Start free. Scale as needed.
Feature rich at every tier — pay only as your needs grow.
Free to use. Dump the spreadsheet!
Start free- ✓ 3 users (internal & investor)
- ✓ Full cap table + scenario modeling
- ✓ 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
Easy, intuitive pricing — collaboration shouldn't cost extra. Tiered pricing lets you bring your whole team and your investors on every tier.
Always included. Free forever.
Full cap table
Every security class on one reconciled ledger, with version history and audit trail. Never gated.
Financial reporting & reminders
Reporting periods that open on schedule and tell you what's due, on every plan.
Diligence checklist
The readiness checklist comes standard, so any tier can get organized on day one.
Your own storage
Files stay in your Google Drive or OneDrive on any plan.
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 | Free 90 days | 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 |
Data rooms and board management are unlimited free for 30 days the first time you use them — so you can be ready before they ask.
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, the full cap table, scenario modeling, and 150 AI credits a month — enough to leave the spreadsheet behind from day one.
How much does it cost?
Founders is $0 forever. Standard is $99/mo for up to 10 users. Growth ($250, 25 users) and Scale ($500, 100 users) are coming soon. Annual billing is two months free.
Do you charge per seat?
No. Each tier includes a set of internal and investor users, so collaboration never costs extra. Pricing scales with your needs, not your headcount.
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.
Start free. Scale as needed.
Dump the spreadsheet today on the Founders plan — and upgrade only when your needs grow.