Your pipeline and your network, in one system
A full CRM built for VC — deals, companies, people, and activity — every record linked and queryable in plain English, deeply integrated with Sage AI.
Kanban and table views
Track deals through custom stages — sourced, screened, IC, term, closed — in whichever view fits how your team works.
Companies, founders, and co-investors, all linked
Every person and company record connects to the deals, funds, and activity they touch, instead of living in separate spreadsheets.
Activity auto-logged
Emails, meetings, and calls sync from Gmail and Outlook and log against the right deal automatically — no manual copy-paste.
Custom fields, saved views, and workflows
Track ticket size, ownership, and thesis fit per deal; save filtered views for any pipeline slice; automate follow-up reminders and stage transitions.
API and webhooks
Every record and field is accessible via API, so pipeline data can flow into other tools your team already uses.
Running a fund's deal pipeline without losing context
Consider a fund actively sourcing in a specific sector, with dozens of deals moving through screening, investment committee, and term-sheet stages at once. Without a shared system, deal context lives across individual inboxes, calendar notes, and a founder's memory of who they last spoke to — making it easy to lose track of a deal or duplicate outreach to the same founder. With deals, companies, and activity tracked in one linked system, anyone on the team can see a deal's full history — every meeting, every email, every note — without asking a colleague to reconstruct it from memory.
- 1A new deal is sourced and added with company, founder, and thesis notes
- 2Emails and meetings with the founder log against the deal automatically
- 3The deal advances through screening and IC stages, tracked with a full activity history
- 4Anyone on the team can query the pipeline in plain English instead of asking around
Common questions about deal flow & CRM
Is the deal pipeline connected to Sage AI?
Yes — Sage can answer plain-English questions over your pipeline, such as which deals match a sector thesis or which founders haven't been followed up with recently, using the same deal, company, and activity records tracked in the CRM.
Does the CRM sync with our email?
Yes — Gmail and Outlook sync retrospectively, logging emails, meetings, and calls against the right deal or company record without manual copy-paste.
Can we customize deal stages and fields?
Yes — deal stages, custom fields (like ticket size, ownership, and thesis fit), and saved views are all configurable per fund or institution.
Want to see your pipeline in Folio?
Book a demo and we'll walk through importing your current pipeline and connecting it to Sage AI.