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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.

Electronic subscription document technology for alternative investments.

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