Audit-grade valuation infrastructure for healthcare VCs, family offices, and corp-dev teams running real diligence on early-stage biotech assets — run by your analysts, callable by your agents. Signed exports, audit-grade evidence chains, asset-anchored competitive context.
The Deal, End to End
A deck comes in; a verifiable valuation record goes out. Each stage hands off to the next without leaving the workspace — and every material 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.
In developmentThe Workspace
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.
Built For Institutions
It’s the whole workspace — governed access, isolated tenancy, and a record of who did what, so a diligence team can stand behind every number.
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.
Trust Artifacts
The substrate is public. Read the methodology, run the demo, audit the back-test. Every artifact carries a version stamp and a citation chain.
Portfolio Analysis
The substrate run on a real institutional portfolio: risk-adjusted scoring of every publicly-listed JHU Tech Ventures therapeutic invention, with asset-specific rNPV deep-dives, methodology, and a verifiable trust stamp.
Citation-grade methodology for rNPV, PoS calibration, IRA framework, evidence standards, and network benchmarks.
Public benchmark layer powered by aggregated platform data. Source, n, version stamp on every metric.
NSCLC cohort, 59 drugs, pairwise AUC 0.709 — the strongest discrimination signal across 3 published cohorts (111 drugs scored against historical approvals and failures).
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.
HTTP-native, one CLI command
claude mcp add --scope user --transport http phasefolio https://app.phasefolio.com/api/mcpOpenAI Codex; HTTP-native
codex mcp add phasefolio --http https://app.phasefolio.com/api/mcpStdio bridge via the npm wrapper
npx -y @phasefolio/mcpAdd 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
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.
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