For venture funds
The Fund OS that builds itself.
Give Foliant your work email, and it finds your fund’s portfolio, researches every company and connects to your CRM. Then its agents keep the book current, so your team spends its time on decisions.
The product
Your book, built from one email address
The Book building agent finds the companies your firm has backed from public sources, and imports contacts and deals from Affinity, HubSpot or Salesforce.
Portfolio and fund metrics
Cheques, rounds, ownership, exits and write-offs, with TVPI, DPI and net IRR calculated from dated cash flows.
Deal flow and diligence
A pipeline from sourced to term sheet, autofill from a single link, and diligence checklists for every deal.
LP CRM and fundraising
Track every LP from target to committed. The Outreach agent drafts emails from your own Gmail or Outlook, and nothing is sent until you approve it.
LP reports that freeze on send
Reports built from live portfolio data, shared by private link, with a fixed record of exactly what each LP received.
Governance that chases for you
Board meetings, flags and action items in one board room. The Governance agent reminds anyone who hasn’t signed and nudges owners before deadlines.
How it works
- Step 1
Sign up with your work email
Foliant reads your firm’s public portfolio and builds the book.
- Step 2
Connect your CRM and inbox
Bring contacts and deals across, and send approved outreach from your own mailbox.
- Step 3
Invite your team
Partners and analysts take paid seats; everyone else joins free as a read-only viewer.
Pricing
Pro is $99 per seat per month, or $999 per seat per year. Admins and members are paid seats, and read-only viewers are free.
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
How does Foliant find our portfolio?+
From your work email domain, Foliant identifies your firm and reads its public footprint, such as the portfolio page and announced rounds, to suggest the companies you have backed. You confirm what is added.
Which CRMs does Foliant connect to?+
Affinity, HubSpot and Salesforce, plus CSV import. Gmail, Outlook and Google Calendar connect for your inbox, meetings and approved outreach.
Does the AI send emails to our LPs on its own?+
No. The Outreach agent drafts, and every email waits for your approval before it is sent from your own mailbox.
How is Foliant priced for a fund?+
Per paid seat: $99 a month or $999 a year. Admins and members are paid seats; colleagues who only need to read the workspace join free as viewers.