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Folio

Folio

Private
Durham, North CarolinaEnterprise Softwarehttps://folio.co/

Last Round

Series A

Jul 17, 2025

Total Funding Raised

$14M

Momentum

Top 1%

of companies Caplight tracks

Company Overview

Folio is a business/productivity software company that provides a financial operations platform designed to streamline procurement, invoice processing, and payments for the hospitality industry.

Sector

Enterprise Software

Verticals

Accounting & Expense, Digital Payments, Vertical SaaS, Supply Chain, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS, Payment Processing Fee, Marketplace Commission

AI Layer

Application

Keywords

procure-to-payhospitality softwarevertical SaaSinvoice automationaccounts payable automationAP automationspend managementhospitality procurementinvoice processingB2B paymentsback-office automationinventory managementmanaged marketplacecorporate cardfintech for hospitality

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Folio Comparables

Compare Folio with similar companies based on industry and business-model similarity.

Folio comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Reeco
89%
BirchStreet Systems
78%
Ottimate
77%

Folio Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series AJul 17, 2025

Key People

Founding team and executive leadership

Kate Adamson

CEO, Co-Founder

Founding Team

Folio Investors

Notable investors and investment history

Folio investors
InvestorRounds
SciFi VenturesSeries A
Thrive CapitalSeries A
Construct CapitalSeries A
Redseed VCSeries A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Dec 31, 2026

    Launching updated AAHOA Marketplace on December 31, 2026.

  • Aug 21, 2026

    Monthly visitors increased 85% MoM.

Folio Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Folio Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Folio's valuation, stock price, and market status.

Firmographic Details

HeadquartersDurham, North Carolina
Employee Range22
Year Founded2023
Last FundingJul 17, 2025

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