Pricing / Family Offices & Investing Firms

Pricing for Family Offices & Investing Firms

Put every team on the same thesis, the same scoring and the same standard. Start free for three months, then choose the set‑up that fits your firm.

Free trial
Pilot it with one team on live deals.
$0for 3 months
Then choose Basic or Premium.
Start free
  • 1 team
  • Up to 5 team members
  • 10 analyses / mo
Basic
For offices and firms running several teams.
$499/ month
Built on the Pro plan
Choose Basic
  • Unlimited teams
  • Shared deal rooms
  • Unlimited analyses
Most complete
Premium
For firms connecting it to their own systems.
Custom
Priced to your firm
Talk to us
  • Everything in Basic
  • API access
  • Priority support
  • Onboarding for your teams
Every option includesInvestment ThesisPatented Analysis EngineScored deal summaries

Compare the options

Family Offices & Investing FirmsFree trialBasicPremium
Price$0 for 3 months$499 / monthCustom
Core method
Investment Thesis◆◆◆
Patented Analysis Engine (six factors)◆◆◆
Scored deal summaries◆◆◆
Limits & support
Teams1UnlimitedUnlimited
Team membersUp to 5UnlimitedUnlimited
DD analyses10 / moUnlimitedUnlimited
API access——◆
Priority support——◆
Onboarding for your teams——◆

Not sure which option fits?

Book a short walkthrough and we'll run one of your own deals through it.