Roles & invitations
Owner, Admin, Partner, Deal team, Finance, Operator and Viewer — plus external guests and investors who see only what is granted. Invitations are links you share yourself.
PRIVATE CAPITAL, WORKING TOGETHER
Buy with conviction.
Build with purpose.
Exit with a story.
The operating system for buying, building, and exiting businesses. One workspace connects your deals, companies, evidence, and capital.
Optional sample data · Private by default · v2 available
aacquifolio.WESTBRIDGE CAPITAL
YOUR FIRM, AT A GLANCE
SAMPLE WORKSPACEFirm overview
Active opportunities6One connected pipeline
Portfolio EBITDA$9.61mActual management basis
Owned investments3Entry thesis preserved
Acquisition momentumFrom conversation to conviction
Source
NDA
Screen
LOI
Diligence
IC
AF
Atlas Field ServicesDiligence · Earnings evidence under review
In progressThe evidence stays attached.Every assumption. Every decision.
Illustrative product preview · sample data
BUILT AROUND HOW YOU INVESTSearchersIndependent sponsorsHoldcosInvestment teamsAllocators
ONE INVESTMENT. A CONTINUOUS STORY.Your work should compound
Your work should compound
with your investment.
Financials shouldn’t lose their source when they enter a model. A committee decision shouldn’t lose its assumptions at closing. An operating result should connect to the thesis that made you buy.
Acquifolio brings those moments together, so your team can see the evidence, the decision, and the next action in the same place.
THE CONNECTED PLATFORMFrom the first conversation
From the first conversation
to the final distribution.
One company record. Distinct financial definitions.
A complete trail of evidence and judgment.
FIND
Origination
A mandate, a relationship, and a clear next step. Keep the source behind every opportunity.
Available · targets entered or imported
UNDERSTAND
Financial Quality
Separate seller claims from supported earnings. Carry evidence and review history into the decision.
Available · manual entry or CSV/XLSX import
STRUCTURE
Deal Terms Studio
Connect earnings to price, financing and downside. See what each assumption changes.
Available
BUILD
Ownership & operations
Keep the entry thesis intact. Track accountable initiatives and measure each benefit once.
Available · reporting entered or imported
ALLOCATE
Funds & Investor Lens
Trace capital events to investor allocations. Understand returns, liquidity and secondary exposure.
Available · no money movement
REALIZE
Exit Center
Prepare supported evidence and compare headline consideration with time-adjusted proceeds.
Available
The platform also includes Academy, PriceLift, RollupOS, Playbook40, FranchisePulse, CovenantIQ and Docket Intelligence, all available in v2. Data comes from manual entry and file import; licensed data feeds and system connectors are planned and are never shown as live.
Take the product tourTHE WORKFLOW, CONNECTEDTake the product tour
Better decisions have a trail.
Follow a financial finding all the way to an operating baseline.
01
Support the earnings
Review a seller adjustment against a specific evidence reference. Keep the claimed and accepted amounts distinct.
02
Understand the effect
Revised earnings create a new case version. Underwriting changes, and prior committee approvals become stale.
03
Record the decision
Resolve critical diligence requests and approve the current case. Keep the human decision and review basis.
04
Carry it into ownership
Confirm a signed close once. The supported earnings become a frozen entry baseline and the Day-0 plan begins.
BUILT FOR YOUR SIDE OF THE TABLEA shared foundation.
A shared foundation.
Your own way to invest.
Choose the workflow that fits your firm.
Keep the entire investment lifecycle in view.
Searchers & acquirers
Move from target to a defensible investment case, with seller earnings, price assumptions and critical diligence in view.
Explore your workflowSponsors & operators
Keep entry assumptions close to actual operating results, integration priorities and measured value creation.
Explore your workflowFund teams & allocators
Connect capital records with allocation reviews and inspect the assumptions behind performance and liquidity.
Explore your workflowFINANCIAL QUALITY · LTMv2
The earnings bridge
Reported EBITDA$1,850,000
Owner compensation+$180,000
Reviewed rent adjustment+$35,000
Supported EBITDA$2,065,000
Source version and reviewer remain attached
Evidence over
unsupported certainty.
unsupported certainty.
CONFIDENCE COMES FROM THE BASISKnow what a number
Know what a number
actually means.
Reported, adjusted, covenant, and realized earnings are different measures. An entered forecast is different from a confirmed capital event.
