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The AI assistant and the management software for your fund

Eridia helps your teams analyse, draft and prepare. Eridia Folio runs the fund, from deal flow to reporting. Both are hosted in the European Union or on your premises, and every use stays traceable.

Example: a team member asks a question, Eridia reads the files and answers with its sources.

Create the Novacâble deal flow sheet from the intro email and the deck, then complete it with public data.
Eridia
I read 3 documents:Mail_intro_Novacable.emlPDFDeck_Seed_2026.pdfBODACC

Opportunity sheet: Novacâble

€1.2M

ARR

+140% over 12 months

€3M

Amount sought

Seed, €9M pre-money

24

Employees

Stated in the deck

14 mo

Runway

Before the round

The offer

Two products, one foundation.

Eridia · AI assistant

AI that advises, analyses and drafts

For the whole team: due diligence, committee memos, market research, meeting minutes. On your documents, with the best models.

What risks come out of the Brume Logiciels due diligence?

I read 3 documents

PDFDD_report_Brume.pdfXAccounts_2025.xlsxWManagement_call.docx
  • Two customers make up 41% of revenue
  • Supplier debt up 18% over one year
  • Change-of-control clause in the lease

Eridia Folio · Fund management software

The CRM and ERP of your fund

The full life of a portfolio company, from first contact to reporting, in one tool. AI works directly on your files.

  • Front officeDeal flow, committees, team notes
  • Middle officeHoldings, instruments, cap tables, valuations
  • Back officeTransactions, deadlines, reporting, investor portal

Both share the same hosting, in the EU or on your premises, the same role-based access and the same audit log.

What holds AI back in a management company

1

A software stack that is American by design

Sourcing, CRM, due diligence, reporting: these tools are SaaS, your data stays in their cloud. Even with EU residency, the data remains under the jurisdiction of a US company, exposed to the CLOUD Act.

2

The AI Act reaches your audits from 2027

Auditors will look at two things: who controls hosting and sources, and whether you can trace what was done with AI. A file summarised in a consumer AI and pasted into an email leaves no trace. What counts is a real control effort, not perfection.

3

Software without APIs, and Excel for the rest

Legacy private equity tools have no usable API, so AI cannot be plugged in. Follow-ups live in Excel, closing documents circulate by email, and the last migration left duplicates and cap tables corrected by hand.

Eridia Folio

Complete management software, from front to back office.

What your team sees when opening Eridia Folio in the morning. Fictional data.

Hello Claire

To do: 2 committee votes, 3 follow-ups to chase.

Next committee: 22 Oct.

Portfolio companies

0

active

Amount invested

0,0 M€

excluding exits

Portfolio FMV

0,0 M€

at 30 June 2026

Overdue follow-ups

0

over 15 days

PortfolioFMV and amount invested

BRBrume Logiciels8,1 M€ · 2,53x
HSHalio Health6,4 M€ · 2,13x
NCNovacâble5,2 M€ · 2,08x
ARArdoise Robotique3,6 M€ · 1,50x
TATerrafolia1,9 M€ · 0,86x

FMV over timeapproved campaigns

31,2 M€

Front office

Source and decide

  • Deal sheets pre-filled from the email, the deck and public registries
  • Pipelines, stages and fields that fit your fund
  • Team notes, committees with voting, minutes and four-eyes approval

Middle office

Monitor and value

  • Holdings per vehicle, instruments (preferred shares, convertibles, warrants) and cap tables
  • Quarterly valuation campaigns, FMV, multiples and IRR
  • KPI collection from portfolio CEOs, follow-up sheets drafted by AI

Back office

Track and report

  • Transactions and cash flows: subscriptions, disposals, conversions
  • Deadlines, off-balance-sheet commitments, closing checklists
  • Word and Excel reports in your fund's branding, investor portal

Eridia Folio

One tool, from the first email to reporting.

Follow a fictional deal in Eridia Folio, from opportunity to portfolio company. AI does the data entry and the first draft, your team stays in control at every step.

A founder emails you. The deal sheet fills itself in.

What comes in

Camille Aubert, CEO of Novacâble

Hello, we are raising €3M in seed to scale our low-carbon cable. Deck attached.

PDFNovacable_deck_seed.pdf

AI prepared

Deal sheet · Novacâble SAS

FieldValueSource
CompanyNovacâble SAS · NantesRegistry
RoundSeed · €3MEmail
2025 revenue€1.2MDeck p. 9
ThesisLow-carbon industryDeck p. 2
CEOCamille AubertWeb

AI proposes. You decide.

EditCreate the deal

Fictional example: Novacâble and its figures are made up.

One less tool

Preparing a committee, today and with Eridia.

The same preparation, without chasing documents or copying figures from one file to another.

Today

Six tools and copy-pasting

Email

find the deck and the threads

CRM

update the deal sheet

Registries and web

check the company and its officers

Spreadsheet

rebuild the cap table by hand

Word processor

write the committee memo

Video call and notes

write the minutes afterwards

In the end, which version is the right one?

With Eridia Folio

One deal, everything inside

Novacâble SAS · Seed

  • Deal sheet

    pre-filled from the email and the deck

  • Cap table

    rebuilt from the Excel file

  • Committee memo

    first draft from your documents

  • Meetings

    transcribed and linked to the deal

  • Committee

    vote, minutes, four-eyes approval

One source, a logged history.

We handle the migration with you.

A failed migration leaves duplicates and wrong cap tables for months. We treat it as part of the project, not as an import.

1

Import and checks

Your data taken over from your current tool, with checks on duplicates, dates and amounts.

2

Clean nomenclatures

Your instruments grouped by type, keeping the names from your shareholder agreements.

3

Side by side during the trial

Compare both tools on your real deals before switching, with no commitment.

Frequently asked questions from management companies

AI proposes. You decide.

Book a demo