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Choose a flexible plan that's right for your business

Our pricing adapts to your needs, from first deals to large equity raises.

Investor portal

Simplified investor access.

CRM

Easy relationship management.

Underwriting

Quick, efficient analysis.

Fund admin

Efficient fund management.

Property management

Hassle-free rent collection.

Emerging

Starts from

$499/mo

billed yearly

For GPs looking to streamline operations and scale faster. Includes $10MM in funds under management and scales with you.

Includes:

World class equity raising experience

Complete Core CRM - Learn more

Secure document sharing with automated K-1 distribution

Generate and share investor-ready reports

Advanced waterfall modeling

Integrated payments

Automated compliance & accreditation verification

Invite sponsor team for free

Optional white glove migration service (add-on)

Funds+

Starts from

$999/mo

billed yearly

For GPs who want a flexible fund managed in one place, reducing the operational load on their team.

Everything in Emerging, plus:

Professional bookkeeping service

Income and expense allocation services

Distribution waterfall calculations handled

Financial statement preparation

On-demand fund performance metrics

Regulatory filings coordinated with your legal counsel

Capital call management

Integration with your bank for reconciliations

Quickbooks integration

Vendor payment processing

K-1 prep and tax return (add-on)

Enterprise

For GPs with over $50MM in funds under management, offering tailored solutions and dedicated support.

Everything in Funds+, plus:

AI-native back office and workflow design

Priority onboarding with migration SLAs

Dedicated Customer Success Manager

Concierge support with priority response

Website build-out, CRM setup & automation advisory

Collaborative long-term platform planning

Multi-fund and multi-entity support

Fund accounting and reconciliation tools

Waterfall modeling and distribution advisory

Integrated CPAs, bookkeeping, & K-1 prep (add-on)

Not ready to commit? Try the platform free — no credit card required.

Set up your deal and explore the portal. Upgrade when you’re ready to raise capital or bring in investors.

Start now

Emerging

For GPs with an existing portfolio

Schedule a demo

Enterprise

For GPs managing over $50M

Schedule a demo

Investment management

Number of deals

Unlimited deals

Cap table & equity management

SPVs, funds, & other alternative investment structures

Open-end funds and REITs

Loan/debt management

Fund admin services

Add-on

Equity raising

Customizable offering pages

Streamlined subscription workflow

Integrated e-signatures

Integrated accreditation verification

Automated KYC / AML compliance

Fund investments directly through the portal

Built-in SEC questionnaire

Soft commitments

Investor portal

Custom-branded investor portal

Invite sponsor team for free

LPs can access your portal

Secure document sharing

Automated K-1 distribution

Publish investor updates

Full white label branding and URL

Co-sponsors

Co-sponsors can have their own offerings

Co-sponsors can have their own custom branded portal

Co-sponsors can manage their own investors in your deal

Co-sponsors can review your deal updates before they're sent to their investors

CRM

Contact management

Lead management

Task and reminders

Integrations

Investor emails

Professional email templates

Email tracking / analytics

Email inbox integration

Add-on

Marketing

Landing pages

Contact segmentation

Digital business cards

Portfolio track record

Mass marketing emails

Add-on

Automations

Add-on

Sales pipelines

Add-on

Integrated texting

Add-on

Distributions

Powerful distribution engine with visualization

Advanced waterfall modeling

Integrated distribution payments

View transaction history by investment

Reporting

Self-serve dashboard for investors to track their investments

Generate and share investor-ready reports

Share investor updates on the portal and through email

Track KPIs and create charts and tables for investors

Share updated investment valuations

Security

SOC II compliant

Detailed audit logs

Powerful user access permissions

End-to-end data encryption

Two-factor authentication

Customer success

Dedicated WhatsApp support group

Video call support

Email support

Detailed support article bank

White glove migration service

One time fee applies

Priority migration

FAQs

1. How do your plans work?

2. What are funds under management?

3. What types of legal structures / SEC types do you support?

4. How does the free trial work?

5. How does the onboarding process look like?

6. How do you make sure that my data is safe with you?

7. Can I have multiple users under my subscription plan?

8. Do I need to pay for the CRM to raise for my deal?

9. How do incoming and outgoing funds work?

10. How long is the subscription period?

$279MM AUM

$350MM AUM

$230MM AUM

$400MM AUM

$250MM AUM

$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$700MM AUM

$279MM AUM

$350MM AUM

$230MM AUM

$400MM AUM

$250MM AUM

$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$700MM AUM

“The platform helps us connect with investors and raise capital efficiently. The support is excellent and the team knows our business inside out. The onboarding was super friendly and smooth!”

Neal Bawa

Founder/CEO, Grocapitus

“The platform helps us connect with investors and raise capital efficiently. The support is excellent and the team knows our business inside out. The onboarding was super friendly and smooth!”