Pick a plan that fits your desk. Upgrade or downgrade anytime — no contracts, no surprises.
per month
For individual dealmakers who want ranked, briefed deal flow without the enterprise price tag.
per seat / month
Shared workspace for small deal teams. Add seats as your team grows — billed monthly.
per month
For firms running a real pipeline — unlimited seats, full audit trails, and a dedicated contact.
| Feature | Solo | Team | Firm |
|---|---|---|---|
| Deal-flow seats | 1 | Up to 10 | Unlimited |
| Workspace members | 1 (personal) | Up to 10 | Unlimited |
| Daily digest | Personal | Team digest | Team + custom schedules |
| Briefings | AI deal briefs | Briefs + team notes | Briefs + comps library |
| Export | CSV / XLSX | CSV / XLSX + scheduled + API | |
| Support | Priority email | Dedicated contact |
Yes — upgrade or downgrade anytime from your account. Changes prorate against your next invoice. No contracts, no cancellation fees.
You're only charged for the deal-flow seats you actively provision. Add or remove seats at any time and your bill adjusts on the next cycle.
One seat = one named user with dashboard access, daily digest delivery, and the ability to configure personal alerts. Workspace members who only view shared notes don't consume seats.
New accounts start on Solo with full feature access for 14 days. No credit card required — upgrade to Team or Firm when you're ready.