FolioSure – Portfolio Monitoring for Private Equity & Venture Capital

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

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 an end-to-end cloud-based portfolio-monitoring tool that enables accurate tracking and comparison of the performance of portfolio companies. It can be fully integrated into your current tech stack and processes, and be customised according to your requirement.

  • Managed Services

    Our PE and VC portfolio monitoring experts liaise with multiple stakeholders for data sourcing, consistency and accuracy

  • Fully Customisable and Flexible

    Customisable according to user requirements – dashboard charts and analytics can be modified within a short period of time

  • 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

  • Robust Cash Flow Engine

    Robust cash flow engine to calculate investment values, multiples and IRRs

  • Built-In Financial Data Extraction (FDE) Tool

    Automated data extraction from quarterly reports (PDF format) into Excel significantly improves turnaround time

  • Bespoke Investor Reporting

    Generate comprehensive bespoke reports periodically to share with LPs and for internal consumption

Why Choose FolioSure?

  • Cost-Effective

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

  • Shorter Turnaround

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

  • Integrated Monitoring

    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.”

Evelina Olago

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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