Pricing
Simple, Transparent Pricing
Simple plans that scale with your team. No surprises, no hidden fees, and no long-term contracts.
Solo
$99/month
For individual brokers, analysts, and operators managing their own deal pipeline.
Get started- 1 seat
- Unlimited active projects
- Full pipeline management
- 25 GB file storage
- 5,000 AI credits/mo
- Task management & deadlines
- Contact management
- Priority support
Most Popular
Team
$249/mo + $39/seat
For growing deal teams that need collaboration, automation, and full platform access.
Get started- 5 seats included, add more anytime
- Unlimited active projects
- Full pipeline management
- 100 GB file storage
- 25,000 AI credits/mo
- Team collaboration
- Complete audit trail
- Calendar view
- Team workload dashboards
- Priority support
Enterprise
Custom
For institutional organizations with advanced security, compliance, and scale requirements.
Request a demo- Everything in Team
- Unlimited seats
- 1 TB+ storage
- Role-based permissions
- Custom SLA
- Dedicated support
- SSO / SAML (coming soon)
- Dedicated account manager
- Custom integrations
14-day money-back guarantee · Cancel anytime · All plans include full pipeline features
Compare Plans
| Feature | Solo | TeamPopular | Enterprise |
|---|---|---|---|
| Pipeline | |||
| Active projects | Unlimited | Unlimited | Unlimited |
| Pipeline boards (Kanban) | |||
| List view | |||
| Custom stages | |||
| Risk flags & stuck deals | |||
| Executive dashboards | |||
| Documents | |||
| File storage | 25 GB | 100 GB | 1 TB+ |
| Deal-specific file rooms | |||
| Tagging & organization | |||
| Pinned documents | |||
| Bulk upload & download | |||
| Zip export | |||
| AI Associate | |||
| Deal summarization | |||
| IC memo drafting | |||
| Action item extraction | |||
| Execution plan generation | |||
| Document intelligence | |||
| Pipeline-wide queries | |||
| Tasks & Collaboration | |||
| Task assignment | |||
| Deadline tracking | |||
| Overdue detection | |||
| Calendar view | |||
| Team workload visibility | — | ||
| Notes & activity feed | |||
| Security & Governance | |||
| Audit trail | Full | Full | Full |
| Workspace permissions | |||
| Role-based access | — | — | |
| SSO / SAML | — | — | Coming soon |
| Priority support | |||
| Custom onboarding | — | — | |
Billing FAQ
The Team plan includes 5 seats at the base price of $249/mo. Each additional team member costs $39/mo per seat. Seats are added automatically when you invite members and removed when you remove them.