Simple, straightforward pricing

Choose the payment plan that's right for your business.

Growth

$1,111/month

Save 10% by switching to annual


Cap Table Management
Self-Guided Data Import
Tools for Document Upload
Quarterly Customer Success Calls
BOOK A DEMO

Success

$2,315/month

Save 10% by switching to annual


Advanced Cap Table Management
Data Import Service (Current/Historic)
Bulk Document Upload Concierge
Monthly Customer Success Calls
BOOK A DEMO

Custom

Contact us

Save 10% by switching to annual


Custom Cap Table Management
Advanced Data Synchronization
On-Demand Customer Success Calls
Customized Configuration & Reporting
CONTACT US

Growth

$12k/year


Cap Table Management
Self-Guided Data Import
Tools for Document Upload
Quarterly Customer Success Calls
BOOK A DEMO

Success

$25k/year


Advanced Cap Table Management
Data Import Service (Current/Historic)
Bulk Document Upload Concierge
Monthly Customer Success Calls
BOOK A DEMO

Custom

Contact us


Custom Cap Table Management
Advanced Data Synchronization
On-Demand Customer Success Calls
Customized Configuration & Reporting
CONTACT US

Simple, straightforward pricing

Choose the plan that's right for your business.

For Firms
For Funds

$8k/year

Growth

Recommended for up to 50 shareholders, and revenue <$25M

50 shareholders
Hands on migration support
White glove support
BOOK A DEMO

$12k/year

Success

Recommended for more than 50 shareholders, OR revenue >$25M

200 shareholders
Custom onboarding support
Corporate concierge
BOOK A DEMO

$25k+/year

Enterprise

Custom pricing for more than 200 shareholders and revenue >$100M

Unlimited shareholders
Custom success plans
Dedicated account team
CONTACT US