Pricing
Simple pricing. No surprises.
Start with a 14-day free trial. Cancel anytime. Two plans built for how buyers actually work — solo operators and team-driven firms.
Starter
For solo buyers evaluating one deal at a time.
or $399/mo billed annually
- 1 active deal
- 1 team seat
- All AI analysis features
- Unlimited documents per deal
- Email support (48h)
Professional
For search funds, PE firms, and teams running multiple deals.
or $1,199/mo billed annually
- 5 active deals
- 5 team seats
- Everything in Starter, plus:
- SSO / SAML
- CRM & Slack integrations
- Priority support (12h)
- Dedicated onboarding
Compare every feature
Side-by-side so you pick the right plan the first time.
| Feature | Starter | Professional |
|---|---|---|
| Deal capacity | ||
| Active deals | 1 | 5 |
| Team seats | 1 | 5 |
| Document uploads per deal | Unlimited | Unlimited |
| Deal archive retention | 1 year | 5 years |
| AI analysis | ||
| Document classification & extraction | ||
| Red-flag detection with citations | ||
| AI-generated Q&A | ||
| Financial quality checks | ||
| Industry-specific templates (17) | ||
| Custom red-flag rules | ||
| Workflow | ||
| Phase-gated DD checklist | ||
| Data Room List (DRL) | ||
| Investment memo export | ||
| Custom report templates | ||
| Bulk deal comparison | ||
| Collaboration | ||
| Seller-side data room | ||
| Automated seller emails | ||
| Role-based team permissions | ||
| CRM & Slack integrations | ||
| Security & support | ||
| TLS 1.3 + AES-256 encryption | ||
| Tenant isolation | ||
| SSO / SAML | ||
| Priority support | 48h email | 12h email + chat |
| Dedicated onboarding | ||
Pricing FAQ
Answers to the things people ask before signing up.
What happens when my 14-day trial ends?
If you added a card, you'll be billed for your selected plan and keep full access. If you want to cancel, do it from Settings before day 14 and you'll owe nothing.
Why does the trial require a credit card?
It cuts down on bot signups and keeps the platform fast for serious buyers. You're not charged until day 15, and you can cancel anytime before then.
What if I need more than 5 deals at once?
Professional covers most PE and search-fund buyers. For portfolios above 5 concurrent deals, contact us for Enterprise pricing — typically a flat annual fee with unlimited deals and custom SLAs.
Can I upgrade or downgrade mid-month?
Yes. Upgrades are prorated and take effect immediately. Downgrades take effect at the next billing cycle to avoid disruption to active deals.
Do you offer annual discounts?
Yes — annual billing saves 20% vs. monthly on both plans. The discount is applied automatically at checkout when you choose annual.
What happens to my deals if I cancel?
You keep read-only access and export rights for 30 days after cancellation. Export all deals as PDF memos, reports, and raw documents before the retention window closes.