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
Most Popular
Growth
$199
/mo
Up to 30 portfolio companies
For growing funds that need more capacity and priority support.
- AI KPI extraction
- All document formats
- Portfolio report generation
- Portfolio dashboard
- Notion sync
- Quarterly trend tracking
- Priority support
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
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.
Start your free trial today
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