Pricing plans

Transparent fixed price for your fund, SPV, and portfolio company's needs.

Fund Admin & Accounting
$1500
/mo

Comprehensive fund services

What’s included
Automated reports & charts
AI/ML-Powered Onboarding, Journaling, Support
Add On: Fund Valuation, ASC 820, Audit & Tax Reports
‍
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Fund Modeling
Free

Unlimited scenarios

What’s included
Investor dashboard
Metrics & Proforma
Add On: SPV, Fund Admin, Investor network
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Cap Table
$60
/mo

Portfolio cap tables

What’s included
Cap table + Advanced Modeling
Unlimited shareholders
Add On: 409A, Rule 701, Form 3921, ASC 718
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Basic
$15
/mo

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What’s included
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Intermediate
$24
/mo

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What’s included
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Advanced
$36
/mo

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What’s included
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Change the way you manage funds

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