Sage is Folio's AI assistant. It answers plain-language questions about your portfolio, funds, and deal pipeline, and can search your document store for diligence reports, financials, and board decks.

Does Sage only answer questions, or can it take actions?

Sage answers questions. It reads your fund's live records and document store and replies with the figures and their source; changes to the records themselves stay with your team.

Can Sage answer across every fund we run?

Yes. Sage answers from the same ledger every Folio module writes to, so one question can cover every fund, vehicle, and portfolio company you run.

Part of Incentiv Folio

Folio · Sage AI Assistant

Ask your portfolio in plain language

Sage answers questions about your portfolio, funds, and documents in seconds, across every fund and vehicle you run, grounded in your own live data, not generic responses.

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Conversational queries

Ask plain-language questions over every portfolio metric, valuation, and round, with no dashboard filters to configure first.

Search across your documents

Sage searches diligence reports, financials, and board decks in your document store to answer questions and surface source documents.

Grounded in your own data

Answers come from your fund's live records, not generic responses, so figures match what's actually in your portfolio.

Ask SageDesktop

Which portfolio company has the highest MOIC?

Halden AI · 6.8x (Fund II, Seed stage).

Blended IRR of Fund II?

34.2% as of this quarter, across the fund’s companies.

Which companies have under 6 months of runway?

3 companies flagged: review recommended.

Show diligence notes from last quarter.

4 documents found. Key risks and milestones summarised.

Ask about any fund, company, or document

Why Incentiv for Sage AI?

Getting an answer without opening a dashboard

Consider a fund manager stepping into an LP call with only a few minutes' notice, needing to confirm a fund's blended IRR and which portfolio companies are lowest on runway. Pulling this together from spreadsheets or a dashboard with the right filters set up would normally mean a scramble right before the call. Asking the same questions in plain language returns an answer sourced from the fund's own live data in seconds, not a spreadsheet hunt.

1A question is typed in plain language
2Sage searches live portfolio data and, where relevant, the document store
3An answer is returned with the specific figures and source, not a generic response

Part of one connected workflowSee the whole workflow