Venture capital, private equity and family offices
Connect opportunity intake, diligence, investment decisions, portfolio monitoring, fund operations and LP reporting.
A credible operating system for a focused investment programme.
Implementation from US$3,000
Connected fund and portfolio operations for a scaling private-capital team.
Implementation from US$5,500
A tailored operating model for multi-fund institutions and complex governance requirements.
Package comparison
See the capacity, workflow and control features included at each price point. Institutional packages are scoped around your operating model.
| Features and capacityPrivate capital | CoreUS$249/monthEssential control | RecommendedGrowthUS$549/monthExpanded capability | InstitutionalContact usTailored scope |
|---|---|---|---|
| Capacity | |||
| Funds or mandates | 1 | Up to 3 | Tailored |
| Portfolio companies | Up to 15 | Up to 50 | Tailored |
| Full users | 10 | 25 | Tailored |
| External profiles | Up to 50 | Up to 250 | Tailored |
| Platform capabilities | |||
| Opportunity and investment records | ✓ | ✓ | ✓ |
| Diligence coordination | ✓ | ✓ | ✓ |
| Decision and approval evidence | ✓ | ✓ | ✓ |
| Portfolio monitoring | ✓ | ✓ | ✓ |
| LP and external profile management | — | ✓ | ✓ |
| Advanced approval pathways | — | ✓ | ✓ |
| Controlled reporting packs | — | ✓ | ✓ |
| Institutional options | |||
| Multi-fund architecture | — | — | ✓ |
| Complex permissions and committees | — | — | ✓ |
| Integration and migration planning | — | Optional | ✓ |
| Dedicated environment | — | Optional | ✓ |
Need a specific integration, higher capacity or a dedicated environment? We will scope it with your team.
Discuss institutional pricing ↗Commercial clarity
Additional users, branches, funds, accounts or transaction volumes.
Historical migration, standard connectors and third-party services.
Dedicated cloud infrastructure or high-availability requirements.
Custom workflows, onsite training and institution-specific development.
Choose the right starting point
Bring us the operating workflow and expected capacity. We will recommend the smallest credible package.
Founding pricing shown in US dollars and limited to qualifying early customers. Prices exclude VAT, third-party usage, bespoke integrations, extensive migration and travel. Final scope is confirmed in a signed proposal.
