Pricing

Start self-serve, keep room for enterprise sales

Advisor plans lead with workflow, VDR, AI, and buyer distribution. Investor plans stay focused on access, diligence, and NDA progression.

All plans start with a free trial — 14 days free, earn up to 180 days through referrals and platform activity. No credit card required.

Advisor Plans

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

Basic Advisor
Core workflow for small advisor teams
$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
Join waitlist
Most Popular
Standard Advisor
Advisor workspace with more active deals and deeper diligence support
$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
Join waitlist
Premium Advisor
Full advisor workflow with AI and advanced buyer operations
$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
Advanced valuation workflows
AI summaries, Q&A, and red flags
White-label Reports
Priority Support
24/7 Support
Join waitlist

Early access

Dealflou is currently invite-only

Join the waitlist to request access. All plans start with a free trial — 14 days by default, extendable to 6 months through referrals and platform activity. No credit card required.

AES-256 + TLS 1.3

Deal files are encrypted at rest with AES-256 and protected in transit with TLS 1.3 — the same standards used by institutional financial platforms.

Granular permissions

Access is scoped by investor, folder, document, download behavior, print restrictions, and watermark rules — all set by the advisor.

Immutable audit logs

NDA execution, room entry, document views, and downloads are recorded with timestamps and user identity — permanently and in one place.

AI scoped per deal room

Archie AI operates within the authorized boundaries of each deal room. Summaries and Q&A never blend data across separate deals.

Advisor-first buying motion

The site should push most advisor traffic toward a demo or a guided workspace start, not a generic trial with unclear next steps.

AI as an outcome, not an add-on

Public pricing now names the AI value as summaries, Q&A, and red flags instead of burying it under opaque premium labels.