Pricing

Simple pricing.
No surprises.

One flat price. All features included. No ops team or enterprise contract required.

Boutique
$99 /mo

Up to 15 portfolio companies

For solo GPs and small funds getting started.

  • AI KPI extraction
  • All document formats
  • Portfolio report generation
  • Portfolio dashboard
  • Notion sync
  • Quarterly trend tracking
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Institutional
$349 /mo

Unlimited portfolio companies

For large family offices and networks with complex portfolios.

  • AI KPI extraction
  • All document formats
  • Portfolio report generation
  • Portfolio dashboard
  • Notion sync
  • Quarterly trend tracking
  • Dedicated onboarding
Get Early Access
What's included

All plans include

Every feature, every plan. No feature gating. No surprise add-ons.

AI KPI Extraction
Portfolio Report Generation
Multi-format documents (PDF / Word / Excel / email)
Portfolio Dashboard
Notion Sync (Beta)
Quarter-over-quarter analytics
30+ KPIs extracted
Email support
FAQ

Questions? We've got answers.

Is there a free trial?

Yes — get started free and upgrade when you're ready. No credit card required.

Can I change plans later?

Yes. Upgrade or downgrade anytime. Your data stays with you.

What happens if I go over my company limit?

We'll let you know and give you the option to upgrade. We won't cut off your access.

Your next portfolio report
shouldn't take a weekend.

Early access pricing starts at $99/mo. No ops team required. Scales with your fund.

Start your free trial today Get Early Access