FolioSure – Portfolio Monitoring for Private Equity & Venture Capital

FolioSure enables General Partners (GP) and Limited Partners (LP) with accurate tracking and comparison of the performance of portfolio companies.

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Take Full Control of Your Portfolio’s Life Cycle

FolioSure gives Private Equity (PE) and Venture Capital (VC) firms an advantage in portfolio monitoring and data operations functions. FolioSure is a cloud-based portfolio-monitoring solution that enables accurate tracking and comparison of the performance of portfolio companies. It can fully integrate into your current tech stack and processes and can be customised in line with your requirements so you can take full control of your portfolios’ lifecycles.

  • Managed Portfolio Monitoring Solution

    Our PE and VC portfolio monitoring experts liaise with multiple stakeholders for data sourcing, consistency and accuracy. They also analyse available data to draw actionable insights using customised trendline charts

  • Configurable Reporting Templates

    The user can design multiple reporting templates for LPs. The templates can be configured in line with changing dynamics of portfolio investments or reporting requirements

  • 350+ In-Built KPIs and Metrics

    Choose from over 350 KPIs for more than 25 sectors and sub-sectors that are built into the tool. The user can additionally add multiple new KPIs to any portfolio investment with just a click of a button in real-time.

  • Robust Cash Flow Engine

    FolioSure has an inbuilt engine to calculate gross/ net TVPI and IRR using fund cashflow. Fund track record data is calculated/updated automatically on a quarterly basis

  • FX API Integration

    The system is linked to an FX API service provider to fetch FX rates in real time to convert portfolio financials into the desired currency and analyse fund track records in a company’s reporting currency

  • Detailed Benchmarking Analysis

    A company’s performance and financials can be tracked and compared against industry benchmarks. The user can analyse performance by comparing actual vs budgeted vs investment-case numbers

Why Choose FolioSure?

  • Cost-Effective

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

  • Shorter Turnaround

    40-50% shorter turnaround time for private equity & venture capital portfolio monitoring and LP reporting.

  • In-built Auditing

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

“My primary use of the platform has been for investor reporting. The platform is intuitive and flexible. The FolioSure team has been a pleasure to work with throughout this process. They are attentive, thorough, and efficient – and most importantly, focused on making sure that they understand what you need before they undertake any work to minimise iterations. It’s so easy to communicate with them. Making the switch to FolioSure was the right decision.”

Investor Relations Manager,
Helios Investment Partners

Customisable and Scalable Portfolio Management

Customise and fully integrate FolioSure into your current tech stack and processes for full control of your portfolio’s life cycle.

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