Flexible, risk-free pricing
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Essential
Starting at$750/month
Up to 3 Seats
Up to 10/Month
Reference Check
Standard
Auto-Populated
Standard
Essential
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
Up to 25/Month
Reference Check + Facial Scan
Standard
Auto-Populated
Standard
Standard
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
Up to 50/Month
Reference Check + Facial Scan
Customizable
Auto-Populated + Auto-Generated*
Customizable
Customizable
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