One investment, from first conversation to exit.

Acquifolio connects nine lifecycle stages in one workspace. Each stage draws on a specialist module concept. Every feature below is marked Available in v2 or Planned, and says where data is entered or imported rather than connected.

1. 01

   Origination

   Off-Market Deal Sourcing

   Investment theses, target companies, relationships and campaigns feeding one gated deal pipeline.

   • AvailableTheses and a scored target universe — targets entered or CSV-imported with duplicate review
   • AvailableUser-entered succession signals with source and confidence
   • AvailableCampaign sequences with drafts, suppression and opt-out — sends are logged manually
   • AvailableDeal board with stage gates, recorded exceptions and saved views
   • AvailableFunnel conversion by thesis and source channel
   • PlannedLicensed company, owner and contact data
   • PlannedEmail and letter delivery, inbox reply capture
2. 02

   QoE-Lite earnings evidence

   QoE-Lite

   Seller-adjusted and diligence-adjusted earnings kept separate, with evidence and reviewer on every adjustment.

   • AvailableFinancial periods by manual entry or CSV/XLSX import
   • AvailableAdd-back register with claimed and supported amounts and reviewer verdicts
   • AvailableVersioned earnings analyses: preliminary, analyst-reviewed, professionally issued
   • AvailableDebt-like items, working-capital pegs, proof of cash and customer concentration
   • AvailableEvidence files with SHA-256 checksums
   • PlannedAccounting-system connectors
   • AvailableFinancial statements drafted from uploaded documents, each value with a page and quote checked against the text; people review and apply rows — needs an AI provider API key
   • PlannedAI add-back suggestions and OCR for scanned documents
   • PlannedBooks-to-tax bridge, payroll normalization and PDF deliverables
3. 03

   Deal Terms underwriting

   Deal Terms Studio

   Versioned underwriting cases connecting supported earnings to price, structure and financing.

   • AvailableVersioned model cases with debt schedules, DSCR stress and release control
   • AvailableMaximum-price solver, sensitivity grid and scenario comparison
   • AvailableOffers, counters and an earn-out designer with clean-equivalent comparison
   • AvailableLOIs generated from a released model, every figure traced — view and print
   • AvailableLender proposals, conditions precedent and a lender financing package
   • AvailableLOI terms drafted from documents into a draft offer, with a page and quote per value, reviewed before applying — needs an AI provider API key
   • PlannedDOCX / PDF LOI export, SPA schedules and redlining
4. 04

   Diligence & data room

   QoE-LiteAcquifolio core

   Requests, findings and a foldered data room with versioned files and access history.

   • AvailableDiligence requests, checklist templates and findings with recorded decisions
   • AvailableData-room folders with versioned files and view-only folders
   • AvailableView and download logging per person and file version
   • AvailablePDF watermarking per viewer on view and download
   • AvailableQ&A threads and scoped guest grants with expiry
   • AvailableContent search and a text viewer for PDF, Word (docx) and Excel (xlsx) files, under the same access rules as the file
   • PlannedOCR for scanned PDFs and images; XLS, DOC and PPTX text
   • PlannedEmail notifications for requests and Q&A
5. 05

   IC approval

   Acquifolio coreDeal Terms Studio

   Versioned committee memos, meetings and votes. A decision binds to the version it approved.

   • AvailableVersioned IC memos with a template-based draft from deal records
   • AvailableMeetings, votes and recusal with quorum and majority policy
   • AvailableDecisions bound to the model and earnings versions; stale when they change
   • AvailableFrozen approved-case snapshot
   • PlannedThesis scorecard and decision calibration
6. 06

   Closing handoff

   Acquifolio core

   A closing checklist and a confirmed close that carries the supported baseline into ownership.

   • AvailableChecklist from the firm template, IC conditions and critical findings
   • AvailableFunds flow reconciled to the cent — actuals entered by the team
   • AvailableGated, role-restricted confirmation that hands off to portfolio and funds
   • PlannedBank and funds-flow connectors
7. 07

   Portfolio & 100-day plans

   RollupOSPriceLiftPlaybook40FranchisePulseCovenantIQ

   Actual, budget and underwritten results side by side, with plans and one ledger of measured benefits.

   • AvailableReporting packages entered or CSV/XLSX-imported; underwritten case generated from the approved model
   • AvailableKPIs, valuations, operating reviews and material events
   • Available100-day plans, initiatives and a single benefit ledger
   • AvailableARR, retention and seat exposure from imported billing ledgers (Playbook40)
   • AvailablePricing diagnostics and approved price campaigns with holdouts (PriceLift)
   • AvailableConsolidation, synergies, integration checklists and earn-outs (RollupOS)
   • AvailableLocations, monthly unit submissions and memberships (FranchisePulse)
   • AvailableCovenant tests, certificates, 13-week cash and borrowing base (CovenantIQ)
   • PlannedAccounting, billing, bank and POS connectors
   • PlannedFranchisee portal and Item 19 builder
   • AvailablePortfolio totals in a reporting currency from a dated FX rate table (manual, CSV or ECB reference rates), with constant-currency growth and FX effect
   • AvailableRoll-up P&L translation with a currency translation line (RollupOS)
   • AvailableCovenant definitions drafted from the credit agreement into a draft amendment, each with a page and quote, reviewed before applying — needs an AI provider API key
   • PlannedBalance-sheet translation (CTA) and SaaS ledgers in other currencies
8. 08

   Fund operations & distributions

   FundOpsLP Lens

   Funds, investor interests and capital events, with approvals, notices and an investor portal.

   • AvailableVehicles, governing terms, investors and capital events allocated in cents
   • AvailableWaterfall, fee schedules and side letters
   • AvailableApproved notices (PDF), investor packages and issued reports with corrections
   • AvailableInvestor (LP) portal showing each LP only their own released information
   • AvailableLP Lens: external funds, PME, secondaries and pacing — manual or CSV intake
   • AvailablePayments recorded manually against capital events
   • PlannedEmail delivery of notices, money movement and bank feeds
   • AvailableFund program totals across vehicles and LP Lens pooled returns at dated FX rates; a missing rate blocks the pooled IRR
   • PlannedLicensed benchmark data and LP statement extraction
9. 09

   Exit readiness

   SellReady

   Readiness assessments, remediation and offer comparison, carried through to the exit event.

   • AvailableReadiness assessments with evidence-backed remediation
   • AvailableValue, route comparison and net-proceeds waterfall
   • AvailableBuyer release log, confirmed offers and recorded exit events feeding fund distributions
   • AvailableLOI terms drafted from documents into a draft offer, reviewed before applying — needs an AI provider API key
   • PlannedTeaser / CIM generation