Request access

Innovation portfolio reporting with AI. Ask for it in your own words. Read the real PDF as it builds.

Tell FounderFold what you need, for whom and why. The real PDF builds next to the conversation, and every figure comes from your records.

Illustrative data — Fictional company, ideas and figures, shown for illustration only.

Custom report request: on the left, the conversation with a one-page request for the risk committee and a question back about the quarter; on the right, the real one-page PDF with key figures, stages, risks and discards.

The conversation on the left, the real PDF on the right. Illustrative data.

What are FounderFold’s AI reports?

FounderFold’s custom reports are portfolio reports you request in natural language. You describe what you want, for whom and in which format; the conversation fills in the gaps and shows the real PDF as it builds. The figures are always calculated from your records, never by the AI, and a saved report can be versioned, shared, scheduled or sent through a link that expires.

Ask as you would ask an analyst

In “New”, write what you need in the box “Tell me what report you need, who it’s for and why” and press “Request the report”. Start from one of the suggestions or from scratch: there are no fixed templates, only your words.

  • “A one-page update for the risk committee: projects at a gate this quarter, kill criteria at risk and what we discarded.”
  • “Everything on Working-dog insurance for the partners’ meeting, with its experiments and its next step.”
  • “The pipeline by stage for the board, without the ideas still under study.”

The real PDF, next to the conversation

While you talk, the preview shows the report with your data, in one of three formats: One page and Report, in A4 portrait, and Board, in A4 landscape. Ask for changes in plain words — “remove the discards and make it for the board” — and the PDF changes.

  • Building blocks: key figures, funnel, stages, breakdown, pipeline, projects, a project record and its metrics, risks, pending items, decisions, experiments and discards.
  • If you ask for something it cannot draw yet, it lists it under “What you asked for that I can’t draw yet” instead of making it up.

Illustrative data — Fictional company, ideas and figures, shown for illustration only.

Second round of the conversation: the request “Remove the discards and make it for the board” turns the PDF to landscape, and a grey note lists “Cash runway by project” under what it cannot draw yet.

If it cannot draw something, it says so instead of inventing it. Illustrative data.

The AI reads the request; the numbers come from the records

The AI turns your request into a report layout. It does not write numbers: every figure is calculated by the system from your ideas, projects, experiments and decisions, so the same records always give the same figures.

  • What is not verified in the records stays marked NOT VERIFIED.
  • The report carries your organization’s logo when it has set up “Report branding”, and your portfolio’s name.

Save, share and schedule

Save the report with optional tags, or as a new version of an earlier one. A saved report can be downloaded as a PDF, shared with only you, the whole organization or specific people, and sent every week, month or quarter.

  • You share the report, not the figures: each person sees what their access allows.
  • Tabs for favourites, history, shared with me and shared by me, with search by title and tag.

Illustrative data — Fictional company, ideas and figures, shown for illustration only.

Saved report “Risk committee · one page”, version 3, with the actions Download PDF, Tags, Share, Recurring and Versions; sharing open with three options, a monthly schedule and an external link that expires on 10 November 2026 with a Revoke button.

Shared, scheduled and sent outside with a link that expires in 30 days. Illustrative data.

Send it to people outside the organization

If your organization allows it, a saved report can go to someone outside — an investor, an auditor, a partner — through a personal link that expires after 30 days. Every send can be revoked.

  • The owner decides who may request, save and send custom reports, and whether sending outside is allowed.
  • Requesting, saving and sending count towards the organization’s monthly AI limit.

Three formats

One page for a quick update, Report to read and file, and Board for a committee, one idea per page. The fixed leadership, organization and project reports stay available alongside, calculated without AI and with your logo and accent colour.

Illustrative data — Fictional company, ideas and figures, shown for illustration only.

The three report formats side by side: One page and Report in A4 portrait, and Board in A4 landscape, with the name of a fictional insurer’s portfolio in the header.

One page, Report and Board. Illustrative data.

A report for the risk committee

Halden Mutual is fictional, and so are its figures.

  1. 1The request. Tomás, who sits on the risk committee, writes: “One page for Thursday’s risk committee: projects at a gate this quarter, kill criteria at risk and what we discarded.”
  2. 2The question back. FounderFold asks which quarter, and whether discards should include their reasons. He answers “Q3, with reasons”. The one-page PDF appears: 2 projects at a gate, 1 kill criterion on Watch, 23 discards grouped by reason.
  3. 3The limit. He asks to add each project’s cash runway. It replies that it cannot draw that block yet, and lists it instead of inventing a number.
  4. 4The send. He saves it as “Risk committee · one page”, schedules it every month and sends it to the external reviewer, whose link expires in 30 days.

FAQ

Does the AI write the report?

The AI interprets what you ask for and lays the report out. The figures are calculated by the system from your records, never by the AI, and anything unverified stays marked NOT VERIFIED.

What can a custom report include?

Key figures, the idea funnel, stages, breakdowns, the weighted pipeline, projects, a project record with its metrics, risks, pending items, decisions, experiments and discards.

Can I send a report to someone without an account?

Yes, if your organization allows it: they get a personal link that expires after 30 days, and you can revoke it at any time.

Can a report arrive on its own?

Yes. A saved report can be sent every week, every month or every quarter to the people you choose.

Who can request custom reports?

People with the custom reports permission. The owner always has it and grants it to others from “People and permissions”, in the organization settings.

Ask for your first report.

Request access

Early access is by invitation.