Start free. Scale when the book grows.
Founders is free forever. Each tier includes a set number of internal and investor users together, so the people who need to see the numbers aren't a line item.
Free forever. The full cap table from day one.
Start free- ✓ 3 users (internal & investor)
- ✓ Full cap table
- ✓ 1 scenario
- ✓ 150 AI credits/mo
- ✓ 1 data room (3 guests), 1 board (5 invitees)
- ✓ Online forum support
Everything in Founders, plus:
Choose Standard- ✓ 10 users (internal & investor)
- ✓ 1,500 AI credits/mo
- ✓ Up to 5 data rooms (25 guests), 3 boards
- ✓ Co-branding
- ✓ Online support
Everything in Standard, plus:
Coming soon- ✓ 25 users
- ✓ 5,000 AI credits/mo
- ✓ Unlimited data rooms & boards
- ✓ QuickBooks + Zapier integrations soon
- ✓ Priority support
Everything in Growth, plus:
Coming soon- ✓ 100 users
- ✓ 12,000 AI credits/mo
- ✓ NetSuite + additional integrations soon
- ✓ Dedicated customer success manager
Every tier counts internal and investor users together: 3 on Founders, 10 on Standard, 25 on Growth, 100 on Scale. There's no line item for an extra person inside your tier. Annual billing is two months free.
No per-seat fees, up to your tier's user limit. No per-page data room fees on any plan.
Priced for growing companies. Not per page.
Typical per-page data rooms charge by document volume, so the invoice can grow with the deal. Here the data room is part of your plan: your files stay in your own Google Drive or OneDrive, and nothing is charged by the page. We don't nickel-and-dime you per page. To see how per-page, per-user and flat pricing compare, read how data room pricing works.
Same price at 50 pages or 5,000
Founders includes 1 data room with 3 guests. Standard includes up to 5 rooms with 25 guests. Page count never changes the price.
Add people without a new charge
Your plan covers 3, 10, 25 or 100 users, counting your team and your investors together. Adding someone within that limit costs nothing.
Investors never get your Drive
Your documents stay in your Google Drive or OneDrive. Investors open them in the app, watermarked with their name and email, and never get a link into your Drive.
Always included. On every live plan.
Full cap table
Every share class, SAFE and option grant in one place. Version history shows every change, and you can take a snapshot before a raise or board meeting. Export an investor-ready PDF in one click.
Financial reporting & reminders
Pick monthly, quarterly or annual, even if your year doesn't end in December. Each period opens on time and reminds you which statements are due.
Diligence checklist
Start from templates you control. Attach documents to each item, and the checklist shows what's matched and what's missing.
Your own storage
Connect Google Drive or OneDrive once. Files stay in a folder you own, and the room shows them from there.
No per-page data room fees
Page count never changes the price. Your plan's data rooms are included.
No per-seat fees
Your team and investors count together, up to 3, 10, 25 or 100 users. No charge per person within that limit.
What scales as you grow.
| Founders | Standard | Growth | Scale | |
|---|---|---|---|---|
| Users (internal + investor) | 3 | 10 | 25 | 100 |
| AI credits per month | 150 | 1,500 | 5,000 | 12,000 |
| Data rooms | 1 room, 3 guests | 5 rooms, 25 guests | Unlimited | Unlimited |
| Board management | 1 board, 5 invitees | 3 boards | Unlimited | Unlimited |
| Scenario modeling | 1 scenario | Up to 5 scenarios | Full | Full |
| Co-branding | — | ✓ | ✓ | ✓ |
| Accounting integrations | — | — | QuickBooks soon | NetSuite + more soon |
| 409A prep | soon | soon | soon | soon |
| Support | Forum | Online | Priority | Dedicated CSM |
A flat plan, not a page count.
| Typical per-page data room | Diligence Ready | |
|---|---|---|
| What the data room costs | Often $0.40–$0.85 for each page | Nothing extra. It comes with your plan |
| Where your files are | You usually upload copies to their site | They stay in your Google Drive or OneDrive |
| Adding people | More people can raise the price | No extra cost up to your plan's limit of 3, 10, 25 or 100 |
| Seeing the price | Usually you have to ask for a quote | Listed on this page |
| Free plan | Rare | Yes. Founders is free |
| Cap table and checklist | Ask whether a cap table tool is included | Both included on every plan |
The per-page range comes from pricing guides published by data room vendors FirmRoom, SmartRoom and Govern 365. Our data room pricing guide breaks down each pricing model.
