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.
Fully Customisable and Flexible
300+ In-Built KPIs and Metrics
Robust Cash Flow Engine
Built-In Financial Data Extraction (FDE) Tool
Bespoke Investor Reporting
Why Choose FolioSure?
30-40% more cost-effective than other service providers.
40-50% shorter turnaround time for portfolio monitoring and LP reporting.
Minimises integration requirements using the tool’s full front-to back-office capability.
“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.