The Platform

The Institutional Diligence Platform for Biotech Asset Valuation

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

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.

Monitoring

Watchlisted assets re-score when a competitor reads out, a milestone lands, or a comparable transacts.

In development

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

Audit-grade isn’t only the methodology.

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.

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.

Read the security posture →

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.

For AI Agents

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/mcp

Codex CLI

OpenAI Codex; HTTP-native

codex mcp add phasefolio --http https://app.phasefolio.com/api/mcp

Claude Desktop / Cursor

Stdio bridge via the npm wrapper

npx -y @phasefolio/mcp

Add 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

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.

Open Calendly

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