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Document Analysis Reimagined

Transform document analysis with an AI companion that enhances, not disrupts.

Folio — document analysis and insights

Current AI tools are holding analysts back.

Transform how you analyze documents with an AI-powered platform that works alongside you, not against you. Folio keeps your sensitive documents front and center while providing intelligent, secure assistance that scales your capabilities.

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  • Annotate your Documents

    Add highlights and annotations to important sections of your documents — even images and tables.

  • Your Files Stay on Your Computer

    Documents are stored on your computer only to keep your sensitive data secure.

  • Extract Important Data

    Get data out of your documents into the format you need — Excel, Text, and more.

  • Draw AI Insights

    Use our analysis frameworks to help you have better understanding and reach better conclusions.

  • Documents in View

    Folio keeps humans in the loop and points to cited, evidence-based insights.

In today's financial markets, the ability to quickly analyze documents and extract insights isn't just an advantage—it's a necessity. Meanwhile, the pressure to generate more insights with existing resources continues to grow, and the stakes for data security have never been higher.

Key Hurdles

Sensitive information. When you upload a document to ChatGPT, a copy is stored on OpenAI servers, posing a risk to expose your firm's strategies.

Disruptive chat experiences. Chat interfaces get in the way, and disrupt traditional workflows. Many analysts prefer to read 10-Ks and 10-Qs themselves to reach informed decisions.

Market pressure. In today's competitive landscape, AI has pushed the financial industry to make better decisions more quickly.

Capturing data. Extracting data to a tabular format for portfolio dashboards involves manual, wasted time — especially when companies don’t use PDF tagging. And oftentimes qualitative insights are lost or not easily represented.

Augmented Insights

Keep documents front and center. Let analysts read financial reports. AI models can supplement or assist when it's useful and not get in the way.

Nothing leaves your computer. We don't upload your documents to our servers. Everything stays on your computer and is completely private to you. Bring your own LLMs if you like, or use ours.

Focus your assistant. Our AI assistant can use your annotations to more accurately answer questions, extract data and more.

Find what you need. Quickly generate summaries or find document sections discussing key risks or key metrics. Folio's citation engine points you where you need to go.

Scaled Impact

Customizable tools. We get you the latest analysis tools as we develop them, bringing additional data sources and insights to your fingertips.

Focus on insights. Let Folio do the boring work for your team — the manual tasks that waste time — so you can focus on making better decisions.

Move fast and break nothing. Analyze more documents in less time, but keep your existing analyst's workflows and insights that are already working for your organization.

Interested in Folio? Give it a spin!
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