Skip to main content
Caplight Logo









Folio

Folio

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

Last Round

Series A

Jul 17, 2025

Total Funding Raised

$14M

Momentum

Top 5%

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

Vertical SaaS, Accounting & Expense, Digital Payments, 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.

Unlock Pricing Charts

Sign up to view complete historical pricing and secondary transactions.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

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.

Recent news

Latest coverage and updates

  • launchesSep 21, 2026

    Folio launches an upgraded procurement and accounts-payable integration with M3 for hotel operators in North Carolina on Sep 17th '26, making it available to mutual customers after a pilot and connecting procurement, invoice automation, inventory management, and accounting in one workflow while payments remain coming soon.

  • launchesSep 18, 2026

    Folio launches Auto-Catalog capabilities that auto-populate hosted catalogs from invoices on Sep 18th '26.

  • launchesSep 14, 2026

    Folio is set to launch an updated AAHOA Marketplace in Fall '26 to enhance AAHOA members' purchasing and bill pay experience.

  • attends_eventSep 14, 2026

    At AAHOACON in Apr '26, Folio announces its selection as the official technology partner of the AAHOA Marketplace.

  • launchesAug 14, 2026

    Folio adds Brand Standards to Folio Buy in Aug '26, enabling property admins to convert Order Guides into Brand Standards that identify the right products for easier on-brand buying.

Folio Filings

Explore SEC and related filing metadata, where available.

Folio filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

Filing documents are not displayed on this public page. Request access to learn about available coverage.

Request access

Frequently Asked Questions

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

Is Folio a public or private company?

Folio is a private company.

What is the current stock price of Folio?

Folio is a private company, so its shares have no public market price. Caplight tracks Folio's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is Folio worth (valuation)?

Valuation information for Folio is not publicly available.

Can I buy Folio stock?

Folio shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was Folio's last funding round?

Folio's most recent funding round was Series A on July 17, 2025.

Who are the main investors in Folio?

Key investors in Folio include Thrive Capital, Construct Capital.

Will Folio IPO soon?

No public IPO plans have been announced for Folio.

How can I track Folio secondary market activity?

Caplight tracks bids, offers, and trades in Folio's shares on secondary markets.

Firmographic Details

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

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.

See something wrong or outdated?