Smart Automations For Your Portfolio
Smart Automations For Your Portfolio
Smart Automations For Your Portfolio
FolioView streamlines data operations, analytics and decision-making for asset management, private equity, government agencies, and portfolio managers.
FolioView streamlines data operations, analytics and decision-making for asset management, private equity, government agencies, and portfolio managers.
FolioView streamlines data operations, analytics and decision-making for asset management, private equity, government agencies, and portfolio managers.
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Request Demo
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Features
Features
Features
Instant Flexibility
Instant Flexibility
Collect all types of portfolio data, including ESG and other qualitative data directly from portfolio companies, via intuitive interfaces.
Collect all types of portfolio data, including ESG and other qualitative data directly from portfolio companies, via intuitive interfaces.
Collect all types of portfolio data, including ESG and other qualitative data directly from portfolio companies, via intuitive interfaces.
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Request Demo
Request Demo
Real-Time Intelligence
Real-Time Intelligence
Dynamically visualize information acrosstime periods and by other attributes.
Dynamically visualize information acrosstime periods and by other attributes.
Dynamically visualize information acrosstime periods and by other attributes.
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Request Demo
Request Demo
Seamless Integration
Quickly and easily transition to using
FolioView without much difficulty
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Real-Time Intelligence
Dynamically visualize information acrosstime periods and by other attributes.
Request Demo
Seamless Integration
Quickly and easily transition to using
FolioView without much difficulty
Request Demo
How It Works
How It Works
Data Management
Data Management
Data Management
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+
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Reporting
Reporting
Reporting
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+
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Reporting
Reporting
Reporting
Automate data collection from
portfolio companies with no
changes to existing workflows
Automate data collection from
portfolio companies with no
changes to existing workflows
Automate data collection from
portfolio companies with no
changes to existing workflows
+
+
+
Streamline and automate data
analysis and accounting
processes without changing formats
Streamline and automate data
analysis and accounting
processes without changing formats
Streamline and automate data
analysis and accounting
processes without changing
formats
+
+
+
Make use of a ‘single source of
truth’ with cloud analytics, Excel
tools, and automated reporting
Make use of a ‘single source of
truth’ with cloud analytics, Excel
tools, and automated reporting
Make use of a ‘single source of
truth’ with cloud analytics, Excel
tools, and automated reporting
Intergrations
Intergrations
Intergrations
Connect to Content
Add layers or components to infinitely loop on your page.
Connect to Content
Add layers or components to infinitely loop on your page.
Connect to Content
Add layers or components to infinitely loop on your page.
Frequently Asked Questions
Frequently Asked Questions
Frequently Asked Questions
What is FolioView?
FolioView is a portfolio intelligence platform that gives investment teams a single, live view of performance, risk, compliance, and ESG.
What is FolioView?
FolioView is a portfolio intelligence platform that gives investment teams a single, live view of performance, risk, compliance, and ESG.
What is FolioView?
FolioView is a portfolio intelligence platform that gives investment teams a single, live view of performance, risk, compliance, and ESG.
Who is it for?
Private equity, venture capital, fund-of-funds, DFIs, family offices, and institutional LPs.
Who is it for?
Private equity, venture capital, fund-of-funds, DFIs, family offices, and institutional LPs.
Who is it for?
Private equity, venture capital, fund-of-funds, DFIs, family offices, and institutional LPs.
What problem does it solve?
It replaces spreadsheets and static reports with real-time portfolio visibility and early risk signals.
What problem does it solve?
It replaces spreadsheets and static reports with real-time portfolio visibility and early risk signals.
What problem does it solve?
It replaces spreadsheets and static reports with real-time portfolio visibility and early risk signals.
What can I track?
Financial performance, portfolio KPIs, risk indicators, ESG metrics, and custom investment-specific data.
What can I track?
Financial performance, portfolio KPIs, risk indicators, ESG metrics, and custom investment-specific data.
What can I track?
Financial performance, portfolio KPIs, risk indicators, ESG metrics, and custom investment-specific data.
Does it work for direct investments and funds?
Yes — FolioView supports direct investments, fund investments, and mixed portfolios.
Does it work for direct investments and funds?
Yes — FolioView supports direct investments, fund investments, and mixed portfolios.
Does it work for direct investments and funds?
Yes — FolioView supports direct investments, fund investments, and mixed portfolios.
How quickly can we get started?
Most teams are onboarded within days, with additional customisation rolled out as needed.
How quickly can we get started?
Most teams are onboarded within days, with additional customisation rolled out as needed.
How quickly can we get started?
Most teams are onboarded within days, with additional customisation rolled out as needed.
Is FolioView secure?
Yes. It uses enterprise-grade security with role-based access controls.
Is FolioView secure?
Yes. It uses enterprise-grade security with role-based access controls.
Is FolioView secure?
Yes. It uses enterprise-grade security with role-based access controls.
Can I see a demo?
Yes — demos are tailored to your portfolio and reporting needs.
Can I see a demo?
Yes — demos are tailored to your portfolio and reporting needs.
Can I see a demo?
Yes — demos are tailored to your portfolio and reporting needs.
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