FounderFold: the layer on top
- Find candidate deals
- Generate value creation strategies
AI models: they do the analysis, and they’re built in
Venture capital portfolio management software. “We saw this one a year ago. Why did we pass?”
FounderFold is the layer on top of AI models and your CRM: venture capital portfolio management software that finds candidate deals, tracks each portfolio company’s figures and generates value creation strategies.
Early access is by invitation.
On top of AI models and your CRM
FounderFold for venture capital is a layer on top of AI models for a fund: it finds candidate deals for its thesis, generates value creation strategies for portfolio companies and keeps each decision with who, when and why. The analysis stays with the models; FounderFold keeps what was decided. The AI is already built in. It is not investment advice and never says whether to invest.
FounderFold: the layer on top
Find candidate deals
The Explorer searches the internet for companies that fit your thesis, with each fact’s source. Your lists get added, and each deal moves through evaluation stages with its reason.
Generate value creation strategies
Each portfolio company is a running project with its figures, milestones and improvement plan. The Monday review says what moved and what needs the partners.
AI models: they do the analysis, and they’re built in
What is venture capital portfolio management?
Venture capital portfolio management is how a fund follows the companies it has invested in and the deals it is studying: each company’s figures and milestones, the warning signs, the decisions made and the report the partners read. Done well, every decision has its reason, and when a deal comes back a year later you know why you passed.
You’ve heard this in the partners’ meeting
“We saw this one a year ago. Why did we pass?”
The memo is in a folder. What was said in the room isn’t anywhere.
“Each partner ran it through their assistant, and we got different answers.”
Two good analyses that can’t be put side by side.
“The CRM says what stage it’s at. Not why.”
You know it stopped at first meeting. You don’t know what the person who stopped it saw.
“Another week on the LP update.”
Copying from spreadsheets, documents and chats to report what’s already done.
AI models do the analysis. FounderFold keeps the decision.
| AI models | AI models + FounderFold | |
|---|---|---|
| Memo and analysis | Screening and IC memos, with finance plugins and connectors to market databases, on your subscription. | When you add the deal’s record, you note what comes out of them under “What you already know”, with its link. |
| Why we passed | Memory of chats and projects, plus search across what was said. | Each deal keeps its status and reason. History filters by decision-maker, and records are never deleted. |
| Each partner and their assistant | Projects shared by the team, with their files and instructions. | One record per deal visible to the whole fund, and FounderFold’s CEO, its AI agent, answers citing it, with each citation marked “checked” or “not found”. |
| The fund’s thesis | They score opportunities against the investment criteria you give them. | Your criteria and reasons to discard live in the portfolio (“How it’s scored” and “Reasons to discard”), and the panel counts how many deals fell to each. |
| The Monday meeting | A weekly scheduled task with connectors, which you set up and maintain. | The CEO’s review of the records, already running: what moved and 3 actions at most, each tied to its project. |
| The quarterly report | They write the report from what you give them. | “Schedule this report” emails a PDF calculated from the records, without AI, with anything unverified flagged. |
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
Think of the last deal your fund stopped. Where is it written down why?
- Who decided?
- On what evidence?
- Does the analyst who joined last week know?
How FounderFold runs a venture portfolio
One running project per company
Add each portfolio company with “Add a running project” at the stage it has reached, or bring the whole portfolio in from a spreadsheet.
Figures that measure milestones
Record each company’s figures with their source and date. They measure its milestones and its kill criteria, shown as No risk, Watch or Triggered.
Evaluation stages for new deals
Deals move through screening, first analysis, due diligence, committee and close, and each step keeps its decision, its date and its reason.
A thesis the agents can read
Write the fund’s thesis and its reasons to discard once. The agents return points to check against that thesis; they never say whether to invest. It is not investment advice.
The CEO and the weekly review
The CEO answers questions about the portfolio with quotes from the records, and the weekly review lists what changed and what is waiting for a decision.
Reports for the partners
The Board view, the board report and custom reports show the portfolio by stage, the risks and the pending decisions, calculated from the records.
A seed fund prepares its quarterly partners’ meeting
Illustrative data — Fictional company, ideas and figures, shown for illustration only.
Carrowdale Ventures, a fictional seed fund with a team of six, 14 portfolio companies and 40 new applications this quarter.
Bring the portfolio in
The 14 companies enter from the fund’s spreadsheet as running projects, each at its stage, with the figures the team already tracks.
Record the month
Founders’ figures are recorded with their source. Three companies have a kill criterion on Watch, one of them on cash runway.
