# Folio (getfolio.io)
> Folio is an AI-powered diligence and deal execution platform for clean energy finance teams. It accelerates review of project documents, improves traceability and data validation, and supports repeatable diligence workflows across transactions and portfolios.

This site is primarily product/marketing information. Product descriptions and AI-assisted outputs are not a substitute for professional review.

## Start here (canonical product overview)
- [Product overview (homepage)](https://getfolio.io/): What Folio is, platform features, why Folio, how it works, and use cases.
- [Contact / book a demo](https://getfolio.io/contact-us): Primary intake form to request a demo or contact the team.

## Platform (key workflows described on the homepage)
- [Document processing & viewer](https://getfolio.io/): Extract key values with traceability back to source documents; review faster.
- [Automatic classification](https://getfolio.io/): Classify documents by type and project to organize data rooms.
- [AI Copilot](https://getfolio.io/): Ask document-specific questions, cross-check information, and run diligence assessments.
- [Data validation & flags](https://getfolio.io/): Validate project variables with sourcing and audit trail.
- [Automatic underwriting](https://getfolio.io/): First-pass underwriting against predefined diligence criteria.
- [Diligence checklist](https://getfolio.io/): Template-based but customizable checklist tied to documents/variables/assessments.
- [Project / deal CRM](https://getfolio.io/): Organize project and transaction information in one workspace.
- [Diligence memo](https://getfolio.io/): Collaborative memo environment linking files and datapoints.

## Use cases & users (described on the homepage)
- [Use cases and supported teams](https://getfolio.io/): Tax equity/transfer diligence, M&A diligence, lender diligence, transaction management, project finance/modeling, portfolio management/reporting; used by developers, IPPs, banks, infrastructure funds, syndicators, and advisors.

## Terms and Conditions, Privacy Policy
- [Terms & Conditions (includes Privacy Policy)](https://getfolio.io/terms-and-conditions): Contract terms, customer responsibilities, permitted use, limitations, and privacy policy.

## Optional
- [LinkedIn](https://www.linkedin.com/company/concentrofinance/): Company updates and announcements.