Plans that Scale with You

Choose the perfect plan for your deal volume and needs

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Advisor Plans

For M&A advisors, boutiques, and investment banks managing deals

Basic Advisor
Basic plan for advisors
$2,450/year

+ $500 setup fee (one-time)

3 users
5 active deals
50 docs/deal
Virtual Data Room
CRM
Custom NDAs
Analytics
DCF Valuation
Priority Support
24/7 Support
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Most Popular
Standard Advisor
Standard plan for advisors
$3,950/year

+ $500 setup fee (one-time)

5 users
20 active deals
250 docs/deal
Virtual Data Room
CRM
Custom NDAs
Analytics
DCF Valuation
Priority Support
24/7 Support
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Premium Advisor
Premium plan for advisors
$6,950/year

+ $500 setup fee (one-time)

20 users
Unlimited active deals
Unlimited docs/deal
Virtual Data Room
CRM
Custom NDAs
Analytics
DCF Valuation
DCF Full + Archie AI
Archie AI Complete
White-label Reports
Priority Support
24/7 Support
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Frequently Asked Questions

What is the setup fee?

The $500 setup fee is a one-time charge when creating your account. It covers onboarding, training, and initial configuration. The setup fee is waived when upgrading to a higher plan.

Can I switch between monthly and yearly billing?

Yes! You can switch at any time. Yearly billing saves you approximately 17% compared to monthly payments (yearly = monthly × 10 instead of × 12).

What happens when I reach my deal or document limit?

You'll see a notification when approaching your limits. To add more deals or documents, you can upgrade to a higher plan without paying the setup fee again.

What are the restrictions for Basic Investor (free)?

Basic Investor can view up to 20 deals per month and can only show interest or sign an NDA for 1 deal every 3 months. Also, you can only see deals published 12+ months ago.

Have more questions? Contact us