Simple, transparent pricing.
Annual plans that grow with your portfolio. Every plan includes the full engine: extraction, multi-LLM validation, provenance, and our review team.
Angel
$99/mo, billed annually
For individuals investing personal capital - up to 100 positions
- Zero-entry ingestion from your email and drives
- Always-current positions and valuations
- Full provenance on every number
- Tax-ready records and sharing
- Email support
Growth
$199/mo, billed annually
For funds with up to 50 portfolio companies
- Everything in Angel, plus:
- Multi-fund support
- Portfolio dashboards and alerts
- API and data export
- Consultative implementation
Scale
Most popular$399/mo, billed annually
For funds with 51-250 portfolio companies
- Everything in Growth, plus:
- White-glove onboarding
- Forward-deployed engineer
- MCP data access
- Priority support
Partner
Custom
For firms with more than 250 companies and institutional requirements
- Everything in Scale, plus:
- Custom dashboards and workflows
- Dedicated account manager
- Custom uptime commitment available
- Security review support
Quarterly reporting is included in every plan.
Every plan
Every plan is the full service.
You are not buying software to learn and feed. You are engaging a service: the platform, the trained agents, and our specialist review team, working together until every number in your record is settled. The tiers differ only in how much portfolio they cover - never in how much service you get.
Questions
Pricing, answered.
Q.01Can we try it before committing?
Q.02How does billing work?
Q.03Are there setup or implementation fees?
Q.04What counts as a position vs. a company?
Q.05How does Scale pricing work?
Q.06What's included in every plan?
Q.07Is our data secure?
Not sure which plan fits?
Bring your portfolio to a 30-minute demo and we'll size it together.