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Platform architecture

One intelligence system. Built around your portfolio.

Legal, portfolio, and valuation intelligence — three layers that share one record, instead of three tools that don't talk to each other.

CONNECTSFolioArc AI
01 · AVAILABLE NOW

Legal intelligence

Financing agreements & cap tables

02 · IN DEVELOPMENT

Portfolio intelligence

KPIs, financials & board decks

03 · IN DEVELOPMENT

Valuation intelligence

ASC 820 fair value

Click a layer to see inputs → processing → outputs

Legal intelligence

01 · Available now
INPUTS
  • SAFEs & convertible notes
  • Stock purchase agreements
  • Side letters & board consents
  • Cap tables
→
AI PROCESSING
  • Extraction & structuring
  • Versioned & permissioned
  • Every term traced to source
→
OUTPUTS
  • Structured cap tables by class, pool & preference
  • Rights & restrictions, tied to source
  • Clean inputs for valuation
See the full Legal Intelligence page →

How information becomes a decision.

INFORMATION→ UNDERSTANDING→ STRUCTURED DATA→ CONNECTIONS→ INTELLIGENCE→ DECISIONS

Lives where you work: the general-ledger API.

FolioArc plugs into the ledger you already run — the connective layer underneath all three intelligence layers, not a fourth product.

Two-way GL sync

Positions, marks, and ownership stay current automatically. No parallel spreadsheets, no double entry — the daily source of truth your team actually opens.

QuickBooks NetSuite Sage Intacct Xero …or any third-party system

Deep on three things, instead of shallow on ten.

We go deep on legal rights, portfolio performance, and valuation — not everything a fund might ever need.

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