FOR M&A ADVISORS

First-pass M&A contract triage on your Mac

Use local analysis on your Mac to surface change of control, exclusivity, liability caps and indemnities with page citations. FolioCore reviews one agreement at a time.

Download on the Mac App Store ▶Watch FolioCore in action
Apple Silicon M1 or later macOS 26.4+ One-time license, no subscription

What is FolioCore?

FolioCore reviews one agreement at a time. The seven-control checklist surfaces key deal terms, extraction collects them into a working table, and Semantic Redline compares two drafts. A deal team can apply the same first-pass review across the contracts in a data room while opening each document separately.

Who is it for?

M&A advisors and boutiquesCorporate development teamsPrivate equity analystsTransaction services teams
PROBLEMS IT SOLVES

The work it takes off a deal team's desk

PROBLEM 01

Red flags, one contract at a time

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.

WITH FOLIOCORE

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.

PROBLEM 02

The deal summary table

Counterparties, governing law, term, caps and notice periods across dozens of agreements, assembled by hand into a spreadsheet at midnight.

WITH FOLIOCORE

Structural extraction pulls those values into a matrix and exports it to an Excel-compatible .xls file or Markdown. Every cell keeps a citation to the source passage, so the partner reviewing the summary can verify any number in one click.

PROBLEM 03

Which draft moved

SPA and APA rounds arrive with hundreds of touched paragraphs. Most are style. A few move money or risk.

WITH FOLIOCORE

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.

Documents it handles

Share and asset purchase agreementsMaster service agreementsSupply and distribution contractsShareholder agreementsTerm sheets and LOIsEmployment and retention agreementsConfidentiality agreements
HOW IT WORKS

Four steps, zero uploads

STEP 1

Open the document

Open a PDF, DOCX or P7M file in FolioCore. The source is read without writing to it. PDF and Markdown reports record its full SHA-256 identifier for later comparison.

STEP 2

Run the analysis

Pick a checklist package, an extraction profile, a version comparison or just ask a question. Everything runs on your Mac.

STEP 3

Review grounded findings

Each result is cited and highlighted on the exact page of the original document, so verification takes seconds.

STEP 4

Export the report

Produce a clean PDF, Markdown or Excel-compatible .xls report for your file, your client or your workpapers.

HOW IT COMPARES

Manual review, cloud AI, or FolioCore

MANUAL REVIEW CLOUD AI TOOLS FOLIOCORE
Where documents go They stay with you Uploaded to third-party servers Local mode keeps them on your Mac
Confidentiality exposure None, but slow Vendor terms, retention policies, subprocessors Local mode: no account, document telemetry or analysis network calls
Evidence behind findings Your margin notes Answers without verifiable grounding Every finding cited on the exact page
Version comparison Read both, twice Generic diff of pasted text Semantic Redline separates material changes from rewording
Cost model Professional time Monthly subscription per seat One-time license, free Light plan to start
FREQUENTLY ASKED QUESTIONS

Questions professionals ask first

Is FolioCore compatible with a strict data room NDA?

FolioCore analyses one agreement at a time. In local mode, the document stays on the Mac throughout the review. Selecting a remote model sends the content chosen for that operation to the provider.

Does it replace legal due diligence?

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.

How many documents can I analyze?

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.

Can I customize the red-flag checklist?

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.

What Mac does it require?

Any Apple Silicon Mac (M1 or later) running macOS 26.4 or later supports checklists and extraction. Chat with Document and Semantic Redline require 16GB of unified memory for local processing.

FolioCore for other professions

For Law FirmsFor CPAsFor DPOsFor Quality ManagersAll analysis packages
FolioCore app icon

Try it on your own documents

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.

Download on the Mac App Store Watch the demo video