PhaseFolio
Beta — Early Access

Radically Clear Drug Economics.

Risk-adjusted asset valuations, pipeline scenario modeling, and Monte Carlo simulation — built for the diligence and operating decisions that actually allocate capital.

Free for researchers and academics. Investors and tech-transfer offices: book a conversation.

5%
62%
24%
40%
85%
90%
Preclinical
Phase I
Phase II
Phase III
NDA/BLA
Approval
Phase II|24% PoS|Oncology · Small Molecule

264

Benchmark Combinations

11

Therapeutic Areas

8

Drug Modalities

3

Biomarker Strategies

What is PhaseFolio

Risk-Adjusted Valuation in Hours, Not Weeks.

PhaseFolio replaces 40-hour Excel rebuilds with a probability-of-success-aware engine that cites every assumption. Input your pipeline parameters; get a defensible rNPV in seconds.

Risk-Adjusted Valuation

Compute rNPV using evidence-based PoS benchmarks across 11 indications, 8 modalities, and 3 biomarker strategies. Sourced from BIO/QLS 2021 peer-reviewed data.

Scenario Analysis

Fork assumptions, compare base vs. upside, adjust deal structures. Save unlimited scenarios and share password-protected reports with investors.

Monte Carlo Simulation

10,000-iteration stochastic simulation with correlated PoS and duration uncertainty. See the probability distribution of your asset value.

How it works

Pipeline In. Defensible Valuation Out.

01

Define Your Pipeline

Select your indication, modality, and current development stage. PhaseFolio auto-populates evidence-based benchmarks.

02

Set Assumptions

Configure costs, durations, PoS overrides, revenue ramp, WACC, and deal terms. Every parameter is adjustable.

03

Run the Model

Get deterministic rNPV instantly. Toggle Monte Carlo for a 10,000-iteration probability distribution.

04

Share & Compare

Export investor-grade PDFs, fork scenarios for side-by-side comparison, share password-protected reports.

Built for biotech

The Toolkit.

3D PoS Benchmark Matrix

11 indications, 8 modalities, biomarker-stratified

Sensitivity Playground

Interactive tornado chart — drag sliders, see rNPV change live

Epidemiology Builder

Estimate peak revenue from patient population data

Geographic Segmentation

Model multi-market launches with region-specific multipliers

Deal Structure Modeling

Licensing, co-development, profit splits, milestone-based deals

Investor-Grade PDF Export

One-click reports with methodology, references, and data tables

Password-Protected Sharing

Share results with investors — no account required to view

Excel Export

Full data workbook with waterfall, Monte Carlo, sensitivity tabs

Sources.

Every benchmark is traceable to a published study. Every assumption is a footnote.

Academic Sources

Baseline rates from BIO/QLS 2021 (N=12,728 transitions), Sun et al. 2025 (Nature Communications), and 7 peer-reviewed multiplier studies.

Backtested on Real Drugs

RA cohort (16 drugs, AUC 0.625) and NSCLC cohort (59 drugs, AUC 0.709). The model is validated against historical approvals and failures, not just calibrated to literature.

See the backtest

Verifiable Outputs

Signed exports, public verify endpoint, and full methodology pages. Every assumption traces back to a citation.

Read the methodology

Full methodology, worked examples, and source citations available in the methodology paper.

Who Is This For

Two Products. One Engine.

Free Research access for the people learning the workflow. Diligence-grade workspace for the people committing capital.

Research Tier

Researchers, Students, Analysts

Free forever via Research Tier. Full back-test, methodology, public benchmarks, and a single project to learn the workflow.

Diligence Workspace

Investors, Tech-Transfer Offices, Family Offices

Signed dossier exports, evidence register, asset-anchored landscape, founder-led support, and multi-asset workflow for real diligence.

Book a Conversation

Research Tier

Free for Academic and Nonprofit Research.

PhaseFolio’s Research Tier is free for verified academic institutions and 501(c)(3) nonprofits using the platform for teaching, research, or grant-funded analysis. Currently available to the Johns Hopkins community.

JHU sign-ups: @jhu.edu · @jh.edu · @jhmi.edu · @jhsph.edu

Other research institutions interested? Get in touch

Build Log · Livemain@556b014 · deployed 2026-05-09

Shipping In Public.

PhaseFolio is in active beta. Every commit lands on production within minutes, every export carries a signed hash, every methodology page versions itself. Tell us what to build next.

Recent Ships

05/06JHTV public-data case study — ~602 inventions scored, top 10 deep-dives with rNPV envelopes (jhtv-portfolio@2026-Q2)
05/05Claude Code plugin shipped — install via TamalAdebisi/phasefolio-claude-plugin (5th distribution surface, HTTP transport direct to /api/mcp)
05/03MCP server polished to production-grade — annotations, parameter descriptions, output schemas (Smithery quality 73 → ~95)
05/03MCP distribution — npm wrapper, Official Registry + Smithery submissions, install snippets on /methodology + /diligence
05/03MCP server protocol handshake (initialize/notifications/ping) + JSON Schema serialization for tools/list
05/03Two-product framing — Research / Fund Tier rebrand + /contact + /diligence pages
05/02Smoke-test sweep — landscape filter wiring, Excel IB green xrefs, /api/v1 discovery, NDA cross-surface fix
05/01Substrate MVP — REST API + 9-tool MCP server + signed exports + /verify + methodology hub
04/30Asset-anchored Landscape view (Screen 3 of the 4-screen VC experience)
04/29IRA terminal-value modeling — Y9/Y13 MFP cliffs + closed-form FE slider
04/28Evidence Register MVP — cell-level provenance for load-bearing assumptions
04/27IC Dossier export — 6-section PDF + 5-tab IB-grade Excel
04/27Wilson 95% CI on RA back-test — both threshold cuts on the public report
04/21Pre-launch hardening — RLS policies, schema canonicalization, MC per-iter PV, bcrypt, CSP
04/20Per-sub-indication backtest report page (Rheumatoid Arthritis cohort published)
04/19Intelligence flagship dashboard — disease-specific deep dives
04/17Security audit — 4 criticals + 5 highs hardened (RLS, plan gates, webhook idempotency)