Pricing

Three plan shapes. Talk to sales for a quote.

Public price tags don’t reflect how institutional contracts work, so we don’t publish one. We quote on annual deal volume, team size and the number of workspaces a firm runs — and turn a real number around within 24 hours of an intro call.

Advisor

Sell-side · boutiques and IB teams

For firms running targeted auctions and structured processes — mandates, NDAs, data room, AI diligence and investor pipeline tracking.

One Advisor workspace · unlimited deals
Native NDA stack + sealed PDF audit
AI diligence over every doc in the VDR
Investor heatmap · per-deal activity
Cmd+K search · audit log · CSV export
Email support · 24h response SLA
Marketplace listing
IOI / LOI inbox on the buy-side

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No public list price · 48h onboarding SLA

Investor

Buy-side · PE, family office, strategics

For firms evaluating mid-market deal flow — marketplace, NDA signing, watchlist, saved searches and formal LOIs.

One Investor workspace · unlimited deals
Marketplace browse · NDA-gated mandates
Watchlist + saved searches + alerts
Submit IOIs and formal LOIs
Data room access · per-viewer watermark
Email support · 24h response SLA
Advisor-side mandate origination
AI diligence as advisor

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No public list price · 48h onboarding SLA

Recommended

Both

Recommended for boutiques · sell + buy

Same firm runs sell-side mandates and also invests. Two workspaces, two URLs, one billing umbrella, separate teams allowed.

Both workspaces · per-workspace billing line
Workspace switcher with audit-isolated lanes
Per-workspace permissions and team membership
All Advisor + Investor features
Multi-firm membership · consultants ok
Priority support · 4h response SLA

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No public list price · 48h onboarding SLA

Side by side

The three shapes, compared.

Advisor

Investor

Both

Workspaces

Deals per month

Unlimited

Marketplace listing

—

Browse

Both sides

AI diligence runs

Unlimited

—

Unlimited

Data room watermark

Per-viewer

Support SLA

24h

Custom NDA templates

Yes

—

Yes

Common questions

About pricing.

Why no public price tag?: Institutional contracts price on annual volume + workspace count + team size. Public tags would mislead either toward over-selling small firms or under-quoting larger ones. We send a real quote within 24 hours of an intro call.
Can a firm with the Both plan share seats across workspaces?: Yes — seats are scoped to the firm, not the workspace. A user can be a member of one or both workspaces with no extra seat cost, and permissions stay workspace-scoped.
Multi-currency?: Yes — mandates denominate in any of 14 transaction currencies and convert against 6 reference currencies in-room, with full ISO 4217 coverage (168 codes). We invoice in USD or EUR by default.
Do you offer annual contracts?: Annual is standard. Multi-year discounts on Institutional-scale firms, and month-to-month available on a single Advisor or Investor workspace. No cancellation fees.

Ready for a quote?

We turn around quotes within 24hours. Tell us workspace count, team size and annual deal volume — we’ll send numbers and a 30-minute walkthrough booking.

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