Pricing Plans
Launch
Electronic subscription document management for NEW organizations
- Electronic Subscriptions
- Universal Investor Profiles
- Investor Portals
- Virtual Data Rooms
- Single user & fund
Starter
Electronic subscription document management for GROWING organizations
- Everything in Launch
- Unlimited onboarding
- Unlimited transactions
- Up to 5 users
- Up to 5 funds
Most Popular
Growth
Electronic subscription document management for SCALING organizations
- Everything in Starter
- Unlimited users
- Unlimited funds
- Third-party integrations
Enterprise
Electronic subscription document management for LARGE organizations
Talk to our specialists about a custom plan that meets your institutions needs.
Launch
Electronic subscription document management for NEW organizations
Ask your service provider to become a Partner. Administrators, custodians, law firms, placement agents, or cap-intro providers can offer free access to our electronic subscription document technology for their client with new or small funds.
Starter
Electronic subscription document management for GROWING organizations
- E-SubDocs
- Investor onboarding
- Virtual data rooms
- Investor portals
- Up to $250M AUM
Most Popular
Growth
Electronic subscription document management for SCALING organizations
- Everything in Starter
- Up to 50 users
- Greater than $500M AUM
Enterprise
Electronic subscription document management for LARGE organizations
Talk to our specialists about a custom plan that meets your institutions needs.
Administrators
Electronic subscription document technology for fund administrators
Talk to our specialists about joining our partner program for alternative investment industry service providers and deliver ease of use to all of your clients.
Custodians
Electronic subscription document technology for asset custodians
Talk to our specialists about joining our partner program for alternative investment industry service providers and deliver ease of use to all of your clients.
Law Firms
Electronic subscription document technology for law firms
Talk to our specialists about joining our partner program for alternative investment industry service providers and deliver ease of use to all of your clients.
Placement Agents
Electronic subscription document technology for placement agents
Talk to our specialists about joining our partner program for alternative investment industry service providers and deliver ease of use to all of your clients.
Cap-Intro
Electronic subscription document technology for capital introductions
Talk to our specialists about joining our partner program for alternative investment industry service providers and deliver ease of use to all of your clients.
