Packages

Choose the Right Rollout

We scope packages around the workflows you want to improve first, from investor communications to full operational rollout.

For teams that need a clean investor workflow for communications and reporting basics.

$299/mo

For funds that need advanced workflows, data rooms, and operational integrations.

$699/mo

For firms needing custom rollout, advanced governance, and full third-party ecosystem coverage.

Custom

Benefits

What the Platform Improves

Keep investor updates, requests, and document delivery in one workflow instead of chasing them across email and spreadsheets.

Prepare recurring investor reporting with a repeatable process your team can run without last-minute scrambling.

Support secure access, branded experiences, and rollout planning that fits your fund structure and investor expectations.

ROI

A more repeatable investor workflow means fewer manual handoffs and a clearer experience for both your team and your LPs.

+93%Less tool switching

0min

From 2hrsFaster handoffs

+20hrsProcesses streamlined

3x speedReporting velocity

Compare Plans

Capability	Basic	PremiumPopular	Enterprise
Investor portal	Included	Included	Included
Document sharing	Included	Included	Included
Investor CRM	Included	Included	Included
Reporting workflows	Included	Included	Included
Dashboard visibility	Included	Included	Included
Branded experience	Not Included	Not Included	Included
Data rooms	Not Included	Included	Included
Fundraising workflows	Not Included	Included	Included
Bank integration	Not Included	Included	Included
Dedicated support	Not Included	Not Included	Included
Full 3rd-party integration	Not Included	Not Included	Included
Development Sandbox	Not Included	Not Included	Included

FAQ

If your team needs a broader rollout, we can tailor the package around your investor workflow, internal process, and implementation timeline.