# FolioSure Software Reviews, Demo & Pricing - 2026

> Review of FolioSure Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/equity-management/foliosure-profile

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FolioSure

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Overview

# FolioSure 2026: Benefits, Features & Pricing

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   User Reviews
    

## Overview

FolioSure

No reviews yet

Pricing

Starting at $15,000.00 one time

Top Alternatives

### 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 User Interface

## Popular FolioSure Alternatives

Main Product

FolioSure

No reviews yet

Ratings Breakdown

-   Ease of use
-   Value for money
-   Customer support
-   Functionality

Pricing

Starting at $15000.00 one time

Alternative Product

[Backstop](https://www.softwareadvice.com/equity-management/backstop-profile/)

4.3

[(46)](https://www.softwareadvice.com/equity-management/backstop-profile/#reviews)

Ratings Breakdown

-   4.15Ease of use
-   4.03Value for money
-   4.42Customer support
-   4.24Functionality

Pricing

Starting at $3000.00 per year

Alternative Product

[Morningstar Direct](https://www.softwareadvice.com/product/526658-Morningstar-Direct/)

4.1

[(251)](https://www.softwareadvice.com/product/526658-Morningstar-Direct/reviews/)

Ratings Breakdown

-   3.65Ease of use
-   3.85Value for money
-   4.17Customer support
-   4.24Functionality

Pricing

Available upon request

Alternative Product

[Human Interest](https://www.softwareadvice.com/investment-management/human-interest-profile/)

4.0

[(36)](https://www.softwareadvice.com/investment-management/human-interest-profile/#reviews)

Ratings Breakdown

-   4.14Ease of use
-   3.81Value for money
-   3.81Customer support
-   3.97Functionality

Pricing

Starting at $80.00 per month

Alternative Product

[WOWS Investment Portal](https://www.softwareadvice.com/nonprofit/wows-invest-profile/)

4.7

[(97)](https://www.softwareadvice.com/nonprofit/wows-invest-profile/reviews/)

Ratings Breakdown

-   4.63Ease of use
-   4.57Value for money
-   4.33Customer support
-   4.59Functionality

Pricing

Starting at $249.00 per month

Alternative Product

[Avestor](https://www.softwareadvice.com/product/523559-Avestor/)

5.0

[(8)](https://www.softwareadvice.com/product/523559-Avestor/reviews/)

Ratings Breakdown

-   4.75Ease of use
-   4.50Value for money
-   5.0Customer support
-   4.88Functionality

Pricing

Starting at $600.00 per month

## 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
    

## FolioSure User Reviews

No Reviews Yet

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