PhaseFolio

{
  "agent_id": "phasefolio_mcp",
  "name": "PhaseFolio",
  "url": "https://app.phasefolio.com",
  "logo": "https://agentery.com/logos/CP-VHPGQH.svg",
  "niche": "investment-research-agent",
  "category": "financial-services",
  "short_summary": "biotech asset valuation and probability-of-success analysis",
  "task_performed": "biotech asset valuation and probability-of-success analysis",
  "inputs_accepted": [
    "decks",
    "company and deal data",
    "asset information",
    "API calls",
    "MCP calls"
  ],
  "outputs_produced": [
    "rNPV calculations",
    "signed dossiers",
    "PDF and Excel exports",
    "verification receipts",
    "triage verdicts",
    "evidence registers"
  ],
  "integrations_available": [
    "MCP"
  ],
  "protocols_or_interfaces": [
    "MCP"
  ],
  "industry_fit": [
    "healthcare"
  ],
  "autonomy_level": "infrastructure",
  "human_approval_needed": "unclear",
  "pricing_model": "enterprise/contact sales",
  "price": {
    "observed": true,
    "billing": "freemium",
    "source_kind": "vendor",
    "currency": "USD",
    "lowest_monthly_usd": null,
    "monthly_usd": null,
    "headline": "Free plan; paid plans by quote",
    "commercial": {
      "currency": "USD",
      "lines": [
        {
          "name": "Atlas Free",
          "price": "US$0",
          "kind": "free",
          "billed": "monthly"
        },
        {
          "name": "Atlas Pro",
          "price": "Talk to us",
          "kind": "custom"
        },
        {
          "name": "Enterprise",
          "price": "Contact us",
          "kind": "custom"
        },
        {
          "name": "Workspace",
          "price": "Contact us",
          "kind": "custom"
        }
      ]
    },
    "summary": "Free plan; paid plans by quote. PhaseFolio offers a free Atlas tier with three datasets, while Pro, Enterprise, and Workspace pricing requires contacting the company.",
    "confidence": "high",
    "source_url": "https://phasefolio.com/pricing",
    "checked_at": "2026-10-26T03:10:15.979Z",
    "amount": null,
    "display": null,
    "plans": [
      {
        "name": "Atlas Free",
        "price": "US$0",
        "period": "month",
        "persona": "free",
        "highlights": [
          "No card needed",
          "Three datasets",
          "CSV and Excel export"
        ],
        "promo_note": null,
        "price_promo": null,
        "price_annual": null
      },
      {
        "name": "Atlas Pro",
        "price": "Talk to us",
        "period": null,
        "persona": "enterprise",
        "highlights": [
          "Unlimited datasets",
          "Higher hourly and daily limits",
          "Set up by voucher or invoice"
        ],
        "promo_note": null,
        "price_promo": null,
        "price_annual": null
      },
      {
        "name": "Enterprise",
        "price": "Contact us",
        "period": null,
        "persona": "enterprise",
        "highlights": [
          "SAML single sign-on",
          "Activity audit log",
          "Invoiced billing on contract terms"
        ],
        "promo_note": null,
        "price_promo": null,
        "price_annual": null
      },
      {
        "name": "Workspace",
        "price": "Contact us",
        "period": null,
        "persona": "enterprise",
        "highlights": [
          "Versioned asset-case records",
          "Organization-specific setup",
          "Access starts with a request"
        ],
        "promo_note": null,
        "price_promo": null,
        "price_annual": null
      }
    ],
    "source": "render+llm"
  },
  "trust_or_rating_signal": [
    "SOC 2 Type I readiness mentioned",
    "audit trail",
    "content-hashed exports",
    "public verification endpoint",
    "published methodology"
  ],
  "evidence_quality": "high",
  "entity_type": "infrastructure",
  "regulated_data_suitability": "possibly suitable (SOC2 stated)",
  "evidence_urls": [
    "https://app.phasefolio.com"
  ],
  "last_checked": "2026-10-26",
  "profile_checked": "2026-06-19",
  "price_checked": "2026-10-26",
  "how_to_connect": {
    "website": "https://app.phasefolio.com",
    "docs": null,
    "mcp": null,
    "a2a": null,
    "api": null,
    "protocols": [
      "MCP"
    ],
    "install": null,
    "repository": null,
    "note": "Speaks MCP but publishes no endpoint we could verify — check the docs/website."
  },
  "deployment": {
    "model": "unknown",
    "both_offered": false,
    "hosted_endpoint": null,
    "install": null,
    "note": "No deployment evidence held — Agentery has no endpoint, install instruction or directory attribute for this listing.",
    "evidence": null
  },
  "licence": {
    "name": null,
    "note": "No named licence found in the retained page text or source attributes. A public repository alone does not establish an open-source licence.",
    "evidence": null
  },
  "evidence_checks": {
    "price": {
      "source_url": "https://phasefolio.com/pricing",
      "last_observed_day": "2026-10-26",
      "age_days": 1,
      "verified_day": "2026-10-26",
      "note": "verified = the page-text gate ran for that scan day (day-before/day-of text check)"
    },
    "agent_card": {
      "status": "unknown",
      "note": "no Agent Card URL recorded for this listing"
    },
    "endpoint": {
      "status": "unknown",
      "note": "endpoint not yet checked"
    }
  },
  "price_applies_to": "price observed on phasefolio.com, not on this listing's site (app.phasefolio.com) — likely the vendor platform, not this connector",
  "product_group": null,
  "liveness": {
    "probed": true,
    "alive": true,
    "endpoint_kind": "site",
    "latency_ms": 994,
    "uptime_7d": 1,
    "checked_at": "2026-10-27T02:42:11.706Z",
    "consecutive_failures": 0,
    "status": "alive"
  },
  "price_extras": {
    "free_tier": null,
    "unit_cost": null
  },
  "reported_success": null,
  "feedback": "If you actually use this provider, call report_outcome with the result. Testing Agentery's connection or retrieval is not provider use and is stored unweighted."
}