Simple pricing. Real outcomes.
14-day free trial on every paid plan. No credit card required. Invited guests always free.
Solo
Independent deal pros
$199 /mo
Start trial →3 deals · 5 GB · 2 firm seats
Pipeline · Data room · Workflows
Most popular
Pro
Small PE + family offices
$999 /mo
Start trial →25 deals · 50 GB · 10 firm seats
Solo + AI Q&A · QBO/Xero · IC memos
Team
Mid-market firms
$2,999 /mo
Start trial →Unlimited deals + seats · 500 GB
Pro + Broker portal · LP reports · SSO · API
Enterprise
Institutional shops
Custom
Talk to sales →Custom limits + support
Team + SOC 2 · Dedicated env · Custom MSA
Full feature comparison
| Feature | Solo | Pro | Team | Enterprise |
|---|---|---|---|---|
| Pipeline + data room | ✓ | ✓ | ✓ | ✓ |
| Folders + workflows | ✓ | ✓ | ✓ | ✓ |
| Document preview + bulk ZIP | ✓ | ✓ | ✓ | ✓ |
| AI Q&A over data room | — | ✓ | ✓ | ✓ |
| QBO / Xero diligence | — | ✓ | ✓ | ✓ |
| IC memos + cap table | — | ✓ | ✓ | ✓ |
| Portfolio monitoring | — | ✓ | ✓ | ✓ |
| Broker portal | — | — | ✓ | ✓ |
| LP reports + NetSuite | — | — | ✓ | ✓ |
| SSO + Public API | — | — | ✓ | ✓ |
| Audit log export | — | — | ✓ | ✓ |
| SOC 2 Type II report | — | — | — | ✓ |
| Dedicated environment | — | — | — | ✓ |
| Deals included | 3 | 25 | Unlimited | Unlimited |
| Firm seats | 2 | 10 | Unlimited | Unlimited |
| Storage | 5 GB | 50 GB | 500 GB | Custom |
Brokers — separate pricing
$499/mo base + $500 per closed deal. Includes the full broker portal — CIM generation, IOI/LOI tracking, auction rounds.
Pricing FAQ
What counts as a "deal"?
A workspace tracking one acquisition — buy-side or sell-side. Passed deals don't count toward your limit; only active and closed.
Do invited guests count toward my firm seats?
No. Buyers, sellers, lenders, QoE firms, and outside counsel you invite are always free — at whatever permission level you grant them: viewer, editor, or manager. Only your firm's own team members count toward the seat cap.
Can I switch plans?
Upgrade or downgrade anytime. Prorated automatically. Card-on-file required only when you choose to keep going after the trial.
What if my AI Q&A usage is heavy?
Each tier includes a generous AI credit allowance. If you exceed it we bill overage at cost +30% — or you upgrade. Most Pro firms never hit the cap.
What about data export?
Export every document, deal, message, and audit log anytime in standard formats (CSV, ZIP). Cancellation triggers a 30-day grace period before deletion.
Ready to start?
14 days · no credit card · cancel anytime