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Folify vs PrivateTechShares

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

Folify compared with PrivateTechShares
DetailFolify logo FolifyPrivateTechShares logo PrivateTechShares
What it doesPortfolio rebalancing tool for investors Understand what your startup equity is really worth — and what to do with it
StageNot given Not given
FoundedNot given Not given
Based inNot given GB
Pricing modelNot given Not given
PricingBasic: $5/month or $40/year (billed yearly). Pro: $8/month or $60/year. Ultra: $12/month or $100/year. First month free. Free tools including estimator and calculators with no sign-up required. Equity Starter Kit: free download. Equity Toolkit — US: $39 (one-off). Equity Toolkit — Europe: €39 (one-off). Equity Position Report: $129 (includes toolkit). Optional 24-hour human review: additional $249. RSU Prep Pack: $19.
Key features
  • Portfolio holdings monitoring across multiple accounts
  • Multi-segment allocation tracking with up to 10 levels
  • Allocation drift notifications via email and Telegram
  • Rebalancing plan calculation with specific asset actions
  • Support for stocks, ETFs, crypto and currencies from 70+ exchanges
  • Customizable drift limits and waiting periods for alerts
  • Automatic 24/7 value and allocation updates
  • 15-minute delayed or end-of-day market data
  • Free share value estimator adjusted for common vs preferred, dilution and sale tax by country
  • Free exercise cost calculator including AMT tax implications
  • Over 250 US and 50+ European company guides with valuation data
  • Tax guides for 7 countries: Germany, UK, France, Spain, Italy, Netherlands and Poland
  • Free RSU withholding and ESPP analysis tools for public company stock
  • Exit waterfall calculator showing proceeds after investor preferences
  • Equity Position Report with personalized dilution and tax analysis
  • Ready-to-send sale documents and Deal Room control panel
  • Free equity glossary and 2026 liquidity data
What makes it different
  • User-defined rules determine when alerts trigger, not the system
  • Alerts only sent when both drift and time conditions are met simultaneously
  • Detailed rebalancing actions specify exactly which assets to buy and sell in each account
  • Nested segment structure allows organizing portfolios by purpose, region, risk or custom categories
  • Plain-English guidance with sources shown for tax rates, valuations and rules
  • User maintains complete control over all decisions and equity
  • GDPR-compliant data minimization with no data selling
  • Structured A-Z deal map with clear professional stop points
Community votes00
DR (Domain Rating by Ahrefs)Not checked yet no change since last check13 no change since last check
Trust Flow (Majestic)09
Citation Flow (Majestic)027
Referring domains (Majestic)055

4 details filled in for both companies.

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