Terms of Service

Foliant (“Foliant”, “we”, “us”) provides portfolio-management software for venture capital funds, angel investors and family offices at foliant.si. Foliant is in the process of incorporating as a company in a free zone in the United Arab Emirates, and we will publish our registered company name and address on this page as soon as that is complete. Until then, you can reach us at hello@foliant.si.

Foliant is a business tool for professional investors and the people who work with them. You must be at least 18 years old and able to enter a binding contract. If you use Foliant for a firm, you confirm that you are authorised to accept these terms on the firm’s behalf, and “you” includes that firm.

You sign in with a passkey, a Google or Microsoft account, or a single-use email link; Foliant has no passwords. You are responsible for keeping your devices and email account secure and for everything done under your account. Tell us promptly at hello@foliant.si if you think your account has been misused.

Workspace admins can invite colleagues, change their seats, suspend them and remove them. An admin is responsible for who they give access to.

Everything you put into Foliant stays yours: your portfolio, documents, contacts, notes, reports and messages (“Customer Data”). You give us permission to store, process and display Customer Data only to provide and improve Foliant for you, as described in our Privacy Policy. We do not sell Customer Data, and we do not use it to train AI models.

You are responsible for having the right to upload what you upload, including documents shared with you by companies and limited partners under confidentiality obligations.

Foliant uses AI to research companies, summarise documents, draft analysis and draft emails. AI can be wrong. Foliant shows the date and source of the facts it finds so that you can check them, and you remain responsible for verifying anything before relying on it.

Foliant does not provide investment, legal, tax or accounting advice. Nothing in Foliant is a recommendation to buy, sell or hold any security, and the tax estimates Foliant shows are illustrations, not tax advice. Make your own decisions and take professional advice where you need it.

When you connect Gmail or Outlook, emails Foliant drafts for you are sent from your own account, and only after you approve them. You are responsible for what you send and for following the laws that apply to it, including anti-spam and data-protection laws.

Foliant’s Governance features can send reminders on your behalf to people who need to sign a document or complete an action. You can pause reminders on any item at any time.

Foliant provides electronic signatures with an audit trail. You are responsible for deciding whether an electronic signature is appropriate and valid for a particular document and jurisdiction.

You agree not to: break the law or anyone’s rights through Foliant; upload malware or try to break into Foliant or other customers’ data; scrape, resell or copy the service; use Foliant to send unsolicited bulk email; or use it to build a competing product. We may suspend accounts that do these things.

Foliant is free for up to three companies. Pro is billed per paid seat (workspace admins and members) at the price shown on our pricing page when you subscribe; read-only viewers are free. When you add, remove or change a paid seat, your subscription adjusts automatically and is prorated.

Subscriptions renew automatically at the end of each monthly or annual period until cancelled. Payments are processed by Stripe. Prices exclude taxes, which are added where we are required to collect them. Cancellations and refunds are covered by our Refunds and cancellation policy.

Foliant connects to services you choose, such as Google, Microsoft, Affinity, HubSpot and Salesforce, and draws on public sources such as company registers and regulatory filings. Your use of third-party services is also governed by their terms, and we are not responsible for their availability or accuracy.

We work to keep Foliant available and secure, but we do not promise it will be uninterrupted or error-free. We improve Foliant continually and may change or retire features. If a change materially reduces what a paid plan includes, we will tell you in advance.

You can stop using Foliant and close your account at any time. We may suspend or end your access if you break these terms, if we must for legal reasons, or with 30 days’ notice if we discontinue the service. After your account closes, you can ask us to export your Customer Data within 30 days, after which we delete it as described in the Privacy Policy.

To the extent the law allows, Foliant is provided “as is”, and we are not liable for indirect or consequential losses, lost profits or investment losses. Our total liability to you for any claim is limited to the amount you paid us in the twelve months before the claim. Nothing in these terms limits liability that cannot be limited by law.

These terms are governed by the laws of the United Arab Emirates as applied in the Emirate of Dubai. If a dispute arises, we will first try to resolve it with you in good faith; if we cannot, it will be settled by the courts of Dubai, unless the law where you are based gives you a right to bring proceedings there. Once Foliant is incorporated, the courts of its free zone may apply instead, and we will update this section.

We may update these terms. If a change is significant, we will tell you by email or in Foliant at least 14 days before it takes effect. Continuing to use Foliant after that means you accept the updated terms.

Questions about these terms: hello@foliant.si.