--- title: "FolioSure Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about FolioSure Software - reviews, pricing plans, popular comparisons to other Equity Management products and more." source_url: "https://www.capterra.com/p/208263/FolioSure/" page_type: "product" language: "en" --- # FolioSure Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) FolioSure ## What is FolioSure? FolioSure is an AI-powered portfolio monitoring and reporting solution built for Private Markets. It helps Private Markets firms track portfolio performance, manage valuations and deliver investor reporting with speed, accuracy and confidence without relying on manual spreadsheets or fragmented systems. FolioSure combines proprietary AI-powered data extraction and analytics with expert human oversight to eliminate duplication, improve data quality and create a single source of truth. Its flexible reporting adapts to evolving investor and regulatory requirements, while built-in valuation capabilities support consistent, defensible outputs using methods such as Discounted Cash Flow (DCF) and relative valuation models. Seamless API integrations with fund accounting systems, CRMs and data warehouses reduce reporting time and monitoring effort, resulting in audit-ready reporting, clearer insights and greater confidence in every investment decision. ## What is FolioSure used for? [Equity Management](https://www.capterra.com/equity-management-software/)[Investment Management](https://www.capterra.com/investment-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $15000 Per User, One Time Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for FolioSure?[Manage this product listing](https://www.g2.com/products/civicgov/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### FolioSure 0.0 VS. [### Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/) [4.6 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/) Starting Price $15000 Per User, One Time Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.5 (85) Value For Money 0.0 (0) Value For Money 4.4 (65) Customer Service 0.0 (0) Customer Service 4.8 (80) ## FolioSure alternatives [Orchestra](https://www.capterra.com/p/215575/Orchestra/) [4.8 (11)](https://www.capterra.com/p/215575/Orchestra/reviews/) Starting price $2.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/215575/Orchestra/) [Juniper Square](https://www.capterra.com/p/171269/Juniper-Square/) [4.9 (61)](https://www.capterra.com/p/171269/Juniper-Square/reviews/) Starting price $18000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/171269/Juniper-Square/) [Carta](https://www.capterra.com/p/220278/Carta/) [4.2 (66)](https://www.capterra.com/p/220278/Carta/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/220278/Carta/) Highest Rated [Vestd](https://www.capterra.com/p/207791/Vestd/) [4.9 (109)](https://www.capterra.com/p/207791/Vestd/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207791/Vestd/) ## FAQs about FolioSure Overview ### What company size and specific industries is FolioSure built for? FolioSure is designed for alternative asset managers and investment firms in private equity, venture capital, private credit, fund of funds, secondaries, real estate, and infrastructure funds. It is aimed at organizations of any size operating in these investment sectors, rather than a specific small, mid-market, or enterprise segment. Features and Usability ### What are the key features of FolioSure? FolioSure offers portfolio management, investments tracking, fund management, and valuation management for investment operations. It also includes client management, CRM, and a client portal, plus compliance tracking, investor reporting, benchmarking, performance metrics, customizable reports, document storage, alerts/notifications, and third-party integrations. Getting Started and Support ### What training and onboarding options does FolioSure offer? FolioSure provides in person training, live online sessions, documentation, and videos. In person and live online formats support guided instruction, while documentation and videos offer written and visual reference materials for teams using the product. Getting Started and Support ### What customer support options does FolioSure offer? FolioSure provides email/help desk support and phone support for customer questions. No reviewer feedback about support experience is available, so user sentiment on response times, helpfulness, or common frustrations cannot be summarized here. ## Features AI summary Based on 877 Equity Management reviews Capterra data shows that buyers of investment management software rank the following features as their top priorities: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) FolioSure supports all three features that reviewers rate highest: **Performance Metrics**, **Reporting/Analytics**, and **Investments Tracking**. Together, these capabilities help businesses monitor portfolio results, review investment data more clearly, and keep holdings up to date, allowing teams to make informed decisions and manage assets with greater confidence. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Benchmarking Compare key metrics for the business against prominent players in the industry Client Management Manage contact details and communication with clients FolioSure 26 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Benchmarking: Compare key metrics for the business against prominent players in the industry - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Storage: Store and organize documents in a centralized system - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - For Investors & Traders: Used by retail investors and active traders/day traders - Fund Management: Manage allocation and performance of financial assets - Investments Tracking: Monitor capital allocation and asset prices over time - Investor Reporting: Compile and report on all investor activities - Mobile Access: Access software remotely via mobile devices - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Private Equity: Shares and stocks owned by individuals in a company that is not trading publicly in the stock market - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Valuation Management: Assessment technique to estimate the current worth of an asset or company --- ## Pricing Free Trial Basic $15,000 Per User,One Time ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.