FolioSure 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

FolioSure

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Pricing

Starting at $15,000.00 one time

About FolioSure

FolioSure is a cloud-based solution designed to help private equity (PE) and venture capital (VC) firms monitor and analyze the performance of portfolio companies. Using the built-in cash flow engine, managers can calculate net total value (TVPI) and internal rates of return (IRR) on a centralized platform.

FolioSure comes with a dashboard, which enables administrators to track key performance indicators (KPIs), generate analytical reports and streamline the entire portfolio lifecycle. It provides a financial data extraction (FDE) tool, which can be utilized by businesses to retrieve relevant information from quarterly reports. Additionally, users can verify uploaded data and include them in reports to share with limited partners (LP) or stakeholders.

FolioSure facilitates integration with various third-party applications. Pricing is available on request and support is extended via phone, email and other online measures.

FolioSure Screenshots

FolioSure Pricing and Plans

Starting price: $15,000.00 one time

Free Trial

Free Version

Basic

$15,000.00

per user, one time

No plan information available

FolioSure Features

Popular features found in Investment Management
Accounting
Benchmarking
Bonds/Stocks
Client Management
Compliance Tracking
Financial Management
Fund Management
Investment Research
Modeling & Simulation
Portfolio Rebalancing
Risk Management
More features of FolioSure
Activity Dashboard
Alerts/Notifications
API
Client Portal
CRM
Customizable Reports
Data Import/Export
Deal Management
Document Storage
Financial Analysis
For Investors & Traders
Investments Tracking
Investor Reporting
Mobile Access
Performance Metrics
Portfolio Management
Private Equity
Reporting/Analytics
Reporting & Statistics
Third-Party Integrations
Valuation Management