Most holding companies grow one way. They buy more businesses. We still do that, and it’s still the core of what Onfolio is.
However, we’ve mentioned in the past that we will use AI to develop tools and standalone products for selling to clients, and over the past three months we built something that didn’t come from an acquisition at all. It came from a problem we had ourselves.
We needed better tools for two jobs: understanding how investors actually engage with what we publish, and producing professional-quality communications at a higher cadence than a small team can manage by hand. We looked at what was available. The investor relations software felt built for a different era, and the off-the-shelf AI writing tools weren’t good enough for public-company communications, where the bar on accuracy and tone is high and the cost of getting it wrong is real.
So we built our own. We used them internally for months. Then investors and IR people started asking how we were doing it. So we turned them into products.
Yesterday we announced both.
Meet SharePulse and Parlance
SharePulse is an investor relations analytics platform. The idea behind it is simple: investor relations should be data-driven and measurable, the same way consumer marketing already is. SharePulse is built on a dataset we assembled ourselves, drawn from continuous analysis of more than 5,000 public companies. It ingests press releases, SEC filings, pricing data, and engagement signals, then benchmarks how a company’s communications compare to peers and which actions actually move investor engagement. On top of that sit the practical pieces: an analytics dashboard, an investor CRM, email distribution, and attribution that connects investor touchpoints to what happens next.
Parlance is a managed communications service. It produces brand-consistent content for public companies and online businesses. The difference from a generic AI tool is the wrapper around the model: proprietary editorial workflows plus human oversight, built to meet the standard professional communications actually require. Investor updates, shareholder letters, executive messaging, marketing content, thought leadership. The kind of work that has to sound like you, not like a chatbot.
Both run on frontier AI models from Anthropic and OpenAI. Both were built by Onfolio Labs, our internal AI initiative. And both have started onboarding clients.
Why this is interesting for an Onfolio shareholder
Here is the part that matters if you own the stock or are thinking about it.
For most of our history, every new dollar of revenue at Onfolio came from buying a business. That’s a capital-intensive way to grow. You need acquisition capital, you take on integration work, and the businesses, while cash-generative, carry the margins of agencies and e-commerce.
Software is a different kind of asset. It’s asset-light. The marginal cost of one more subscriber is low. The revenue is recurring. And in this case we didn’t have to build or train our own AI models to get there, which is the expensive part. SharePulse and Parlance sit on top of frontier AI infrastructure that companies like Anthropic and OpenAI spend billions building. We rent the intelligence and wrap it in our own data, workflows, and editorial judgment.
So what’s taking shape is a second engine. The acquisition portfolio keeps doing what it does: buying cash-generative online businesses and compounding their cash flow. Alongside it now sits a small, asset-light software line with recurring revenue and high gross margins, built without acquisition capital because it came out of tools we already needed.
I want to be careful here, because I write these pieces for investors and I’d rather you trust me over the long run than get excited over one announcement
These products are early. We are onboarding the first clients, not booking a material revenue line. I’m not going to project subscriber numbers or revenue, and you shouldn’t model any. Plenty of companies launch products that never find traction, and SharePulse and Parlance have to earn their place the same way every business we own had to.
What I can tell you is the logic. We built things we needed. They worked well enough internally that the people we showed them to wanted to buy them. Turning that into a subscription product is low-risk to attempt, because the cost of building them is already behind us, and the upside, if it works, is exactly the kind of business we like: recurring, high-margin, capital-light.
How it fits the rest of Onfolio
None of this changes the main job. The core of Onfolio is still acquiring and operating profitable online businesses, and the priority for this year is still clear: show the path to profitability and keep deploying capital into acquisitions at sensible multiples.
What’s changed is that AI has become a real part of how we operate, not a press-release word. We use it across the portfolio to make acquired businesses better and to build internal tools. When we published our AI strategy report card in March, the fourth pillar, build standalone AI products, was the one we scored as only emerging, with the first product still in development. SharePulse and Parlance are that pillar delivering. Onfolio Labs is the name we’ve put on the effort, and it’s how we’ll develop more of them.
A holding company’s job is to allocate capital and attention to where the returns are. Sometimes that’s a business you buy. Occasionally it’s one you build because you needed it anyway. This was the second kind.
If you want to see them, SharePulse is at sharepulse.ai and Parlance is at useparlance.ai. The full announcement is here.
If this was useful to you, it would probably be useful to someone you know. Feel free to share it or forward it to a friend. One of the hardest things about being a small public company is simply being discovered, and word of mouth goes further than anything else.
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Disclaimer: This post is for informational purposes only and is not investment advice or a solicitation to buy or sell any security. It contains forward-looking statements regarding new products and their potential, which involve risks and uncertainties; actual results may differ materially. Onfolio’s SEC filings, including its most recent Form 10-K and Form 10-Q, are the authoritative source for information about the Company and contain important risk factors. Nasdaq: ONFO.