Folio — Private Document Sharing with Enterprise-Grade Tracking

Built for the moments that matter

When the document is the deal

Some files are just files. Others carry your raise, your number, your reputation. Folio is for the second kind — the ones you can't afford to lose track of.

Founders raising capital

Your pitch deck is your future. See which partner opened it, how long they spent on the financials, and whether it got forwarded around the firm — so your follow-up lands at exactly the right moment.

Index opened it twice last night and spent six minutes on the traction slide. Time to call.

Sales teams closing

Stop chasing ghosts. The moment a prospect reopens your quote, your rep gets the signal — and reaches out while you're still top of mind, not a week too late.

He reopened the pricing page on his phone at 9pm. That's a buying signal you can act on.

Legal & M&A

Term sheets and diligence files demand a paper trail. Every open is signed, logged, and tied to a verified link — so you know precisely who saw what, and when, if it ever matters.

Forensic-grade access logs on every confidential document, without a heavyweight data room.

Consultants & agencies

Your proposal is your craft on the page. Watch the client read it slide by slide — and tailor the kickoff call to the exact sections that made them lean in.

They read the scope twice and skipped the price. Now I know where to start the conversation.

Real estate & deals

Off-market memos and investor packets, shared with confidence. Send one signed link per party, cap the opens, and revoke the instant a deal goes cold.

One link per buyer, full visibility, killed in one click when the listing moves.

Recruiting & talent

Sending an offer, a JD, or a candidate packet? See the moment it's opened — and read the interest in the timing, not just the reply.

She opened the offer at midnight and again at breakfast. That's a yes forming.

Everything in one console

A complete document command center

Upload, tokenize, share, and watch — every capability you'd expect from an enterprise data room, on infrastructure you control.

Core

Memorable access tokens

Generate human-friendly links like apex-node-4821 instead of opaque hashes. Set max-uses, expiry dates, and attach any document — each link is independently revocable in one click.

one-time usedate expiryinstant revokeper-recipient

Branded reading room

Recipients open a clean, your-logo viewer — no login, no friction, no download leakage.

Real-time activity

See opens the instant they happen — recipient, location, device, and dwell signals.

Email delivery

Send signed links straight to recipients with branded transactional email built in.

Role-based team access

Three tiers — Super Admin, Admin, and Viewer — so your whole team can manage documents and read analytics without sharing one password.

Multi-tenant workspaces

Every document, token, and log is scoped to a workspace. Run separate brands or clients from a single deployment with zero data bleed.

Forensic-grade analytics

Know exactly who opened what

DocSend tells you "someone viewed it." Folio captures 47+ signals on every open — geography, network, device, and client environment.

// access_log #log_a91f…
ip: "203.0.113.42"
country: "United States" 🇺🇸
city: "San Francisco"
asn_org: "Cloudflare WARP"
device_type: "desktop"
browser: "Chrome 121"
os: "macOS 14.3"
screen: "2560×1440"
color_scheme: "dark"
js_timezone: "America/Los_Angeles"
tls_version: "TLSv1.3"
cf_bot_score: 98 (human)
signed: ✓ verified

Geo & Network

IP & X-Forwarded-For

City, region, country

ASN & ISP org

Lat / long / timezone

Device & Client

Browser & version

OS & device type

Screen size & touch

Dark / light preference

Security signals

TLS version & cipher

Cloudflare bot score

Threat & verified-bot

Signature verification

Headers & intent

Referer & languages

Client hints (UA-CH)

Sec-Fetch metadata

Do-Not-Track flag

Explore the dashboard →

A Tuesday night, in real life

The follow-up that wrote itself

It's 9:47pm. You're about to close the laptop when Folio lights up. The partner you've been chasing for two weeks just opened your deck — and they're still reading.

You watch it happen. Eight minutes on the financials. Back to the team slide. A second device joins from the same firm. This isn't a polite skim — this is a room making a decision.

The next morning you don't send a nervous "just checking in." You send the one email that matters, to the people who actually read it, about the exact thing they cared about. That's the difference between hoping and knowing.