Run your portfolio like the largest funds do.
Pipeline, portfolio, LPs, reports and documents in one private workspace, with an AI analyst that does the busywork and shows its sources.
Free for up to 3 companies · No card needed
Built for everyone who backs private companies
Angel investors
Free for up to 3 companies. Finally, one place for every cheque and update.
Emerging managers
Raise Fund I or II with an LP CRM and reports that look like a large firm’s.
Family offices
Direct deals and fund commitments side by side, with an audit trail.
Venture funds
Every partner on the same pipeline, portfolio and LP picture.
Foliant Pro in 80 seconds
Raise your next fund from the same place you run the last one.
How it works
Set up before your next coffee.
- 1
Sign up in a minute
With your work email or Google. Passkeys mean no passwords to remember, or to leak.
- 2
Your portfolio, found for you
Foliant reads your firm’s public investments from your email domain. Pick the ones you work on.
- 3
Run everything from one place
Pipeline, portfolio, LPs, reports and documents, with a morning brief of what needs you.
Product
Everything your book needs. Nothing it doesn’t.
Foliant keeps your companies, documents and relationships together, and every morning tells you what changed and what needs you.
Replaces the patchwork
One login instead of five tools that never agree.
- Portfolio spreadsheets
- A separate LP CRM
- Data rooms and shared drives
- Copy-pasted LP updates
Security
Private by design.
Your book is the most sensitive thing you own. Only the people you invite can see it, and admins can see everything they do.
Passkeys, no passwords
Sign in with Face ID, Touch ID or a security key, or with Google.
Encrypted vault
Every document is encrypted with AES-256 before it is stored.
Your firm only
Each firm gets its own private workspace; portfolio imports follow your email domain.
Audit log
Every sign-in, share, export and change, with who, when and from which device.
Pricing
Start free. Upgrade when your book grows.
Every account starts free. Prices in US dollars; Pro is billed per user.
Free
For angels getting organised.
$0forever
- Track up to 3 companies
- Pipeline, portfolio and diligence
- Encrypted vault
- Passkey sign-in
Pro
For active investors and funds.
$99per user / month
- Unlimited companies
- Fundraising: LPs, outreach and LP reports
- Foliant AI and autofill
- Radar and the morning brief
- Audit log for admins
Pro annual
Best valueEverything in Pro, billed yearly.
$999per user / year
- Everything in Pro
- Two months free, saving $189 a year
- Priority onboarding
Questions, answered.
What is Foliant?+
Foliant is portfolio management software for venture capital funds, angels and family offices: pipeline, portfolio, LP CRM and fundraising, LP reports, an encrypted vault and an AI analyst in one private workspace.
Who is Foliant for?+
Venture capital funds, angel investors, family offices and anyone managing a portfolio of private companies, from a single angel to a fund team.
How much does Foliant cost?+
Free for up to 3 companies. Pro is $99 per user per month, or $999 per user per year, and adds unlimited companies and the Fundraising module.
Do I need a work email to sign up?+
No, but Foliant works best with one: it finds your firm’s portfolio from your email domain and lets colleagues join your workspace.