Select a base plan

Starter


$ 650 /fund/mo

billed annually

7-day trial

  • Upto $10mn AUM
  • Unlimited investors
  • Unlimited assets
  • Unlimited users
  • Investor management
  • Track capital balances
  • Investor reporting
  • Email investor reports
  • Track portfolio investments
  • Expense tracking
  • Track cross border investments
  • Portfolio Analytics - IRRs by sector, region, custom fields
  • Model SAFEs and convertible notes

Pro


$ 1,200 /fund/mo

billed annually

7-day trial

  • Everything in 'Growth'
  • 4-eyes check
  • Single tenant database
  • Granular access rights
  • Provide access to 3rd party administrator

Pick the add-ons you need

  • Request custom KPIs, updates and files
  • Collect granular metrics by region, product, etc
  • Unlimited portfolio company users
  • Cap table management
  • Security holder management
  • Co-investor Analytics
  • Unlimited deals
  • Unlimited tasks
  • Unlimited pipelines
  • Unlimited file storage (50MB per file)
  • Unlimited custom fields
  • Pitch pages (custom webforms for companies)
  • Pipeline analytics
  • Workflow automation rules
  • Integrate with Slack
  • Add-ons for Gmail and Outlook
  • Integrate with Dropbox, Google Drive and OneDrive
  • Investor datarooms
  • Interactive dashboards
  • eSign documents via DocuSign
  • Custom branding
  • Single drawdown notice
  • Distribution notices
  • Quarterly or Annual NAV statements
  • Automatic investor allocations
  • Custom chart of acccounts
  • Accounting
  • Generate capital notices
  • Automatic investor allocations
  • Custom chart of acccounts
  • Fund accounting
  • Perform investor closes
  • Calculate management fees
  • Calculate carried interest

Pre-seed investor?

If your deal size is less than US$500k, get a 33% discount on standard pricing. Learn more.