FounderFold: the layer on top
- Find and sort opportunities
- Generate strategies for the family’s companies
AI models: they do the analysis, and they’re built in
Family office software. “Why did your father turn that deal down?”
FounderFold is the layer on top of AI models: family office software that finds and sorts incoming opportunities and generates strategies for the family’s companies. The decisions stay, even as generations change.
Early access is by invitation.
The family’s memory, on top of AI models
FounderFold for family offices is a layer on top of AI models: it sorts and finds a family’s direct investment opportunities, generates strategies to optimize the companies it already holds and keeps each decision with its reason, for the next generation. The AI is already built in. It is not investment advice and never says whether to invest.
FounderFold: the layer on top
Find and sort opportunities
The Explorer looks for businesses that fit the family’s thesis, and what bankers, friends and the next generation bring goes in the same place, with its record and the same stages.
Generate strategies for the family’s companies
What was bought, started or inherited, each as a running project with figures, milestones and an improvement plan the family council can read.
AI models: they do the analysis, and they’re built in
What does a family office do with direct investments?
A family office manages a family’s wealth, and many hold part of it as direct investments: stakes in private companies bought, started or inherited, outside funds. Following them well takes the same as in a fund: figures with a source, milestones, decisions with their reason and a report the family can read.
What to write down about each direct investment before the next generation takes over
Heard in any family office
“Why did your father turn that deal down?”
The incoming generation inherits the companies. Not the reason behind each decision.
“The one who knows has been here thirty years, and is retiring.”
Thirty years of judgment in one person, and nowhere it’s written down.
“There are three of us, and twenty opportunities came in.”
The first one looked at is whoever insists most, not whatever fits best.
“A family friend brought it. Who’s looked at it?”
Nobody wants to say no without a reason they can show.
AI models help whoever asks. FounderFold keeps what the family decided.
| AI models | AI models + FounderFold | |
|---|---|---|
| Reading and summarizing | They read documents, summarize memos and research with citations. | When you add the opportunity’s record, you note the conclusion under “What you already know”, with its link. |
| The family’s memory | Memory of chats and projects, and search across what was discussed. | A record with a fixed number that’s never deleted and a History of who, when and why, in the organization. |
| What friends bring in | They analyze it if someone passes it on. | Each opportunity has its record and status and, if discarded, its written reason. |
| The family’s thesis | A project’s instructions, applied by whoever uses it. | The family’s criteria and reasons to discard belong to the portfolio, with their version (“How it’s scored” and “Reasons to discard”). |
| The family council | They write the document you ask for. | A board PDF (“Download for the board”) with figures from the records, without AI, and anything unverified flagged. |
| The last word | Their outputs are proposals that a person reviews. | Agents don’t decide: they propose. A person confirms everything in “Confirm and save”, with the name of who confirmed. |
Indicative comparison with features offered by some AI models and general assistants as of October 30, 2026; they vary by provider and plan, and change quickly. The column with FounderFold only lists what already works in the panel.
Early access is by invitation.
An uncomfortable question
If the person who knows most retires tomorrow, what stays in the family office?
- The figures? Yes.
- The reasons behind each yes and no?
- Will whoever comes in ten years read them?
How FounderFold runs a family’s direct investments
A thesis the family agrees
Sectors, ticket sizes, time horizon and what the family will not do, written down once and applied to every opportunity.
Evaluation stages for opportunities
Screening, first analysis, due diligence, committee and close, each with the decision and its reason.
Points to check, never a verdict
The agents return points to check against the family’s thesis; they never say whether to invest. It is not investment advice.
Every company as a running project
Companies the family holds enter with “Add a running project” at the stage they have reached, with their figures.
New ventures of the family
Ideas from family members are scored on the same rubric and tested with experiments before they get capital or a team.
Reports for the family council
The Board view, the board report and custom reports, calculated from the records, for the council and the investment committee.
A family office reviews its year
Illustrative data — Fictional company, ideas and figures, shown for illustration only.
Hollin Family Office, a fictional third-generation family office with six direct investments and two ventures started by family members.
Write the thesis
The family agrees its sectors, a ticket range and a ten-year horizon, plus three reasons to discard that no deal can override.
Bring the companies in
The six investments and the two ventures enter as running projects, each at its stage, with the figures the office already tracks.
Screen the year’s opportunities
Of 28 opportunities received, 22 stop at screening with their reason, 6 go to first analysis and 2 reach the investment committee.
Test a family venture
A family member’s idea for a new line gets an experiment with a numeric criterion and a deadline before it gets capital.
Report to the council
The family council receives one report: eight companies by stage, two opportunities with their evidence and one experiment under way.
The next generation can read why each company was bought or started, and why 26 opportunities stopped before the committee, in the family’s own record.
Give the family one record of every investment and every decision.
Early access is by invitation.
How a family office starts, in four steps
Write the thesis
Sectors, ticket sizes, horizon and reasons to discard, agreed with the family.
Bring the companies in
Each direct investment as a running project, from a spreadsheet or one by one.
Screen the opportunities
Each one through the same evaluation stages, with its reason.
Report to the council
The board report, calculated from the records, for every council meeting.
Halden MutualNew lines 2027Board report · Q3 2026Weighted value per year rose to €3.1M; two decisions need the board.
- Weighted value per year
- €3.1Mbetween €1.4M and €5.6M
- Recurring revenue
- €7,000a month; 1 of 4 projects with data
- Ideas discarded this quarter
- 57Top reason: competition
Decisions requested
- Pass the gate for Event cancellation for small venues (Exploration → Pilot).
