Foleo is an
intelligent deal distribution
platform built for
investment agents


Get a quote Huddle Digitala Huddle Digital product
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File Sharing Chaos

With each investment deal there can be hundreds of documents and buyers

Teams are still using traditional file sharing methods to distribute these, like email or Dropbox

File Sharing Chaos Diagram

Foleo cuts through the noise and provides a centralised portal for all deal files

Centralised Portal Diagram

How it works

Drag and drop upload

Upload deal files quickly and easily

Automatic sorting of files

Quick and easy setup

Invite investors

Invite investors or distribute link

Easy sign in for investors

Fully branded visual design

Gain insights

Unique algorithm

Interest score assigned to each investor

Follow up with only interested parties

Features

Email Dropbox Foleo
Distribute to many people at once Check Check Check
Centralised portal for all files Not Included Check Check
Report on who has seen which files Not Included Not Included Check
Unique algorithm tells you who is interested in deals Not Included Not Included Check
Fully branded Not Included Not Included Check
Custom file viewers Not Included Not Included Check
UK-based phone and email support Not Included Not Included Check
Bespoke features and integrations Not Included Not Included Check

Security

Revoke file access easily at any time

256-bit SSL encryption as standard

Require approval for new recipients to see files

Prevent downloads – force in-browser viewing

UK data centres available

Recipients only see what you want them to

24/7 manned security of physical servers

New device validation via email

Password re-entry for dangerous actions

Passwords never stored or sent as plain text

Get a Quote

Prices start from £150/m

Deals
£M