PhaseFolio
Diligence Workspace

Diligence-Grade rNPV Workspace

Built for healthcare VCs, tech-transfer offices, family offices, and corp-dev teams running real diligence on early-stage biotech assets. Signed exports, audit-grade evidence chains, asset-anchored competitive context.

What You Get

The Workspace, End to End

Signed Dossier Exports

IC-ready PDF and Excel with IB conventions (blue inputs, green cross-refs, navy table headers). Every export carries a content hash that verifies on /verify/<hash>.

Evidence Register

Cell-level provenance for every load-bearing assumption. Source, date, excerpt, freshness, confidence. The audit chain is the product, not the number.

Asset-Anchored Landscape

Comparable trials, competing programs, sponsor priors, and biomarker overlap for the specific asset under valuation. Not a generic indication landscape.

IRA Terminal-Value Modeling

Modality-aware MFP cliffs (Y9 small molecule, Y13 biologic), closed-form FE slider, sweepable discount magnitude. The most underweighted variable in 2026 biotech valuation.

Back-Tested Methodology

RA cohort: AUC 0.625, Wilson 95% CIs published. Methodology hub citable per section. Oncology back-test in progress.

Founder-Led Support

Direct line to the founder during pilot. Weekly feedback session. Roadmap shaped by what the diligence workflow actually needs.

Trust Artifacts

Verify Before You Talk to Us

The substrate is public. Read the methodology, run the demo, audit the back-test. Every artifact carries a version stamp and a citation chain.

For AI Agents

Use PhaseFolio From Your Agent

PhaseFolio exposes a Model Context Protocol server. Any MCP-compatible client — Claude, Codex, Cursor, your own agent — can call the same engine, methodology, and signed dossier exports your human analyst uses. Three public tools (query_benchmarks, verify_export, get_methodology) require no auth.

Claude Code

HTTP-native, one CLI command

claude mcp add --scope user --transport http phasefolio https://app.phasefolio.com/api/mcp

Codex CLI

OpenAI Codex; HTTP-native

codex mcp add phasefolio --http https://app.phasefolio.com/api/mcp

Claude Desktop / Cursor

Stdio bridge via the npm wrapper

npx -y @phasefolio/mcp

Add to claude_desktop_config.json (or your client’s MCP config) under mcpServers.phasefolio with command "npx" and args ["-y", "@phasefolio/mcp"].

Six additional org-scoped tools (get_project, get_scenario, get_evidence, get_dossier, query_landscape, list_scenarios) unlock with a bearer token. Contact us for access. Server discovery at /.well-known/mcp.json.

Book a Conversation

30 Minutes With the Founder

Walk through the workspace on a real asset. Discuss your diligence workflow, pipeline coverage, and what a Fund Tier engagement looks like. No deck. No funnel.

Open Calendly

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