FolioCore is an offline AI document analysis application for macOS built for due diligence triage. It runs red-flag checklists, extracts deal terms and compares draft versions locally, with no cloud upload and no data room content ever reaching a third-party server.
Before counsel is engaged, someone has to find out which of the target's contracts blow up on a change of control, carry termination for convenience or hide an exclusivity commitment.
The built-in M&A due diligence package checks 7 high-signal controls per document: termination for convenience, change of control, exclusivity and no-shop, liability cap, indemnification, confidentiality survival and seller non-compete. Each comes back OK or NOT FOUND with the clause highlighted on the page.
Counterparties, governing law, term, caps and notice periods across dozens of agreements, assembled by hand into a spreadsheet at midnight.
Structural extraction pulls those values into a matrix and exports it to CSV or Markdown. Every cell keeps a citation to the source passage, so the partner reviewing the summary can verify any number in one click.
SPA and APA rounds arrive with hundreds of touched paragraphs. Most are style. A few move money or risk.
Semantic Redline separates material changes to amounts, dates, parties and obligations from lawyerly rewording, with a deterministic check on the numbers. Differences are summarized one per line and shown side by side on the actual drafts.
Drop a PDF into FolioCore. Files are opened read-only; the original is never modified and its hash stays intact.
Pick a checklist package, an extraction profile, a version comparison or just ask a question. Everything runs on your Mac.
Each result is cited and highlighted on the exact page of the original document, so verification takes seconds.
Produce a clean PDF, Markdown or CSV report for your file, your client or your workpapers.
FolioCore processes documents entirely on your Mac, with no network calls, no account and no telemetry. No data room content is transmitted to anyone, including the publisher.
No. FolioCore is a triage layer: it surfaces likely issues with citations so the deal team can prioritize and counsel can focus. Legal review and opinion remain with the lawyers.
The Full license has no document or page limits. Documents are analyzed one at a time, each producing an exportable report; the free Light plan is limited to 15 pages per file.
Yes. With the Full license you can extend the M&A package or build your own checks in editable YAML, for example sector-specific consents or assignment restrictions.
Any Apple Silicon Mac (M1 or later) on macOS 26 runs checklists and extraction. Chat with Document and Semantic Redline need 16GB of memory or more.
The free Light plan runs the full offline pipeline on files up to 15 pages. Upgrade once, keep it forever. No subscription, no account, no upload.