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Description
Understand where your audience is investing their time to enable strategic follow-ups that can lead to more successful deals. Create a well-structured environment featuring tailored security measures for each investor or phase of the deal as it develops. Offer a personalized branded experience for every account, while keeping track of your performance metrics to enhance collaboration and satisfaction. Provide qualitative and secure updates to your investors, ensuring top-notch information security that rivals military standards. Say goodbye to the hassles of email attachments and version control issues. Monitor the utilization of your data assets by effortlessly sharing documents, content, and information with clients, customers, and investors using a simple link. When the need arises to grant access to a new group, effortlessly generate a new link and distribute it. Define access levels, impose expiry dates, and verify emails or domains to maintain control. The era of disorganized content scattered across emails, messaging apps, and neglected accesses is over. With real-time analytics, you can precisely track who is engaging with which pieces of content, allowing for more targeted interactions. This streamlined approach not only enhances efficiency but also strengthens relationships with your stakeholders.
Description
Foleo serves as a smart platform for distributing investment deals, tailored specifically for agents in the field. Each investment opportunity often comes with a multitude of documents and potential buyers, yet many teams continue to rely on outdated methods like email and Dropbox for sharing. Foleo simplifies this process by offering a centralized hub for all deal-related files. Users can effortlessly revoke access to files whenever necessary, and the platform allows for in-browser viewing while disabling downloads. Additionally, it includes a feature for validating new devices through email for enhanced security. This innovative approach not only streamlines the distribution process but also enhances efficiency and safeguards sensitive information.
API Access
Has API
API Access
Has API
Integrations
Dropbox
Google
Google Drive
LinkedIn
Pricing Details
$10 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
DataVault
Founded
2021
Country
Germany
Website
datavault.link/
Vendor Details
Company Name
Huddle Digital
Founded
2015
Country
United Kingdom
Website
getfoleo.com
Product Features
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
File Sharing
Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management
Virtual Data Room
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview
Product Features
Virtual Data Room
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview