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 by Acuity Knowledge Partners is an AI-powered portfolio monitoring and reporting solution designed specifically for private market investors, including private equity, venture capital, and credit firms. The platform revolutionizes portfolio management by combining artificial intelligence, advanced analytics, and managed services to enhance data accuracy, transparency, and efficiency. It automates data extraction, validation, and reporting while maintaining 100% audited data that can be used directly in investor reports and presentations. FolioSure provides real-time insights across firms, funds, and portfolio companies, allowing investors to make data-driven decisions and respond swiftly to market dynamics. With built-in auditing, configurable dashboards, and KPI creation, it ensures transparency and traceability at every level. The platform also integrates with third-party systems and supports custom workflows, dynamic formulas, and instant FX conversion to streamline multi-currency and cross-border operations. Offering a 30–40% cost reduction and a 40–50% faster turnaround time compared to competitors, FolioSure is ideal for financial institutions seeking scalability, automation, and compliance. With ISO 27001-certified data security and expert-managed service support, FolioSure delivers unmatched performance, accuracy, and adaptability in private market portfolio management.
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.
Features
Key features
- AI-Driven Data Extraction
- Uses artificial intelligence to automatically extract and structure portfolio data for higher accuracy and reduced manual errors.
- Real-Time KPI Creation
- Allows users to create and modify KPIs instantly, enabling continuous monitoring and agile performance assessment.
- Automated Document Management
- Simplifies the collection, organization, and tracking of essential fund documents through automation.
- Powerful Analytics and Dashboards
- Provides interactive visualization tools and BI-powered analytics for clear and actionable insights.
- In-built Auditing and Data Traceability
- Ensures all data is verified and traceable from source to report for transparency and compliance.
- Highly Configurable Interface
- Offers customizable dashboards, reports, and workflows tailored to specific organizational needs.
- Managed Service Support
- Provides expert oversight for data collection, reconciliation, and quality control to ensure operational reliability.
Additional features
- AI-Powered Data Extraction
- Automatically identifies and processes key data points from multiple sources with high precision.
- Automated Document Management
- Streamlines the process of collecting and maintaining portfolio documents, reducing administrative overhead.
- Quality Control Framework
- Implements a robust quality assurance process to maintain data integrity and accuracy.
- Seamless Data Traceability
- Tracks data from input to output, offering complete auditability throughout the system.
- Real-Time Data Capture
- Updates portfolio data instantly at the firm, fund, and company levels for timely insights.
- Dynamic Formula Builder
- Enables the creation of custom formulas and metrics to suit specific reporting requirements.
- Instant FX Conversion
- Converts KPIs and financial metrics into multiple currencies instantly, supporting global portfolios.
- Excel Plug-in Integration
- Synchronizes with Excel for real-time updates and seamless report creation.
- Third-Party Integrations
- Connects effortlessly with other data systems, BI tools, and fund management platforms.
- Bespoke Reporting Tools
- Produces customizable, detailed reports that align with client and investor needs.
Pricing
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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
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
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.
FolioSure's Support Options
Email Address
contact@acuitykp.comContact
+44 20 7550 4499Documentation
https://www.acuitykp.com/discover-whitepapers/FolioSure's Alternatives
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