Follio
Visual portfolio management dashboard for real estate, with tile-based asset mapping, simplified financial metrics, and acquisition pipeline tracking.
A visual portfolio management platform for real estate investors, replacing fragmented spreadsheets with a dashboard that tracks, evaluates, and expands property portfolios. It serves finance professionals, executives, and B2B users in mid-market and enterprise companies, including fund managers and family offices. The platform offers a tile-based map for asset organization, simplified financial metrics, and a Kanban acquisition pipeline, with transparent pricing and enterprise options.
Key features
- Unlimited asset tiles
- Deep financial integration
- Multiple portfolio workspaces
- Priority AI Analysis (Unlimited)
- Bulk import / export
- Collaborator access
- Portfolio public sharing
- Mobile-optimized view
- Custom visual branding
- Advanced team permissions
- Dedicated database node
- Full API access for integrations
- White-label portfolio sharing
- Priority onboarding call
- 24/7 dedicated support
- No social media activity within the last 30 days
GTM channels
- API
ICP
- Real estate professionals
- Finance accounting teams
- Executives founders