Pricing

Small

Free

Get started with limited access to our suite functions

Includes:

  • Setup and manage your individual and company profile
  • Create and manage 1 cap table*
  • Create and manage your data room with 10gb of storage
  • Access to Data Rooms
  • Manage customer profiles
  • Use platform messaging
  • Receive and e-sign documents

Medium

$149/Month

Gain access to all the core suite features that you need to streamline your processes

Includes all features of small and:

  • Invite up to 5 team members to collaborate
  • Create unlimited numbers of cap tables*
  • Access 100gb of storage in your data room
  • Set up onboarding workflows for customers
  • Manage your CRM, Client Profile and History
  • Request ID Verification (on-demand feature)

Large/Enterprise

Custom Pricing

Fully customizable suite with custom pricing based on your business' needs

Includes all features of medium and:

  • Invite unlimited team members to collaborate
  • Configure your own documents for e-signing
  • Access an unlimited amount of storage in your data room
  • Dedicated onboarding and support

*Cap tables can be used as product sales and purchase records