Solution Overview
Unlock the Future of Portfolio Management with FolioSure
FolioSure is a state-of-the-art portfolio management solution that leverages AI-powered technology and expert oversight, enabling private market players to achieve unparalleled efficiency and accuracy.
By integrating advanced analytics and domain expertise, FolioSure empowers investors to make informed decisions, optimize their strategies, and drive growth. Our innovative platform provides real-time insights and comprehensive reporting capabilities, ensuring you stay ahead of the curve. With personalized support and guidance from our expert-managed services, FolioSure helps you navigate complex investment landscapes with confidence.
Why Choose Foliosure
Cost-effectiveness
30-40% more cost-effective than other portfolio monitoring service providers
Shorter turnaround
40-50% shorter turnaround time for private market portfolio monitoring and LP reporting.
Accuracy
Achieve unparalleled accuracy in your data management
In-built auditing
100% audited data that can be used directly in client reports and PPTs.
Managed Service
Expert team manages data collection, reconciliation, and reporting, ensuring accuracy and oversight
Highly Configurable
Custom dashboards, charts, and outputs tailored to your needs
Real-Time Data Capture
Live updates at firm, fund, and portfolio company levels, enabling timely analysis and faster response
Solution Features
Automated Document Management
Effortlessly collect, track, and manage all necessary documents and streamline your workflow.
AI-Driven Data Extraction
Utilize AI-powered technology for precise data extraction and placement, enhancing accuracy and efficiency in your data management processes.
Robust Quality Control
Ensure data accuracy and reliability with our comprehensive quality control measures.
Seamless Data Traceability
Trace data effortlessly from its source to the final report, providing transparency and accountability throughout the entire process.
Real-Time KPI Creation
Customize and add specific Key Performance Indicators (KPIs) to meet your unique requirements.
Powerful Analytics and Dashboards
Visualize data with interactive charts and advanced analytics using Business Intelligence (BI) tools, making complex data easy to understand.
User-Friendly Excel Plug-in
Integrated add-in for real-time updates to your Excel models and reports, ensuring your data is always current and accurate.
Bespoke Reports
Create tailored reports that suit your specific needs, providing personalized insights and detailed analysis.
Customizable Access and Workflow
Set user-specific access rights and define different stages of workflow, ensuring secure and efficient operations.
Instant FX Conversion
Instantly convert KPIs and financials into different currencies to meet specific requirements, simplifying international transactions and reporting.
Dynamic Formula Builder
Build custom formulas to suit your unique requirements, enhancing flexibility and precision in your calculations.
Third-Party Integration
Seamlessly integrate with other third-party platforms, ensuring interoperability and expanding your system’s capabilities.
Customer Testimonials
The digital marketing team has been very responsive to requests and particularly helpful in navigating through multiple country market content in several languages. The team has been clear in its communications on progress of work and any workload concerns.
Senior Marketing Manager
US investment management firm