- Separate financial definitions and evidence status
- Retained case versions and prior decisions
- Human review before material workflow actions
- Evidence files versioned with SHA-256 checksums
TEAM, EVIDENCE & AUDITWork as a firm.
Work as a firm.
Keep every action accountable.
Seven internal roles plus scoped guests and investors,
checked by the server on every request.
Versioned evidence files
Files attach to the record they support. Each version keeps its SHA-256 checksum, uploader and time; every view and download appears in the access log, and data-room PDFs can be watermarked per viewer.
Audit log & activity
Every change is recorded with the actor, record and time, and each record shows its own activity history.
Versions, not overwrites
Approvals bind to the version they approved, corrections link to the original, and stale edits are rejected rather than silently overwriting a colleague’s work.
IC decisions, closing confirmation and fund approvals are limited to the Owner and Partner roles. Organizations can sign in with OpenID Connect SSO and require authenticator-app MFA; SAML, SCIM, passkeys and email delivery are not yet available.
Review security & accessASSISTANCE, NOT AUTOPILOTAnswers with sources.
Answers with sources.
Rules that create internal work.
The assistant reads; workflow rules prepare tasks.
People review, decide and approve.
Permission-aware assistant
Ask about a deal, company or fund. The assistant uses read-only tools with your own permissions, so it never sees more than you can. It cannot create, change or approve anything.
Cited, labelled answers
Every figure links to its source record with its definition and period. Estimates and assumptions are labelled, and a missing number is reported as unavailable rather than guessed.
IC memo drafts for review
Draft memo sections marked fact, estimate or assumption, with their sources. Nothing is saved until a team member inserts the draft and saves the memo.
Workflow rules
When an NDA is recorded, earnings change, a covenant test reaches warning or a reporting package is overdue, a rule can create tasks, diligence requests, internal comments or review flags — previewed before activation, never duplicated.
No autonomous actions: rules never send email or change prices, terms, approvals or capital records. Questions are audited with metadata only. The assistant is off until an AI provider API key is configured, and investors never have it.
How access appliesSTART WITH YOUR WORKFLOW
The right workspace for your firm.
Choose your operating profile. Expand with the investment lifecycle.
Packaging profiles group workflows available in v2. Commercial pricing, usage limits and specialist entitlements are being defined with pilot teams; no connectors are included yet.
Create a workspaceA FEW THINGS TO KNOW
Clear by design.
What is available, and what is not,
stated plainly.
What can I use today?+
Acquifolio v2 is available: team workspaces and access, acquisition from origination to closing, ownership and value creation, fund and investor operations, specialist workflows, the assistant and workflow rules. Data comes from manual entry and file import. The product tour marks every feature Available or Planned; nothing planned is presented as live.
Can my whole team work in one workspace?+
Yes. Owners and Admins invite colleagues with a role, and outside advisors or investors with scoped grants. Invitations are links you copy and share yourself — Acquifolio does not send email yet. Role changes and removals apply on the member’s next request.
Does Acquifolio replace my accountant or legal advisor?+
Acquifolio organizes evidence, assumptions and workflow decisions. Professional reports, legal conclusions, formal valuations and accounting remain with the responsible providers.
Can I try it with sample data?+
A new workspace can optionally start with clearly fictional sample companies, deals and funds. Sample records are never presented as real investment data.
Can I connect my accounting, billing, or court data?+
Not yet. Today data comes in through manual entry, CSV/XLSX imports and evidence files. Text in uploaded PDF, Word and Excel files is extracted so it can be searched, and, when an AI provider API key is configured, financial statements, covenant definitions and LOI terms can be drafted from documents with a page and quote for every value, for a person to review and apply. Accounting, billing, bank and POS connectors, licensed company, court and benchmark data, and OCR for scanned documents are planned. Where a connector is not configured, the product says so.
Does the AI assistant act on its own?+
No. It answers with read-only tools under your permissions and cites its sources; IC memo drafts are proposals you insert and save yourself. It is disabled until an AI provider API key is configured, and investors never have it.
Is commercial pricing available?+
Packaging profiles are defined in the product vision. Pricing, usage limits and specialist review entitlements will be refined with pilot teams.
MAKE THE WHOLE STORY VISIBLEYour next investment
Your next investment
deserves a connected workspace.
Create a workspace
Start empty or with clearly fictional sample data.