Pricing

From first look to any scale.

A 10-person emerging manager and a 5,000-person asset management firm should both feel this platform was built for their exact scale. All plans billed annually.

Analyst

Independent sponsors, emerging managers, and small investment teams getting started with institutional tooling.

$12,000/yr platform
+ $3,600/seat/yr
1–25 seats · billed annually
Seat Calculator
1max 25
Platform License$12,000/yr
1 seat × $3,600$3,600/yr
Total$15,600/yr
Per seat all-in$15,600/yr

Need more than 25 seats? See Mid-Market →

  • All 14 dashboard modules, fully unlocked
  • Full 22-tool math + valuation engine
  • All 3 Stress Test engines: CRE · LBO · Credit
  • 4 scenario modes: Base · Stress · Bear · Macro Shock
  • AI Brain — all 9 intent classifications
  • AI Reporting Engine + IC Memo generation
  • Deal scoring (6-dimension weights)
  • Pipeline management + firm-branded PDF export
  • Unlimited active deals
  • Email support · 48hr SLA

Instant access after payment. No sales call required.

Most Popular
Mid-Market

Growing funds, family offices, and regional investment platforms scaling their deal teams.

$36,000/yr platform
+ $4,800/seat/yr
25–200 seats · billed annually
Live Estimate
Platform License$36,000/yr
25 seats × $4,800$120,000/yr
Estimated Total$156,000/yr
Per seat all-in$6,240/yr

Need more than 200 seats? See Institutional →

  • Everything in Analyst — full platform access
  • PM-scoped AI settings per Portfolio Manager
  • Team management + contact directory
  • Multi-user org structure (25–200 seats)
  • Priority support · 8hr SLA

Review your custom quote. Pay online, access immediately.

Sales-Led
Institutional

Established multi-strategy funds and large investment platforms with 200–1,000 seat teams.

$120,000+/year

Platform license + volume seat pricing. Scoped to your org structure and fund count.

200–1,000 seats · annual contract
Illustrative ranges
200 seats~$1M+/yr est.
500 seats~$2.5M+/yr est.
1,000 seatsCustom quote
  • Everything in Mid-Market — full platform access
  • Volume seat pricing (200–1,000 seats)
  • Multi-portfolio org structure
  • Sub-accounts per fund or strategy
  • Custom AI governance per portfolio
  • Custom IC memo template buildout
  • Branded LP report configuration
  • Priority support · 4hr response SLA
Request Pricing

20-minute scoping call. Custom quote delivered within 24 hours.

Custom
Enterprise

Global asset managers, large multi-fund platforms, and firms with 1,000 to 10,000+ seats across multiple geographies.

Custom

1,000–10,000+ seats · Multi-fund · Full enterprise contract

Custom ContractDedicated SupportEnterprise SLA
  • Everything in Institutional — full platform access
  • 1,000–10,000+ seat deployment
  • Custom AI model configuration
  • API access + webhook integrations
  • Dedicated implementation support
  • Dedicated CSM
  • Enterprise SLA commitment
  • Full custom contract terms
Talk to Sales

No pitch decks. A direct conversation about your team's scale and requirements.

Full Comparison
FeatureAnalystMid-MarketInstitutionalEnterprise
Pricing
Platform License/yr$12K$36K$120K+Custom
Seat Range1–2525–200200–1K1K–10K+
Support SLA48hr8hr4hrCustom
Core Platform — included on every plan
All 14 Dashboard Modules
22-Tool Math Engine
All 3 Stress Test Engines
AI Brain (9 intent classes)
AI IC Memo Generation
Deal Scoring (6 dimensions)
Firm-Branded PDF Exports
Unlimited Active Deals
Pipeline Management
Team & Org Structure
PM-Scoped AI Settings
Multi-Portfolio Structure
Sub-Accounts per Fund
Custom AI Governance
Volume Seat Pricing
Enterprise
API + Webhook Access
Custom AI Model Config
Dedicated CSM
Custom Contract Terms

All tiers include full platform access. Tier differences are seat scale, support SLA, and enterprise org tooling.

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