Pricing
Priced like the institutional software it is.
A fixed platform license, plus AI infrastructure metered and passed through at cost. No surprise usage bills — every dollar is itemized.
Base
Up to 4 seats
Platform fees upon request. For a lean team that needs the record from day one.
- Doc analysis
- AI chat
- Deal summary
- Web research
- Custom templates (up to 4)
Add-ons
- Sourcing module
- Additional custom templates
Support · Email support
ProMost firms
Up to 12 seats
Platform fees upon request. For an investment team running a live pipeline.
Everything in Base, plus
- Custom templates (up to 12)
Add-ons
- Sourcing module
- Additional custom templates
Support · Dedicated client service manager
Enterprise
Unlimited seats
Custom pricing. For platforms with multiple funds and strict governance.
Everything in Pro, plus
- Sourcing module
- Custom integrations
- SLA guarantee
- SSO / SAML
Support · Dedicated client service manager
The pass-through
Two lines, and nothing hidden between them. You pay a fixed license for the platform, and the AI it runs on is metered and billed at cost — never marked up.
Platform license
the software, the engines, the workflow
AI infrastructure
metered per call · passed through at cost · itemized
Let's scope your firm.
Tell us your strategies and pipeline and we'll put real numbers against it.