The Audit-Grade Workspace for Biotech Asset Diligence and Valuation
Audit-grade diligence infrastructure for healthcare VCs, family offices, and corp-dev teams preserving the assumptions, evidence, decisions, and exports behind an investment case — run by your analysts, callable by your agents.
The Deal, End to End
One Spine, Inbound to Monitoring
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.
Intake & Triage
Paste or drop a deck; the screener extracts and cites company, deal, and asset facts, then returns a worth-the-look verdict.
Asset Workspace
The deal becomes a workspace — scenarios, contributors, notes, and an Evidence Register with cell-level provenance.
Valuation
Deterministic, version-stamped rNPV under the published methodology. No language model in the math path.
Signed Dossier & Verify
Export an IC-ready, content-hashed PDF or Excel; any reviewer verifies it at the public endpoint — no account required.
- In development
Monitoring
Watchlisted assets re-score when a competitor reads out, a milestone lands, or a comparable transacts.
The Workspace
Every Surface a Diligence Team Touches
Triage Co-Pilot
Five-minute inbound triage: a grounded, cited advance/watch/kill verdict over a deck.
Asset Workspace
The deal record — scenarios, contributors, notes, and the evidence behind each number.
Evidence Register
Cell-level provenance for every load-bearing assumption: source, date, excerpt, confidence.
Valuation Engine
Version-stamped rNPV and Monte Carlo, computed deterministically on the backend.
Signed Exports & Verify
Content-hashed PDF and Excel dossiers, verifiable at the public endpoint with no account.
Audit Trail
Material actions — created, changed, exported, denied — recorded and asset-scoped.
Asset Landscape
Comparable trials, competing programs, and sponsor priors for the specific asset under review.
MCP Access
Query the engine, benchmarks, and verification from an AI agent over the public MCP surface.
Built for institutions
Diligence is more than the methodology.
Methodology matters, but diligence also depends on governed access, isolated tenancy, and a record of who changed what.
Multi-Tenant Workspace
Every organization's deals are isolated; pilot data lives in its own org and never shares a demo workspace.
Role-Governed Access
Organization roles gate who can read, write, and administer. Missing or unknown roles fail closed to viewer.
Audit Trail
Material actions — created, changed, exported, or denied — are recorded against the asset they touch.
Independently Verifiable
Every export is content-hashed and checkable at the public verify endpoint — no recipient account required.
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.
Portfolio Analysis
JHTV Portfolio Case Study
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.
Methodology Hub
Citation-grade methodology for rNPV, PoS calibration, IRA framework, evidence standards, and network benchmarks.
Network Benchmarks
Public benchmark layer powered by aggregated platform data. Source, n, version stamp on every metric.
Back-Test Library
3 validation studies and 111 drugs backtested against historical approvals and failures, with study-level caveats kept in the research reports.
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/mcpCodex CLI
OpenAI Codex; HTTP-native
codex mcp add phasefolio --http https://app.phasefolio.com/api/mcpClaude Desktop / Cursor
Stdio 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"].
Eight additional org-scoped tools (get_project, list_scenarios, get_scenario, get_evidence, get_dossier, query_landscape, query_drug_risk, query_sec_deal_terms) unlock with a bearer token. Full server reference and access requests. 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.
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