Flexible, risk-free pricing
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Essential

Starting at

$750/month

Up to 3 Seats
Features:
Up to 10/Month
Investor Onboards:
Reference Check
Automated ID Verification:
Investor Profile:
Standard
Suitability Assessment:
Auto-Populated
Document Generation & E-Signing:
Investor Relationship Mgmt:
Investor Hub (Incl. Dashboard):
Encrypted Document Storage:
Role-Based Access:
Standard
CCO Approvals:
Essential
MOST POPULAR

Established

Starting at

$1,750/month

Up to 10 Seats
Features:
Up to 25/Month
Investor Onboards:
Reference Check + Facial Scan
Automated ID Verification:
Investor Profile:
Standard
Suitability Assessment:
Auto-Populated
Document Generation & E-Signing:
Investor Relationship Mgmt:
Investor Hub (Incl. Dashboard):
Encrypted Document Storage:
Role-Based Access:
Standard
CCO Approvals:
Standard
Reporting & Analytics:
BEST VALUE

Enterprise

Starting at

$2,500/month

More than 10 Seats
Features:
Up to 50/Month
Investor Onboards:
Reference Check + Facial Scan
Automated ID Verification:
Investor Profile:
Customizable
Suitability Assessment:
Auto-Populated + Auto-Generated*
Document Generation & E-Signing:
Investor Relationship Mgmt:
Investor Hub (Incl. Dashboard):
Encrypted Document Storage:
Role-Based Access:
Customizable
CCO Approvals:
Customizable
Reporting & Analytics:
Document Expiry Notifications:
Automated Marketing Sequences:
Onboarding Support:
Dedicated Account Manager:
Add-Ons
Advisor CRM
Starting at $100/seat per month
  • Customized Playbooks by Team
  • Email Tracking
  • 360* Audit Log (Advisor and Dealer Reps)
CRM Marketing
Starting at $1,000/per month
  • Automated Email Sequences
  • Target Audience Cohorts
  • Lead Origination Analytics
  • Enhanced Email Analytics
Deal Rooms
Starting at $1,500/per month
  • Eligible with Enterprise only
  • Comprehensive Deal Page
    • Team
    • Financials
    • Investment Documents
    • FAQ
    • Discussion Forum
  • Dynamic Suitability Assessment
  • Investor Progress Reports
  • Post-Investment Communications
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