Simple, transparent pricing
Start free, upgrade as you grow. All plans include portfolio tracking, investor management, and our core fund administration tools.
Free
Credit card required
- Portfolio tracking
- Capital calls & distributions
- LP portal
- 0 team members
Enterprise
For established funds with advanced needs
Tailored to your requirements
- Unlimited team members
- Priority support
- Custom integrations
- Dedicated account manager
Compare all features
See what's included in each plan
| Feature | Free | Enterprise |
|---|---|---|
| Portfolio Tracking | ||
| Capital Calls | ||
| LP Portal | ||
| Digital Subscriptions | ||
| Team Members | 0 | Unlimited |
| Custom Domain | ||
| Priority Support | ||
| Custom Integrations |
Frequently asked questions
Yes! You can upgrade or downgrade your plan at any time. When you upgrade, you'll be prorated for the remainder of your billing period. When you downgrade, changes take effect at your next billing cycle.
Yes, we offer a free trial so you can explore the platform before committing. No credit card required to start. You'll have full access to all features during your trial period.
Annual plans are billed once per year and include a discount compared to monthly billing. You'll be charged the full annual amount at the start of each billing year.
We accept all major credit cards (Visa, Mastercard, American Express) and ACH bank transfers through our secure payment processor, Stripe. Enterprise customers can also pay via invoice.
Yes, you can cancel your subscription at any time from your account settings. You'll continue to have access until the end of your current billing period. We also allow you to export all your data before cancelling.
Yes! We offer special pricing for first-time fund managers and emerging managers. Contact us to learn more about our emerging manager program.
Still have questions?
Our team is here to help you find the right plan for your fund.