Ask your portfolio in plain English
From your desk, Sage answers questions about your portfolio, funds, and documents — grounded in your own fund's live data, not generic responses.
Conversational queries
Ask plain-English questions over every portfolio metric, valuation, and round — no dashboard filters to configure first.
RAG search on 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.
Which portfolio company has the highest MOIC?
Almonds 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.
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 English returns an answer sourced from the fund's own live data in seconds, not a spreadsheet hunt.
- 1A question is typed in plain English
- 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
Common questions about Sage AI
What is Sage?
Sage is Folio's AI assistant. It answers plain-English 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 conversational questions about your portfolio and documents, sourced from your fund's live records rather than generic responses.
Want to see Sage answer questions on your own portfolio?
Book a demo and we'll show you what Sage can answer from your fund's data.