HomeSettings

Settings

Manage your organization and account settings.

Brand Profile
Customize how your portal looks to investors.

PNG, SVG, or JPG. Max 5MB.

Preview: The quick brown fox jumps over the lazy dog

Preview: The quick brown fox jumps over the lazy dog

Portal Preview

Your Company Name

This is how body text will appear on your investor portal. The styling uses your selected fonts and colors.

Primary Button
Accent Button
Subscription & Billing
Manage your plan, view invoices, and update payment methods.
Coming Soon
Custom Domains
Configure custom subdomains for your portals.
Coming Soon
Notifications
Configure email alerts for investor engagement milestones.
Coming Soon
Pricing Model
$199/mo base subscription + per-deal pricing. Only pay for active fundraises.

Base Subscription

$199/mo

Always-on platform access

  • 5 team member seats
  • Investor Relations portal
  • Board presentations
  • Document sharing
  • Deal drafts (free)
Most Popular

Simple Deal

$499/mo

per active deal · + base subscription

  • Base scenario financial model
  • 25 investor invites
  • 50 data room documents
  • Views & download analytics

Complex Deal

$1,499/mo

per active deal · + base subscription

  • Bear / Base / Bull scenarios
  • Unlimited investor invites
  • Unlimited docs + versioning
  • Full engagement scoring & AI tools
  • External advisor collaboration
  • Custom domain
How billing works: Draft deals are free. Billing begins when a deal moves to Fundraising status. When a deal transitions to Investor Relations or is Archived, per-deal charges stop — you return to the $199/mo base rate. Save 20% with annual billing.