AI that's included and easy to top up.
Every plan includes monthly AI credits. A credit is how we price AI work in plain terms: a cap-table question costs a few, reading a signed SAFE into your cap table costs more. Your plan resets monthly; you only buy more if you want to.
The more you buy, the lower the price per credit. Packs never expire.
Pricing, in plain terms.
Is there a free plan?
Yes. Founders is free forever: 3 users (internal and investor), the full cap table, 150 AI credits a month, one data room (3 guests), one board (5 invitees), and 1 scenario.
Is there a free data room for startups?
Yes. On Diligence Ready, the data room is part of your plan, not a separate charge. The Founders plan is free forever and includes 1 data room with 3 guests, the full cap table, and 3 users. There are no per-page data room fees, and your files stay in your own Google Drive or OneDrive. Guests view documents through the app, watermarked with their identity, and never get a link into your Drive. Need more? Standard is $99/mo for up to 10 users and includes up to 5 data rooms with 25 guests. See how the diligence room works.
How much does Diligence Ready cost?
Founders is $0 forever. Standard is $99/mo for up to 10 users. Growth ($250/mo, 25 users) and Scale ($500/mo, 100 users) are coming soon. Annual billing is two months free.
Do you charge per seat?
No per-seat fees. There's no line item for an extra person inside your tier. Each tier includes a set number of internal and investor users together, 3 on Founders, 10 on Standard, 25 on Growth, 100 on Scale, so adding an investor doesn't add to the bill until you outgrow the tier.
How much does the Diligence Ready data room cost?
On Diligence Ready, the data room is part of your plan, not a separate charge. Founders is free and includes 1 data room with 3 guests. Standard includes up to 5 data rooms with 25 guests. Growth and Scale, both coming soon, include unlimited data rooms. Page count never changes the price. Current prices for each plan are listed at the top of this page.
Do you charge per page for the data room?
No. Every plan includes data rooms at a flat plan price: 1 room with 3 guests on Founders, up to 5 rooms with 25 guests on Standard. Nothing is charged by the page, and your files stay in your own Google Drive or OneDrive. Typical per-page data rooms charge by document volume.
Where do my files live?
In your own Google Drive or OneDrive, on any plan. Diligence Ready organizes and references the documents there; storage permissions stay governed by your Google or Microsoft account and your own admin settings. Guests view documents through the app, watermarked with their identity, and never get a link into your Drive. More on the features page.
How do AI credits work?
Every plan includes monthly credits for AI features like cap-table questions and reading signed documents into your cap table. Credits reset monthly. If you need more, credit packs start at $5 and get cheaper per credit the more you buy. Packs never expire.
What's the annual discount?
Two months free: pay ten months for twelve. Standard works out to $82.50/mo, billed as $990/year.
Can I change plans later?
Yes, upgrade in a few clicks through Stripe Checkout, no sales call. Manage invoices and plan changes in the billing portal.
Questions before you pick a plan? Ask us.
You don't need to talk to anyone to get started: Founders is free, and upgrading takes no sales call. If you'd rather talk first about a larger team, becoming a Trusted Advisor, or which plan fits, leave a note and a real person on our team will reply.
Or start free now →Thanks, your note is in.
A real person on our team will reply by email. You can start free anytime in the meantime.
Start free →Start free. Scale when the book grows.
Start on Founders for free: the full cap table, 3 users, and 1 scenario. Upgrade only when you outgrow the tier.