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FolioSure

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Software Status:Active

About FolioSure

FolioSure is a portfolio monitoring software from Acuity Knowledge Partners that supports private market operations. It includes AI-powered data extraction, automated valuations, and investor reporting to help firms efficiently manage their portfolios. FolioSure is powered by AgentFleet, improving its functionality with advanced analytics and reporting capabilities. This platform is designed to cater to the specific needs of private market firms, providing timely insights and facilitating decision-making. By using AI technology, it simplifies monitoring processes, making it easier for teams to stay informed about portfolio performance. Key capabilities: AI-powered data extraction Automated valuations Portfolio monitoring Investor reporting Analytics support Best for: private market firms that need efficient portfolio management and monitoring solutions.

FolioSure Details

Vendor
Acuity Knowledge Partners
Year Launched
2002
Location
Acuity Knowledge Partners (UK) Limited, 4th Floor, Martin House, 5 Martin Lane, London EC4R 0DP
Deployment
cloud
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English, Chinese
Users
Portfolio Managers, Fund Accountants, Private Equity Analysts, Financial Data Analysts, Investment Managers, Risk and Compliance Officers, Reporting Specialists, Venture Capital Associates
Industries Served
Energy and Utilities Research, Telecom, Media and Technology (TMT), Fintech, Pharmaceutical Research and Life Sciences Solutions, Healthcare Services, Metals and Mining Research, Automotive Industry Research, Retail and CPG
Tags
Portfolio Monitoring | AI-Powered Analytics | Private Equity | Venture Capital | Data Management | Investor Reporting | Fund Operations | Financial Technology | Managed Services | Business Intelligence

FolioSure's In-App Market Place

Does FolioSure have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

NA

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), JPY (¥), CAD (C$), AUD (A$), CHF (CHF), CNY (¥), INR (₹), MXN ($), SEK (kr), KRW (₩), SGD (S$)

Pros & Cons

  • Reduces overall portfolio monitoring costs by up to forty percent.
  • Provides fully audited, verified, and transparent data across all portfolios.
  • Significantly improves reporting turnaround time, delivering results up to fifty percent faster.
  • Offers real-time, AI-enhanced analytics with customizable KPIs and performance dashboards.
  • Includes managed services supporting comprehensive data validation and reconciliation accuracy.
  • Complex configurations may require specialized technical expertise during initial setup.
  • Limited public pricing transparency available, requiring direct inquiries for detailed estimates.
  • Primarily targeted toward private market users, limiting adoption in broader finance.
  • May require significant integration efforts with existing legacy technology systems.

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