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All Products

All-in-one fund management platform.

Seed

A complete fund management platform that unites deal, portfolio and investor workflows.

Starts at
$1,400/mo
-16.67%
Includes 3 dealflow seatsAdditional seats start at $25
Includes 1 fundAdditional funds start at $1,400
Includes 0 SPVsAdditional SPVs start at $100

Includes:

  • AUM upto $50mn per fund
  • Capital calls & distributions
  • Investor equalizations and closes
  • Transfer commitments
  • NAV allocations on commitment
  • Cashflow and IRRs
  • Fund policies
  • Fund accounting
  • Custom reporting
  • KPI monitoring
  • Captable management
  • Round projections
  • Multi-currency support
  • Upto 100 MB / file
  • Branded subdomain
  • Publish metrics
  • Custom branding
  • Multiple users per investor
  • Data enrichment
  • Pitch page
  • Email integrations
  • Pipeline analytics
  • Minimum billing for 3 seats

*Cost shown does not include the required, one-time Seed Onboarding for a fee of $4,000.

Growth

AI powered fund management software for advanced permissions & forecasting

Starts at
$2,250/mo
-16.67%
Includes 3 dealflow seatsAdditional seats start at $50
Includes 1 fundAdditional funds start at $2,250
Includes 0 SPVsAdditional SPVs start at $150

Seed plus:

  • AUM upto $250mn per fund
  • Carried interest calculations
  • Excused investors
  • Custom allocations
  • Reporting across funds
  • Advanced reporting
  • Cashflows across funds
  • Granular KPI monitoring
  • Exit waterfall
  • Jcurve projections
  • Watermarks
  • DocuSign for GPs
  • Granular permissions
  • Dashboard across funds
  • Preview as an investor
  • AI enabled workflows
  • Forecast upcoming rounds
  • Import captables
  • Email and task automation
  • Prepare IC case
  • Private deals
  • Minimum billing for 3 seats

*Cost shown does not include the required, one-time Growth Onboarding for a fee of $6,000.

Enterprise

A flexible fund management software for advanced permissions & security

Starts at
$3,400/mo onwards
-16.67%
Includes 3 dealflow seatsAdditional seats start at $75
Includes 1 fundAdditional funds start at $3,400
Includes 0 SPVsAdditional SPVs start at $225

Growth plus:

  • Custom Single Sign On / SAML
  • Custom security questionnaires
  • US, EU & APAC data residency

Exclusive Add-ons (Contact for Pricing):

  • Premier support
  • Customer success manager

*Cost shown does not include the required, one-time Enterprise Onboarding for a fee of $9,000 onwards.

Add-on Service

Fund Admin Services

All-in-one fund admin solution powered by industry experts.

Features
Seed
$1,400/mo
Growth
$2,250/mo
Enterprise
$3,400/mo onwards
AI agent - Ira
Add-onAdd-onAdd-on
AUM
Upto $50mn per fundUpto $250mn per fundUnlimited
Investor management
100 investors per fund250 investors per fundUnlimited
Custom fields
Upto 20 custom fieldsUnlimitedUnlimited
Contact management
Bank details
Share documents
Upto 100MB per fileUpto 100MB per fileUnlimited