Your pipeline and your network, in one system
A full CRM built for VC. Deals, companies, people, and activity are all linked, queryable in plain language, and 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, with 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.
Sourced14
Meeting11
Diligence9
Term sheet4
Running a fund's deal pipeline without losing context
Consider a fund sourcing across several markets at once, with dozens of deals in screening, investment committee, and term sheet, and partners in more than one office. Without a shared system, context lives in inboxes, calendar notes, and each partner's memory of who last spoke to which founder, so deals slip and founders get the same outreach twice. With one linked system, anyone on the team sees a deal's full history without asking a colleague.
- 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 language instead of asking around
Common questions about deal flow & CRM
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.