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Monthly
Annual Save 20%
Enterprise
Unlimited deals for growing firms
$499 /month
Billed annually ($5,988/yr) · First 3 months free
  • Unlimited deals
  • Everything in Per Deal plan
  • Multi-GP / team access
  • White-labeled investor portal
  • Custom domain
  • Lender CRM
  • Bulk K-1 upload with auto-sort
  • Dedicated onboarding
  • Phone & priority support
Best value at 11+ active deals

Frequently Asked Questions

Can I try before I buy?
Yes! Every plan comes with the first 3 months free. No credit card required to start. You'll have full access to all features in your chosen tier during the trial period.
What happens when I upgrade?
When you upgrade, you'll be charged the prorated difference for the remainder of your billing cycle. All your data and settings transfer seamlessly to your new plan.
Is my data secure?
Absolutely. We use bank-level 256-bit encryption for all data in transit and at rest. Our infrastructure is hosted on SOC 2 compliant data centers with regular security audits.
Can I export my data?
Yes, you can export all your deals, investors, and documents at any time in standard formats (JSON, CSV, PDF). We believe your data belongs to you.
Do you offer custom contracts?
Enterprise customers can work with our legal team to customize terms, add additional security requirements, or negotiate volume pricing for multi-year commitments.

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