End-To-End Cloud-Based Portfolio Monitoring Solution

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.

  • Managed Services

  • 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?

  • Cost-Effective

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

  • Shorter Turnaround

    40-50% shorter turnaround time for 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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