Audience

Private Equity, Venture Capital, Fund of Funds, Pension Funds, Alternative Asset Managers, Family Offices

About FolioSure

Private market leaders are under pressure to act faster, stay sharper, and deliver deeper insights — all while managing growing data complexity.

FolioSure, powered by Agentic AI, is built to meet that challenge head-on. It enables smarter, faster portfolio monitoring by combining intelligent data extraction, real-time insights, and integrated analytics — purpose-built for private markets teams.

🔹 Cut reporting time by up to 35%
🔹 Streamline workflows with seamless system integrations
🔹 Get support for valuation models, investor queries, and regulatory demands
🔹 Monitor complex structures including CLOs effortlessly

If your current infrastructure can’t keep up with the pace of decisions — it’s time to rethink what’s possible. FolioSure gives you clarity when it matters most.

We serve Private Equity, Fund of Funds, Private Credit, Secondaries, Venture Capital, Alternative Asset Managers, Pension Funds, Sovereign Wealth Funds and Real Assets.

Pricing

Pricing Details:
Contact us for pricing information

Integrations

No integrations listed.

Ratings/Reviews

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ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

Acuity Analytics
Founded: 2002
United Kingdom
www.acuityanalytics.com/technology/digital-solutions/private-markets/

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Support
Phone Support
Online

FolioSure Frequently Asked Questions

Q: What kinds of users and organization types does FolioSure work with?
Q: What languages does FolioSure support in their product?
Q: What kind of support options does FolioSure offer?
Q: What type of training does FolioSure provide?
Q: What pricing for support is available for FolioSure?
Q: What pricing for training is available for FolioSure?

FolioSure Product Features

Equity Management

Deal Management Supported
Document Storage Supported
Participant Portal Supported
Portfolio Management Supported
Private Equity Supported
Valuation Management Supported
Cap Table Management Not Supported
ESOP Management Not Supported
Financial Modeling Not Supported
Options Management Not Supported
Public Equity Not Supported
VSOP Management Not Supported
Vesting Management Not Supported

Financial Reporting

Audit Trail Not Supported
Balance Sheet Not Supported
Consolidation / Roll-Up Not Supported
Forecasting Not Supported
Multi-Department / Project Not Supported
Multi-Company Not Supported
Profit / Loss Statement Not Supported
Income Statements Not Supported
Cash Management Not Supported
"What If" Scenarios Not Supported
General Ledger Not Supported

Investment Management

Benchmarking Supported
Client Management Supported
Data Import / Export Supported
For Investors & Traders Supported
Fund Management Supported
Performance Metrics Supported
Portfolio Management Supported
Accounting Management Not Supported
Bonds / Stocks Not Supported
Commodities Not Supported
Compliance Reporting Not Supported
For Investment Advisors Not Supported
Modeling & Simulation Not Supported
Payroll & Commissions Not Supported
Risk Management Not Supported