Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Overseeing contracts, risks, compliance, incidents, and audits can often be intricate and labor-intensive. If you seek a solution that is not only user-friendly but also quick to deploy, consider exploring Folio. Folio offers customizable templates, streamlined workflows, timely notifications, and comprehensive reports that ensure nothing falls through the cracks. Many risk management systems merely serve as superficial compliance tools, but Folio transforms Risk Management from an infrequent task into an integral part of business operations. By addressing Risk, Compliance, Incidents, and Audits, Folio provides significant value to Boards, Management, and Operational Teams alike. It stands out as the premier resource for contract-related information, overseeing the entire contract lifecycle—from the initial request to performance management and eventual renewal. Moreover, Folio enhances Contract Management beyond just the basic functions of document storage and monitoring contract expiration dates, allowing organizations to achieve a higher level of efficiency and effectiveness in their contract processes. This comprehensive approach not only simplifies management tasks but also fosters a proactive culture of compliance and risk awareness within the organization.

Description

FolioSure provides Private Equity (PE) or Venture Capital (VC), firms an advantage in portfolio monitoring, data operations functions, and portfolio monitoring. FolioSure, a cloud-based portfolio-monitoring system that tracks and compares portfolio companies' performance, is an end-to–end cloud-based tool. It can be integrated into your existing tech stack and processes and customized according to your requirements.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Kwela Solutions

Founded

2013

Country

Australia

Website

www.usefolio.com

Vendor Details

Company Name

Acuity Analytics

Founded

2002

Country

United Kingdom

Website

www.acuityanalytics.com/technology/digital-solutions/private-markets/

Product Features

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Desktop Publishing

For Newspapers / Magazines
For Printing
For eBooks
HTML Import / Export
Handles Database Formats
Image Editing
Multiple Editing Layers
Object Snapping / Grouping
PDF Export / Import
Templates

Product Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

Alternatives

VESTBERRY Reviews

VESTBERRY

Vestberry