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.
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?
30-40% more cost-effective than other service providers for portfolio monitoring.
40-50% shorter turnaround time for private equity & venture capital 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.