Institutional Diligence Infrastructure
Preserve deal context, asset scenarios, material assumptions, evidence, decisions, audit history, and signed export receipts in one governed workspace — callable by analysts and AI agents.
12,728+
clinical transitions
264
benchmark cells
3
validation studies
Signed Dossier Receipt
NSCLC small-molecule valuation
Content hash
7f4c...91ad
Engine
2.8.0
Methodology
methodology@2026-06-23
Dataset
pos-benchmarks@2021
42
Sources cited
111
Drugs backtested
11
Indications benchmarked
The Platform
From inbound triage to a signed, verifiable dossier — one governed workspace where every assumption keeps its provenance and every action lands in the audit trail.
Paste or drop a deck; the screener extracts and cites company, deal, and asset facts, then returns a worth-the-look verdict.
The deal becomes a workspace — scenarios, contributors, notes, and an Evidence Register with cell-level provenance.
Deterministic, version-stamped rNPV under the published methodology. No language model in the math path.
Export an IC-ready, content-hashed PDF or Excel; any reviewer verifies it at the public endpoint — no account required.
Watchlisted assets re-score when a competitor reads out, a milestone lands, or a comparable transacts.
Five-minute inbound triage: a grounded, cited advance/watch/kill verdict over a deck.
The deal record — scenarios, contributors, notes, and the evidence behind each number.
Cell-level provenance for every load-bearing assumption: source, date, excerpt, confidence.
Version-stamped rNPV and Monte Carlo, computed deterministically on the backend.
Content-hashed PDF and Excel dossiers, verifiable at the public endpoint with no account.
Material actions — created, changed, exported, denied — recorded and asset-scoped.
Comparable trials, competing programs, and sponsor priors for the specific asset under review.
Query the engine, benchmarks, and verification from an AI agent over the public MCP surface.
PoS priors span 11 indications, 8 benchmark modality baselines, and 3 biomarker strategies, with expanded modern modality labels normalized before lookup. Source: BIO/QLS 2021 clinical-development transition data.
Built for institutions
Methodology matters, but diligence also depends on governed access, isolated tenancy, and a record of who changed what.
Every organization's deals are isolated; pilot data lives in its own org and never shares a demo workspace.
Organization roles gate who can read, write, and administer. Missing or unknown roles fail closed to viewer.
Material actions — created, changed, exported, or denied — are recorded against the asset they touch.
Every export is content-hashed and checkable at the public verify endpoint — no recipient account required.
Security Posture
PhaseFolio separates implemented tenant controls from planned external attestations, so investors can see what protects confidential deal work today and what is moving into formal review.
Read the security posture →Live App Layer
Organization roles govern read, write, and admin access. Unknown or missing roles fail closed to viewer-level permissions.
RLS Enforced
Product app traffic uses a non-bypass PostgreSQL runtime role and row-level security policies keyed to the active organization.
Live Trust Layer
Material actions are recorded against assets, and signed exports resolve through public verification so recipients can inspect provenance.
Planned Attestation
SOC 2 Type I readiness is the first external-attestation target, followed by a SOC 2 Type II evidence window. ISO 27001 and HIPAA readiness will be evaluated as customer and data scope require.
Machine-readable substrate
PhaseFolio is a proof-of-record diligence workspace for biotech investment decisions — run by the analyst on the deal, and callable by an AI agent over the same durable record.
An MCP server, a public verify endpoint, an llms.txt index, and structured public data let an agent confirm a number’s provenance before relying on it — so the GP, analyst, or CMO reviewing its work can stand behind the result. No account required.
Source Register
The register below indexes core public sources behind PhaseFolio’s base rates, multipliers, and backtest library. Signed dossiers carry their full source receipts; every row here links to evidence a reviewer can inspect.
Transition Base Rates
2 sources
Clinical Development Success Rates 2011-2020 · BIO · QLS Advisors · Informa · N=12,728 transitions
Estimation of clinical trial success rates · Biostatistics 20(2)
Signal & Multiplier Evidence
6 sources
Genetic evidence and clinical success · Nature 629
Dynamic clinical trial success rates for drugs in the 21st century · Nature Communications 16
Biomarker-based treatment strategies · JAMA Oncology 2(11)
Biomarker use and clinical-trial failure risk in oncology · Cancer Medicine 10(6)
Predictors of success for oncology drugs tested in phase 1 trials · Int J Cancer
Evidence weighting for conditionally approved drugs · Clin Pharmacol Ther 105(3)
Validation
1 source
3 public validation studies with per-drug outcome labels and backtest methods
Full methodology, worked examples, and source citations are available in the methodology paper.
Who Is This For
Methodology, backtests, and verification remain public. Engine access and signed-export issuance are governed through research and early-access partnerships.
Public Methodology
Methodology pages, backtest reports, public benchmarks, and the verify endpoint are available without authentication.
View MethodologyEarly Access
Full engine access, signed-export issuance, evidence register workflows, asset-anchored landscape, and co-development on indication-specific cohorts.
Request AccessPhaseFolio is working with an initial cohort of design partners. Substantive methodology changes are published with version history, every issued export carries a signed hash, and each public methodology page preserves its version trail.
Recent Changes