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All Products

All-in-one fund management platform.

Seed

A complete fund management platform that unites deal, portfolio and investor workflows.

Starts at
$1,400/mo
-16.67%
Includes 3 dealflow seatsAdditional seats start at $25
Includes 1 fundAdditional funds start at $1,400
Includes 0 SPVsAdditional SPVs start at $100

Includes:

  • AUM upto $50mn per fund
  • Capital calls & distributions
  • Investor equalizations and closes
  • Transfer commitments
  • NAV allocations on commitment
  • Cashflow and IRRs
  • Fund policies
  • Fund accounting
  • Custom reporting
  • KPI monitoring
  • Captable management
  • Round projections
  • Multi-currency support
  • Upto 100 MB / file
  • Personalized URL
  • Publish metrics
  • Custom branding
  • Multiple users per investor
  • Data enrichment
  • Pitch page
  • Email integrations
  • Pipeline analytics

*Cost shown does not include the required, one-time Seed Onboarding for a fee of $4,000.

Growth

AI powered fund management software for advanced permissions & forecasting

Starts at
$2,250/mo
-16.67%
Includes 3 dealflow seatsAdditional seats start at $50
Includes 1 fundAdditional funds start at $2,250
Includes 0 SPVsAdditional SPVs start at $150

Seed plus:

  • AUM upto $250mn per fund
  • Carried interest calculations
  • Excused investors
  • Custom allocations
  • Reporting across funds
  • Advanced reporting
  • Cashflows across funds
  • Granular KPI monitoring
  • Exit waterfall
  • Jcurve projections
  • Watermarks
  • DocuSign for GPs
  • Granular permissions
  • Dashboard across funds
  • Preview as an investor
  • AI enabled workflows
  • Forecast upcoming rounds
  • Import captables
  • Email and task automation
  • Prepare IC case
  • Private deals

*Cost shown does not include the required, one-time Growth Onboarding for a fee of $6,000.

Enterprise

A flexible fund management software for advanced permissions & security

Starts at
Custom

Growth plus:

  • Custom SAML Single Sign-On
  • Premier support
  • US, EU & APAC data residency
  • Live onboarding training
  • Customer success manager
Features
Seed
$1,400/mo
Growth
$2,250/mo
Enterprise
Custom
AUM
Upto $50mn per fundUpto $250mn per fundUnlimited
Investor management
100 investors per fund250 investors per fundUnlimited
Custom fields
Upto 20 custom fieldsUnlimitedUnlimited
Contact management
Bank details
Custom logo
Custom colors