolio monitoring platform to FolioSure

Value-add and perks

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45%

faster turnaround time

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30-40%

reduction in costs

Our Perspective

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CLO challenges and opportunities in 2025

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Advancing portfolio monitoring tools through technology

Advancing portfolio monitoring tools through technology

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Due diligence checklist for venture capital investors

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Role of Technology in ESG Data and Reporting

Role of Technology in ESG Data and Reporting

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