Plans aligned to your stage
Begin with Core. Advance to Pro as your investor relations expand. See what's included for founders or for investors.
Save 25% with annual
FOR FOUNDERS
Run your investor relations end-to-end
Core
Cancel anytime
What's Included
- 2 GB document storage
- Up to 10 investors
- Invite & manage team (5 seats)
- Investor messaging
- Structured investor updates
- Update analytics
Pro
$22.5/mo · billed annually
Everything in Core, Plus
- 20 GB document storage
- Up to 30 investors
- Unlimited team seats
- Cap table management
FOR INVESTORS
See your full portfolio in one place
Core
Cancel anytime
What's Included
- Up to 10 portfolio companies
- Data room access
- Investor dashboard
Pro
$22.5/mo · billed annually
Everything in Core, Plus
- Up to 30 portfolio companies
- TVPI, DPI & RVPI return metrics
- IRR (annualised)
- Risk Signals — accrual-ratio early warning
- HHI concentration & risk analysis
- Communication insights
- Full update history navigation
| Plan comparison | Core $0/ month | ProRecommended $270/ year $22.5/mo · billed annually |
|---|---|---|
| For Founders | ||
Structured investor updates Templates, distribution, and open tracking | ||
Investor messaging Direct messaging with your investors | ||
Update analytics Open rate, time-on-page, last-viewed timestamp | ||
Cap table management Track equity, options, and dilution rounds | — | |
| For Investors | ||
Investor dashboard Track every investment in one place | ||
Data room access View documents shared by founders | ||
TVPI / DPI / RVPI Total, realised, and unrealised return multiples | — | |
IRR (annualised) Time-weighted annual return on capital | — | |
Risk Signals Accrual-ratio early warning on at-risk companies | — | |
HHI concentration & risk analysis Diversification grade and concentration risk | — | |
Communication insights Per-company engagement and update cadence patterns | — | |
Full update history navigation Free-form date filtering across all updates | — | |
Core / Pro
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For investment funds, family offices, and institutional clients — we will configure a plan aligned to your requirements.
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