Plans and pricing
Every plan includes full pipeline management, AI Associate, and unlimited deals. No surprises, no hidden fees, no long-term contracts.
Solo
$99/month
For individual operators managing their own deal pipeline.
Start 14-Day Free Trial- Full pipeline management
- Unlimited active projects
- Task management & deadlines
- Contact management
- 25 GB file storage
- 5,000 AI credits/mo
- 1 user included
- Priority support
Team
$179/month
For small teams and partnerships with shared deal flow.
Start 14-Day Free Trial- Up to 3 team members
- Shared deal visibility
- Full pipeline management
- Unlimited active projects
- Complete audit trail
- 50 GB file storage
- 15,000 AI credits/mo
- Priority support
Most popular
Firm
$299/mo + $49/seat
For growing organizations that need team-wide visibility and control.
Start 14-Day Free Trial- 5 members included, scale anytime
- Team collaboration & dashboards
- Full pipeline management
- Workload visibility across deals
- 150 GB file storage
- 25,000 AI credits/mo
- Complete audit trail
- Priority support
14-day free trial · Full access to every feature · Cancel anytime · No long-term contracts
Compare plans
| Feature | Solo | Team | FirmPopular |
|---|---|---|---|
| Pipeline | |||
| Active projects | Unlimited | Unlimited | Unlimited |
| Pipeline boards (Kanban) | |||
| List view | |||
| Custom stages | |||
| Risk flags & stuck deals | |||
| Executive dashboards | |||
| Documents | |||
| File storage | 25 GB | 50 GB | 150 GB |
| Deal-specific file rooms | |||
| Tagging & organization | |||
| Pinned documents | |||
| Bulk upload & download | |||
| Zip export | |||
| AI Associate | |||
| Deal summarization | |||
| IC memo drafting | |||
| Action item extraction | |||
| Execution plan generation | |||
| Document intelligence | |||
| Pipeline-wide queries | |||
| Tasks & Collaboration | |||
| Task assignment | |||
| Deadline tracking | |||
| Overdue detection | |||
| Calendar view | |||
| Team workload visibility | |||
| Notes & activity feed | |||
| Security & Governance | |||
| Audit trail | Full | Full | Full |
| Workspace permissions | |||
| Priority support | |||
Billing questions
Solo includes 1 seat, Team includes up to 3 seats, and Firm includes 5 seats at the base price. On Firm, each additional member beyond 5 costs $49/mo per seat. Seats are added automatically when you invite members and removed when you remove them.