Audience
Investors that need a deal platform
About Foleo
Foleo is an intelligent deal distribution platform built for investment agents. With each investment deal there can be hundreds of documents and buyers. Teams are still using traditional file sharing methods to distribute these, like email or Dropbox. Foleo cuts through the noise and provides a centralized portal for all deal files. Revoke file access easily at any time. Prevent downloads – force in-browser viewing. New device validation via email.
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Transform how you manage alternative investments with Dynamo Software’s cloud-native, AI-powered platform that unifies front-, middle-, and back-office operations into one configurable solution.
For General Partners (GPs), Dynamo provides an edge with advanced CRM, deal pipeline management, fundraising support, investor relations, and secure fund accounting. Limited Partners (LPs) gain real-time research and portfolio management tools, featuring automated document processing, data extraction, and deep exposure analytics.
Key features include AI-driven data automation, dynamic dashboards, tailored reporting, and seamless API integrations. We support GAAP and ILPA standards and offer robust what-if modeling capabilities, all secured by enterprise-grade protocols (SOC, NIST, ISO/IEC). Built for scalability and precision, Dynamo empowers firms to streamline workflows, improve data accuracy, and drive alpha through intelligent automation.
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DealRoom
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Platform highlights:
-Pipeline Management: a single source of truth for deals, with pipeline visualization and tracking of contacts, documents, and communications
-Process Management: templatize, standardize, and track tasks across every stage of a deal
-Buy-Side Virtual Data Room: manage information requests and disclosure between buyer and seller in diligence, then carry documents into integration
-Connected Intelligence: diligence findings travel into integration planning, and deal context stay
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Agora
Agora is a designated software solution for real estate investment firms to build trust with investors, accelerate every aspect of their business and grow faster with optimal operational efficiency. We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital. Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place. Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements. Automate your portfolio management, generate reports, distribute waterfalls, and streamline performance data.
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Integrations
No integrations listed.
Company Information
Huddle Digital
Founded: 2015
United Kingdom
getfoleo.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Support
Phone Support
Online
Foleo Product Features
Virtual Data Room
Audit Trail
Data Protection
Data Storage Management
Due Diligence Management
Project Management
Role-Based Permissions
Anonymity Management
Collaboration
Document Tagging
Procurement Management
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