- Decide on the kill criterion on “Watch” for Landlord rent guarantee.
Cutoff Sep 30, 2026 · Portfolio New lines 2027 · Page 3 of 24
Why direct investments are hard to follow
Families invest with patience and with their own name. Without one record, decisions depend on whoever brought the deal and on whoever remembers it.
Opportunities from everywhere
A banker’s teaser, a friend’s startup, a cousin’s idea: each arrives by a different route and is judged by a different person.
Companies followed by anecdote
The family hears how each company is doing over lunch, not in figures it can compare from one year to the next.
A next generation without the history
When a new family member joins, the reasons behind past decisions are not written down anywhere.
An opportunity, from the family’s thesis to the annual review, for example
Stages of your own for a direct investment. Each one ends with a person’s decision and its reason.
Projects by stage
Lifecycle: new business line in an existing company · Halden Mutual
Illustrative data — Fictional company, ideas and figures, shown for illustration only.- Milestone done
- In progress
- Pending
- Gate
- No risk
- Watch
- Triggered
- Direct investment follow-up criterion
- Revenue at least 80% of the investment case for two consecutive quarters Example criterion. Illustrative data.
What a family office can do with it
Opportunity screening
Every opportunity through the same stages, whoever brought it to the family.
Direct investments
Each company as a running project, with its figures, milestones and kill criteria.
Family ventures
Ideas from family members scored and tested before they get capital.
Family council reporting
The board report and custom reports, built from the records.
Decision history
Who decided what, when and why, kept for the next generation.
What the family gets
Decisions that outlive their authors
Every decision keeps its reason, so the family’s history is written down.
One standard for every opportunity
A friend’s startup and a banker’s teaser are judged on the same thesis.
Companies compared in figures
The council sees every company on the same figures and stages.
Room for the next generation
New ventures are tested with experiments before they become commitments.
Questions family offices ask about FounderFold
Does FounderFold tell the family whether to invest?
With third-party deals, the agents return points to check against your own thesis; they never say whether to invest. It is not investment advice. The family decides, and the reason stays in the record.
Can each family member see only part of the portfolio?
Access is given by portfolio: the office can keep separate portfolios, for example for direct investments and for family ventures, and each person sees the ones they are given.
Can the office keep its wealth reporting tools?
Yes. FounderFold covers direct investments in companies and new ventures, with their figures and decisions, next to the tools the office uses for wealth reporting.
How does a family office get access, and what does it cost?
For family offices that invest through their company or another professional structure, FounderFold is in early access by invitation, and pricing is not published. Request access with a few lines about your office. FounderFold is software and does not provide investment services.
Do I have to connect or pay separately for an AI model?
No. The AI comes with your FounderFold membership, with a monthly AI limit in plain sight, and there’s nothing to connect. If you already use a model, keep using it for your own work.
This is very confidential. Who sees it?
Each organization sees only its own portfolios, and access is controlled in the database, not just the interface. Inside, each person has a role, and the most sensitive work can have its own portfolio.
I already have a wealth consolidation tool. Does this compete?
No, it’s a different piece. That tool says what the family holds and what it’s worth. FounderFold keeps why it went into each thing, what options it passed on and how each company is doing.
We’re very few. Isn’t it too much?
That’s the point. With three people, nobody has time to redo what’s been looked at. Noting an opportunity is a short form that uses no AI.
Who’s behind FounderFold?
A software team based in Spain. The owning company’s details are in the legal notice, in the footer of this page.
Can the next generation work on their own ventures?
Yes. A family member’s venture can live in its own portfolio, with its idea record, experiments and a report for the council, and the family decides what gets capital.
Can our external advisors work in it?
Yes. Give them access to a portfolio as readers or editors. Every decision keeps the person, the date and the reason.
Is our data used to train AI models?
No. FounderFold uses AI under commercial terms in which, by default, inputs and outputs are not used to train models. Each request carries only your organization’s data.
Who decides in a family office using FounderFold
The family decides, and each decision stays on record with its evidence. The agents return points to check against the family’s thesis and never say whether to invest. FounderFold is software: it is not investment advice and it does not provide investment services.
Family office or venture capital?
A family office invests the family’s own capital, with a long horizon and its own council. A venture fund invests third-party capital in many young companies, on a fund’s timeline.
Give the family one record of every investment and every decision.
Early access is by invitation.
Tell us who you are and what you want to solve. If it is a fit, we create your organization and send the owner an invitation.Leave your details and we’ll email you when the Founder membership opens. Nothing to pay now.Leave your details if you are interested in deal analysis and we will email you about it. Signing up does not give you access to any service or commit you to anything.
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We have sent you an email to confirm your address. Until you confirm it, your request does not count and we do not handle it; if you do not confirm it within 7 days, we delete it. The link lasts 72 hours: if it does not arrive within a few minutes, check your spam folder or send the form again.We have sent you an email to confirm your address. Until you confirm it, your request does not count and we do not handle it; if you do not confirm it within 7 days, we delete it. The link lasts 72 hours: if it does not arrive within a few minutes, check your spam folder or send the form again. Once you confirm, we will only email you when the Founder membership opens, unless you ticked the news box or the design partner program box.We have sent you an email to confirm your address. Until you confirm it, your request does not count and we do not handle it; if you do not confirm it within 7 days, we delete it. The link lasts 72 hours: if it does not arrive within a few minutes, check your spam folder or send the form again. Once you confirm, we will only email you about deal analysis, and about your case only if you described it, unless you ticked the news box.