FolioArc connects the legal records, portfolio data, and valuation work behind a private-market portfolio — so the number in the report always traces back to the document that supports it.
Hover a node — illustrative demo data
A clean overview of what a fund holds — the number every partner meeting starts with.
Illustrative demo data
Underneath every summary number sit the documents, reports, and spreadsheets that actually support it.
Private-market valuation is stitched together by hand — records live everywhere, and nothing agrees with anything else.
SAFEs, notes, SPAs, and cap tables scattered across email, drives, and PDFs — no single source of truth.
The same metric, described three different ways by three different companies.
Every quarter, teams chase portfolio companies for decks and financials, one email at a time.
Not three disconnected products — one connected system, deep on three things instead of shallow on everything.
Financing agreements and cap tables extracted into a single, structured system of record.
Automated outreach turns board decks and KPIs into a clean, comparable performance record.
ASC 820 fair value, built for a clean audit and the decisions funds actually make.
Valuation methodology follows FASB ASC 820 fair value standards.
Every insight connects back to the exact clause it came from.
Illustrative demo data — click a row on the right
One question, across every document in the vault.
Illustrative demo data
Board decks, financials, and investor updates — standardized into one portfolio language.
Illustrative product concept — not yet available
Don't just see the mark — understand what drives it.
FolioArc AI is a portfolio intelligence and valuation platform that connects financing documents, portfolio-company data, and ASC 820 valuations for venture capital, private equity, and hedge fund managers — so every number traces back to the document that supports it.
Fund CFOs and controllers, managing partners, heads of portfolio operations, and heads of valuation or finance transformation at private-market investment firms.
Most tools go deep on one layer and stop. FolioArc connects all three — legal rights, portfolio performance, and valuation — through one evidence and lineage architecture, so a fact captured once can be reused with traceability everywhere it matters.
No. Every AI-extracted insight links back to its source document and clause. Users can inspect the source, the transformation, the calculation, and the review and approval history behind any number FolioArc produces.
Legal Intelligence — AI processing of financing documents and cap tables — is available now. Portfolio Intelligence (KPI tracking) and Valuation Intelligence (ASC 820 fair value) are both currently in development.
FolioArc transforms fragmented portfolio information into connected intelligence.