Supercharging clean energy finance teams with AI
The AI-powered platform to execute diligence and run deals 10x faster. Battle-tested with 600+ projects underwritten.
Platform Features
Leverage AI to enhance your core diligence workflows, slash time spent processing documentation, and ensure reliable data, all in a secure environment.
Process project documentation 10x faster
Automated extraction of key information to accelerate the document review process, with a library of 160+ industry-specific documents.
Enhanced document viewer interface with key information extracted and referenced within the text.
Automatic data room organization through intelligent document classification.
Improve data accuracy and reliability
AI-enabled verification of project data against original documents and sources.
Security & Access Control
State-of-the-art infrastructure with secure and isolated environments. Your data is never shared or used to train models.
Supercharge diligence tools with AI, all in one place
Built around your workflow. From a customized CRM, to your own tailored AI copilot, enhanced diligence checklists, VDR, and more.
All of the tools that you need to run a deal in the same place, fully customizable for every use case.
Why Folio
We built Folio and used it first, before we brought it to you. Designed and built by a project finance team and battle-tested in real deals for over one year.
Purpose-built for clean energy finance
Designed around real diligence workflows, not generic AI
Battle-tested on real diligence for tax credit deals
Our team background
How It Works
All of the tools and workflows needed to run a diligence process and manage your portfolio, in one place.
Document viewer
Powerful document interface with key values extracted and reference for traceability. From hours to minutes to process documents.
Automatic classification
Automated classification of documents by document type and related project. Cut time spent organizing VDRs.
AI Copilot
A purpose-built AI copilot with access to your data and trained for clean energy finance deals.
Ask document specific questions, cross-check information, run diligence assessments, or check regulation requirements, without leaving the platform.
Data validation and automatic flags
Automated validation of every project variable, with clear sourcing to documents and a full audit trail.
Slash time validating model inputs and transaction documents' exhibits.
Automatic underwriting
On-demand underwriting of diligence categories based on tailored and pre-defined diligence criteria.
Have your "AI analyst" do a first run for you to save time, with traceable and detailed outputs.
Diligence checklist
A supercharged diligence checklist with all relevant information accessible for each item, from docs, to variables, to AI assessments.
Standardized through templates but flexible and customizable for each deal.
Project / Deal CRM
Customizable CRM and data tools to keep your project and/or transaction information organized and quickly accessible.
Enhanced diligence memo
Advanced memo environment with the ability to link files and datapoints for consistency, and for all team members to collaborate.
Use Cases & Users
Investor- and sponsor-ready tools to manage diligence processes from both sides, for a wide range of financial transactions.
