AI understands the document. You understand what matters — and every insight traces back to the exact clause it came from.
Every document moves through the same seven stages — including a reconciliation step that flags conflicts between a term sheet, the executed agreement, and the cap table before anything is published.
Illustrative demo data — click a category, then a row on the right
Not just financing agreements — the full record a fund actually accumulates over a company's life.
Every class, option pool, and preference captured — waterfall-ready, not a static file.
Full history and permissions, so every term is traceable back to its source document.
Preferences and breakpoints flow straight into the ASC 820 allocation waterfall.
When two funds at the same firm both hold a position, their rights aren't automatically the same — and FolioArc doesn't assume they are.
Illustrative example. Firm-wide views aggregate fund positions for a shared company record without merging or erasing each fund's separate legal rights.
The executed document stays the authoritative legal record — always. AI drafts candidate answers; a person approves what gets published.
It's the use of AI to read financing agreements — SAFEs, notes, stock purchase agreements, side letters — and extract structured data such as ownership, liquidation preferences, board rights, and transfer restrictions, instead of a person manually re-reading each document.
Every extracted insight in FolioArc links back to the exact clause and document it came from, so a reviewer can verify a term in seconds instead of re-reading the full agreement.
SAFEs, convertible notes, stock purchase agreements, side letters, board consents, investors' rights agreements, voting agreements, and ROFR and co-sale agreements — structured into one searchable vault.
Each fund's holding, investment amount, security, ownership, and contractual rights stay separate, even though the portfolio company record is shared across the firm. A right granted to one fund is never assumed to extend to another fund automatically.
AI extracts candidate terms, drafts source-cited summaries, and flags conflicts for review. It does not resolve conflicts between controlling documents, approve material terms or cap-table reconciliations, or publish an updated valuation — those require human review and approval.
Yes — Legal Intelligence is FolioArc's first available product. Portfolio Intelligence and Valuation Intelligence are still in development.