---
description: Review of FolioSure Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: FolioSure | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/4566/investment-management/software) > [FolioSure](/software/186481/foliosure)

# FolioSure

Canonical: https://www.softwareadvice.co.nz/software/186481/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.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Acuity Analytics
- **Location**: London, UK
- **Founded**: 2002

## Commercial Context

- **Starting Price**: US$15,000.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Contact Acuity Knowledge Partners for pricing information.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Albania, Andorra, Australia, Austria, Belarus, Belgium, Bosnia & Herzegovina, Bulgaria, Canada, Croatia, Cyprus, Czechia, Denmark, Estonia, Faroe Islands, Finland, France, Germany, Gibraltar, Greece and 40 more

## Features

- API
- Accounting
- Activity Dashboard
- Alerts/Notifications
- Benchmarking
- CRM
- Client Management
- Client Portal
- Compliance Tracking
- Customisable Reports
- Data Import/Export
- Deal Management
- Document Storage
- Financial Analysis
- For Investors & Traders
- Fund Management
- Investments Tracking
- Investor Reporting
- Mobile Access
- Performance Metrics

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Investment Management Software](https://www.softwareadvice.co.nz/directory/4566/investment-management/software)

## Related Categories

- [Investment Management Software](https://www.softwareadvice.co.nz/directory/4566/investment-management/software)
- [Equity Management Software](https://www.softwareadvice.co.nz/directory/4683/equity-management/software)

## Alternatives

1. [Morningstar Direct](https://www.softwareadvice.co.nz/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Human Interest](https://www.softwareadvice.co.nz/software/240185/human-interest) — 4.0/5 (36 reviews)
3. [WOWS Investment Portal](https://www.softwareadvice.co.nz/software/430406/wows-invest) — 4.7/5 (97 reviews)
4. [Avestor](https://www.softwareadvice.co.nz/software/523559/Avestor) — 5.0/5 (8 reviews)
5. [DealCheck](https://www.softwareadvice.co.nz/software/224233/dealcheck) — 4.8/5 (38 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/186481/foliosure)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.softwareadvice.de/software/186481/foliosure> |
| en | <https://www.softwareadvice.com/equity-management/foliosure-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/186481/foliosure> |
| en-GB | <https://www.softwareadvice.co.uk/software/186481/foliosure> |
| en-IE | <https://www.softwareadvice.ie/software/186481/foliosure> |
| en-NZ | <https://www.softwareadvice.co.nz/software/186481/foliosure> |
| fr | <https://www.softwareadvice.fr/software/186481/foliosure> |

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