For investors without an ops desk
Your deal terms, out of the inbox.
Built for small-fund VCs and active angels. Upload a deal document and turn buried financial terms into a clean, searchable Deal Card in seconds.
Open your portfolioSee what you getThe terms you need, without the document hunt
Stop searching email and parsing legal language just to remember how you invested. Dealfolio keeps the record and its source together.
Drop in the deal document
Upload a PDF or DOCX — including a SAFE, term sheet, subscription agreement, or convertible note.
Get the key terms instantly
Dealfolio extracts the entry valuation, investment amount, ownership stake, instrument type, and key dates into a clean Deal Card.
Keep every position in view
See every uploaded deal in one portfolio, return to the source document, and ask Folio follow-up questions about a specific investment.
How it works
From document to Deal Card
One upload replaces two jobs: finding the document and reading it for the terms that matter.
Upload a deal document
Choose a PDF or DOCX from your inbox, data room, or files.
Review the Deal Card
Dealfolio reads the document and surfaces the core financial terms, with clear notes when a field cannot be found.
Build your portfolio
Each upload becomes a new position in your portfolio, ready to scan or explore with Folio.
From scattered documents to clear positions
"Search the inbox. Find the attachment. Read the legal language. Repeat for every basic deal question."
The old way
"Upload the document once. Open a clear Deal Card whenever you need the terms."
The Dealfolio way
Dealfolio, answered
Who is Dealfolio for?Which documents can I upload?What does a Deal Card include?What can I ask Folio?Is my portfolio private?Ready to stop digging through deal documents?
Open your portfolio and upload a SAFE, term sheet, subscription agreement, or convertible note to create your first Deal Card.
Open your portfolioDrop the document in. Get the deal terms out.
BenefitsHow it worksFAQ