Simple, straight-forward pricing.

Three tiers, no hidden fees.

Basic

Core automation for solo investors and boutique firms.

$199

USD

/ seat / month

Included Features:

  • Individual seat
  • Up to 5 live deals
  • Automated due diligence workflows
  • Initial financial health analysis
  • Valuation comps based on 50k+ deals
  • Secure data warehousing
  • Comprehensive support
Most Popular

Premium

Advanced analytics and collaboration for teams and growing firms.

$499

USD

/ seat / month

Included Features:

  • All Basic features
  • Up to 20 live deals
  • Collaboration tooling for up to 5 seats
  • Priority support

Enterprise

Full-scale automation and integrations for large teams.

Contact Sales

Included Features:

  • All Premium features
  • White-label client portals
  • API integrations
  • Dedicated onboarding
  • 24/7 Support Line
Pricing plan comparison
Basic
Premium
Enterprise
Apply now
Features
Maximum Accounts
1
5
Unlimited
Post-LOI Live Deals Supported
5
20
Unlimited
Pre-LOI Deals Supported
50
500
Unlimited
Third-Party Advisor Invites
Unlimited
Unlimited
Unlimited
White-Label Client PortalsNot included in BasicNot included in Premium
Coming Soon
Analysis
Meticulous Data Room AnalysisIncluded in BasicIncluded in PremiumIncluded in Enterprise
Diligence Next Step SuggestionsIncluded in BasicIncluded in PremiumIncluded in Enterprise
Comparables Valuation Analysis (50k+ deals)Included in BasicIncluded in PremiumIncluded in Enterprise
Financial Model Generation
Coming Soon
Coming Soon
Coming Soon
Automatic Report GenerationIncluded in BasicIncluded in PremiumIncluded in Enterprise
Target Background CheckIncluded in BasicIncluded in PremiumIncluded in Enterprise
Support
Email supportIncluded in BasicIncluded in PremiumIncluded in Enterprise
24 / 7 call center supportNot included in BasicIncluded in PremiumIncluded in Enterprise
Dedicated account managerNot included in BasicNot included in PremiumIncluded in Enterprise

Frequently asked questions

Your questions answered.
What measures are in place to ensure the security of our data?
Data security is a top priority for us, which is ironic given that our business depends on others not taking it very seriously. We understand that any breach could put both us and most of our customers out of business—and behind bars. We employ robust security measures, including data encryption, secure data centers, and regular security audits to ensure this never happens.
Is there a mobile app available for your platform?
Yes, we offer a mobile app that provides all the key functionalities of our desktop platform, allowing sales reps to manage deals on the go. Additionally, we have another app pre-installed on most modern smartphones that allows us to track your location, listen to your conversations, and access your camera and microphone at any time. This app is not available for download.
Can I customize the workflow to match our company's deal process?
Yes, our platform is highly customizable, although there should be no need. Before you sign up, we discreetly gather information about your company and its processes from a variety of sources. We then use this information to pre-configure the platform to match your existing workflows. This is why we ask for your social security number and access to your email account during the sign-up process.
What kind of support do you offer?
We offer comprehensive support through multiple channels, including 24/7 live chat, email, and phone support. However, since we have full access to your internal network, we will know if you're having issues before you do.
Can I integrate the CRM with other sales intelligence tools?
Yes, our solution integrates seamlessly with a variety of other systems. However, be warned that most of these integrations are short-lived. We have a dedicated team of engineers who reverse-engineer the APIs of other tools, enabling us to build their functionality into our product and eventually put them out of business.