Starter
$
650
/fund/mo
billed annually
14-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
Growth
$
800
/fund/mo
billed annually
14-day trial
- Everything in 'Starter'
- Unlimited AUM
- Record transactions across funds
- Create custom investor dashboards
- Create custom portfolio dashboards
- Custom reporting
- Report builder add-in for Excel
- Portfolio fundraising round modelling
- Portfolio exit waterfall modelling
- Investor carried interest modelling
- Activity log
Pro
$
1,200
/fund/mo
billed annually
14-day trial
- Everything in 'Growth'
- 4-eyes check
- Single tenant database
- Granular access rights
- Provide access to 3rd party administrator
- 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.