Pricing
Start with one fund. Grow onto the rail.
Every tier includes the investor pipeline, portal, and email updates. Annual billing gets two months free. 14-day trial, no card required.
Starter
$99$119 /mo
$1,188/yr billed annually · save $240billed month to month
Your first syndication, run properly.
1 fund25 investors1 team seat
Get started
Most popular
Growth
$199$239 /mo
$2,388/yr billed annually · save $480billed month to month
Calls, distributions, e-sign, and statements.
3 funds100 investors3 team seats25 e-sign envelopes/mo
Get started
Scale
$299$359 /mo
$3,588/yr billed annually · save $720billed month to month
White-label portal, API, and a real team.
10 funds500 investors10 team seats100 e-sign envelopes/mo
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Unlimited
$499$599 /mo
$5,988/yr billed annually · save $1,200billed month to month
Unlimited everything, SSO, dedicated onboarding.
Unlimited fundsUnlimited investorsUnlimited seats & envelopes
Talk to us
| Feature | Starter | Growth | Scale | Unlimited |
|---|---|---|---|---|
| Raise | ||||
| Pipeline CRM & commitments | ✓ | ✓ | ✓ | ✓ |
| Investor portal & email updates | ✓ | ✓ | ✓ | ✓ |
| E-signature envelopes | — | 25/mo | 100/mo | Unlimited |
| Operate | ||||
| Capital calls & distributions (waterfall) | — | ✓ | ✓ | ✓ |
| Tax document distribution (K-1s) | — | ✓ | ✓ | ✓ |
| Statements & preferred-return calculations | — | ✓ | ✓ | ✓ |
| Scale | ||||
| White-label portal (your logo & domain) | — | — | ✓ | ✓ |
| API access | — | — | ✓ | ✓ |
| SSO & dedicated onboarding | — | — | — | ✓ |
| Support | Priority | Dedicated | ||
Prices in USD. Annual pricing is billed once per year and works out to roughly two months free versus month-to-month. E-signature envelopes are pooled per workspace per month; unused envelopes don't roll over. Investor counts are active investor records. Every plan includes encrypted document storage, an append-only audit trail, and full data export — your records are yours on any tier.