For angel investors
Every angel cheque, tracked for you.
Foliant keeps your angel portfolio in one private place, and its agents watch every company you’ve backed so you hear what changed before the next founder update.
The product
Every cheque and SAFE in one place
Record each investment with its round, instrument, valuation and date. Follow-ons sit under the same company, and returns are calculated from dated cash flows.
Know what changed, every morning
Radar reads filings, company registers and dated news on every company you’ve backed, and a weekday brief tells you what moved.
Documents that stay private
SAFEs, side letters and updates live in an encrypted vault, and you can send documents for e-signature from the same place.
Research any startup in minutes
Foliant AI writes a dated, sourced read on any company before you invest: the business model, the funding history and the risks.
Tax estimates per holding
Add your tax residence, and Foliant estimates the tax position on each holding to discuss with your adviser.
Passkeys, no passwords
Sign in with Face ID, Touch ID or your device PIN. There is no password to leak.
How it works
- Step 1
Sign up with your email
It takes a minute, and there is no card to enter.
- Step 2
Add your companies
Paste a website or LinkedIn link and Foliant fills in the rest from public sources.
- Step 3
Let the agents work
Radar watches each company, and your brief arrives on weekday mornings.
Pricing
Free for up to 3 companies, which suits most new angels. Pro adds unlimited companies when your portfolio grows.
Free
$0 forever
For angels getting organised.
- Track up to 3 companies
- Pipeline, portfolio and diligence
- Encrypted vault
- Passkey sign-in
Pro
$99 per seat / month
For active investors and funds.
- Unlimited companies
- Fundraising: LPs, outreach and LP reports
- Free read-only viewers for the rest of your team
- Foliant AI and autofill
- Radar and the morning brief
- Audit log for admins
Pro annual
Best value$999 per seat / year
Everything in Pro, billed yearly.
- Everything in Pro
- Two months free, saving $189 a year
- Priority onboarding
Security
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.
Private to you
Each workspace is private; only the people you invite can see it, and nothing trains AI models.
Audit log
Every sign-in, share, export and change, with who, when and from which device.
Questions
Is Foliant free for angel investors?+
Yes. Foliant is free for up to 3 companies, with no card required. Pro adds unlimited companies and the fundraising tools.
Can I track SAFEs and convertible notes?+
Yes. Each investment records its instrument, including SAFEs and convertible notes, along with the round, valuation and date.
Where does Foliant get news on my companies?+
From public filings such as SEC Form D, company registers in several countries, official gazettes, US government contract records and dated news. Every fact shows its date and source.
Who can see my portfolio?+
Only you, and anyone you invite to your private workspace. Foliant does not sell data or use your portfolio to train AI models.