Read the weekly review
The CEO’s weekly review lists two milestones met, one company with figures missing and one decision waiting for a partner.
Screen the new deals
Of the 40 applications, 31 stop at screening with the reason that applied, 9 go to first analysis, 3 reach due diligence and 2 reach the committee.
Decide at the committee
For each of the 2 deals, the partners see the points to check against their thesis. They decide, and the reason stays in the record.
The partners’ meeting starts from one report: 14 companies by stage, three on Watch and two deals with their evidence, all calculated from the records.
Bring your portfolio and your next deals into one record.
Early access is by invitation.
How a fund starts, in four steps
Describe the fund
Its thesis, its stages and the reasons it discards a deal. FounderFold proposes the rubric.
Bring the portfolio in
Each company as a running project, from a spreadsheet or one by one.
Record the figures
The ones the partners follow, with their source and date.
Prepare the partners’ meeting
The weekly review for the team and the partners’ report.
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 a fund loses sight of its portfolio
The information exists. It is spread across founder emails, shared spreadsheets and the memory of the partner who sits on each board, and it only comes together the night before a meeting.
Updates in every format
Each founder reports different figures, on a different day and in a different file, so comparing two companies takes an afternoon and a phone call.
Warning signs seen late
A runway problem shows up in the board meeting where it is already a decision, not in the month it started.
Deals judged by whoever reads them
Two partners read the same deck and score it differently, and the reason a deal stopped is lost with the email thread.
A deal through evaluation stages, for example
The stages a new deal passes before the committee and after the close. 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
- Portfolio company milestone
- €40k in monthly recurring revenue before the next round, recorded with its source Example milestone. Illustrative data.
What a fund can do with it
Portfolio follow-up
Every company as a running project, with its stage, its figures, its milestones and its kill criteria.
Dealflow screening
New deals through evaluation stages, with the reason recorded at each step and the funnel in figures.
Committee preparation
Points to check against the fund’s thesis for each deal, ready before the partners meet.
Partners’ reporting
The board report and custom reports, calculated from the records, for every partners’ meeting.
Support for founders
A guided diagnosis and an improvement plan for a portfolio company that has stalled.
What your fund gets
One picture of the portfolio
Every company on the same figures and stages, so the partners compare like with like.
Problems seen in the month they start
A kill criterion on Watch shows up in the weekly review, not three months later at the board.
Deals with a written reason
Every deal that stops keeps the reason that applied, so the fund learns what it keeps saying no to.
Reports nobody rebuilds
The partners’ report comes from the records, so preparing the meeting takes less time than holding it.
Read next
Questions venture funds ask about FounderFold
Does FounderFold tell us 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 partners decide, and the reason stays in the record.
Can founders update their own figures?
Give a founder access to their company’s portfolio as an editor and they record the figures there, each with its source and date. Access by portfolio keeps each founder to their own company.
Can we keep our fund administration and cap table tools?
Yes. FounderFold holds the portfolio’s figures, stages and decisions, next to the tools you use for fund administration and cap tables.
Can we follow companies from several funds?
Yes. Keep one portfolio per fund or per strategy, each with its own thesis and reasons to discard, and see them side by side in “All portfolios”.
I already have a CRM and an AI model. Where does this fit?
Between them. The CRM keeps the relationships and the model does the analysis. FounderFold keeps the decision and its reason, so the next time that company appears nobody starts from zero.
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.
Does it bring company data?
Yes. The Explorer searches the internet for companies that fit your thesis, with each fact’s source, and you import your lists, including exports from databases such as SABI or Orbis, when your license allows it. Whatever has no source is marked “Not checked”.
My deal flow is confidential. Who sees it?
Each organization sees only its own portfolios, and access is controlled in the database. Inside, each person has an owner, editor or reader role.
What about the investment memo?
Keep using the model you already use. FounderFold keeps what comes next: what was decided, who, when and why. And if you ask the CEO, FounderFold’s AI agent, it answers with citations from your records and points to check against your thesis.
How does a venture fund get access, and what does it cost?
For venture capital funds, FounderFold is in early access by invitation, and pricing is not published. Request access with a few lines about your fund and its portfolio. FounderFold is software and does not provide investment services.
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 fund using FounderFold
The partners decide, and each decision stays on record with its evidence. The agents return points to check against your thesis and never say whether to invest. FounderFold is software: it is not investment advice and it does not provide investment services.
Venture capital or private equity?
A venture fund follows many young companies through their first stages and their next round. A private equity firm buys fewer, larger companies and follows a value creation plan after the close.
Bring your portfolio and your next deals into one record.
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.