Simple, transparent pricing
Choose the plan that fits your fund. All plans include core platform features with a 14-day free trial.
Emerging
For new and emerging fund managers
Billed annually ($15000/year)
- Up to 2 funds
- 50 portfolio companies
- Basic deal pipeline
- LP Portal (up to 25 LPs)
- Standard reports
- Email support
- AI Copilot (100 queries/mo)
- Custom integrations
- Dedicated success manager
Need a custom solution?
For large institutions, fund administrators, or complex multi-entity structures, we offer tailored solutions with dedicated support.
Frequently asked questions
How does the free trial work?
Start with a 14-day free trial on any plan. No credit card required. You'll have full access to all features in your selected tier.
Can I switch plans later?
Yes, you can upgrade or downgrade at any time. When upgrading, you'll get immediate access to new features. Downgrades take effect at the next billing cycle.
What's included in the AI Copilot?
AI Copilot includes natural language queries across your data, document analysis, automated memo generation, and intelligent recommendations. Enterprise plans include autonomous AI agents that can execute workflows.
Do you offer discounts for emerging managers?
Yes! We offer special pricing for first-time fund managers. Contact our sales team to learn about our Emerging Manager Program.
How is data security handled?
All data is encrypted at rest and in transit. We're SOC 2 Type II certified and GDPR compliant. Enterprise customers can choose data residency locations.
What integrations are available?
We integrate with major accounting systems (QuickBooks, Xero), CRMs (Salesforce, Affinity), document storage (DocuSign, Dropbox), and banking platforms. Custom integrations are available on Enterprise plans.