Summarizes, extracts, and rewrites content from files.
Foldout
$14/mStarting price
0Popularity
About Foldout
Foldout converts operating notes into polished investor updates that reflect the user’s voice and firm branding. It accepts unstructured notes, bullet points, or rough call notes and produces a structured update without altering figures or tone. The tool allows sharing drafts with team members for review before sending to investors via branded PDF or email. It tracks portfolio performance over time, highlighting trends and trouble spots between quarterly updates. Users can log leases, capex decisions, or other events as they occur, ensuring relevant data is ready when drafting updates. The platform emphasizes privacy, stating data is never used to train models and remains visible only to the firm. It is designed for general partners who prefer managing deals over writing updates, streamlining the communication process with limited partners.
Key features
- AI drafting in user's voice
- Branded PDF and email delivery
- Portfolio dashboard with performance metrics
- Unlimited updates and collaborators
- Review and share workflow for drafts
- Real-time logging of leases and capex decisions
- Custom metric tracking against targets
- Private by default with no external model training
Use cases
- Generating quarterly investor updates from operating notes
- Tracking portfolio performance between updates
- Collaborating with team members on draft updates
Pros
- Converts unstructured notes into branded investor updates
- Maintains user's voice and figures without alteration
- Tracks portfolio performance and trends between updates
- Allows team collaboration on drafts before sending
- Privacy-focused, with no data used for model training
Cons
- Pricing is per property with no free tier beyond the first update
- Limited to real estate syndication use cases
- Requires manual input of operating notes
Frequently asked questions about Foldout
What does Foldout do?
Foldout converts operating notes into polished investor updates that reflect the user’s voice and firm branding. It accepts unstructured notes, bullet points, or rough call notes and produces a structured update without altering figures or tone.
Who is Foldout designed for?
Foldout is designed for general partners (GPs) in real estate syndication who prefer managing deals over writing updates. It streamlines the communication process with limited partners (LPs) by handling investor updates.
Do my investors see Foldout when I send updates?
No, investors never see Foldout. All updates are sent on the firm’s letterhead, making it appear as though the GP wrote the update directly.
Is my data safe with Foldout?
Yes, Foldout emphasizes privacy by stating that data is never used to train models and remains visible only to the firm. Your operating notes and updates are kept private by default.
How do I get started with Foldout?
Getting started involves creating a workspace and trying Foldout on a real deal. The first investor update on every property is free, start to finish, including sending it to investors, with no card required.
What kinds of deals does Foldout handle?
Foldout handles a variety of real estate deals, including multifamily, retail, industrial, and other property types. It tracks performance metrics like occupancy, NOI, and custom metrics over time.
