Our Packages

  • Basic
    $75/ monthlyUSD / user / billed annually

    Complete deal flow management system pre-configured according to best practice.

    Optional Onboarding Packages Available
    *Min 3 Admin Logins

    Included In Basic:

    • Site Branding
    • Out of the box Deal Flow Management
    • Contact management
    • Document Management
    • Standard funding application
    • Standard member application
    • Basic Ratings
    • Basic Report Package
    • Crunchbase data integration
    • Audit Report
    • Mobile App
    • Email Support
  • Pro
    Featured
    $100/ monthlyUSD / user / billed annually

    Complete deal flow management system pre-configured according to best practice.

    *Required Onboarding $2,000
    *Min 5 Admin Logins

    Included In Pro:

    Everything in Basic, plus:
    • Mobile App
    • Branded Emails
    • Custom URL
    • Pro Deal Flow Tools
    • Advanced Ratings
    • CRM Activity Tracking
    • KPI Reporting
    • Outlook Integration
    • Crunchbase Profiles
    • Pro Report Package + 1 Custom Report
    • Schedule Admin Email Reports
    • Dedicated 1-Hour Training Webinar
  • Enterprise
    $-Annual & Multi Year Contracts

    Complete deal flow management system pre-configured according to best practice.

    Included in Enterprise:

    Everything in Pro, plus:
    • Email Domain
    • Custom Workflows
    • Automatic Deal Task Creation
    • Define Your Own KPI Reports
    • API Access
    • 3 Tailored 1-Hour Training Webinars
    • Phone Support
    • Account Manager