Packages
One portal. Three tiers. Pick yours.
Starter and Growth plans include a 7-day free trial. No setup fees. Cancel anytime.
Starter
Your foundation.
£149/month
Includes
- Document Generator (10 docs/month)
- Basic Deal Analyser (3 analyses/month)
- Investor CRM (up to 25 contacts)
- Document Vault (1GB storage)
- Email support
Not included
- Finance Dashboard
- Compliance Hub
- AI Co-Pilot
- Investor Portal
- Unlimited documents & analyses
- Team seats
Most popularStart free trial
Growth
Serious operators.
£349/month
Includes
- Everything in Starter, plus:
- Document Generator (unlimited)
- Deal Analyser (unlimited + PDF export)
- Investor CRM (unlimited + pipeline stages)
- Finance Dashboard (full)
- Compliance Hub (full)
- Document Vault (10GB storage)
- Priority email support
- 2 team seats
Not included
- AI Co-Pilot
- Investor Portal (client-facing)
- White-label documents
- API access
- Advanced AI deal scoring
- Unlimited team seats
Founder
The complete operating system.
£550/month
Includes
- Everything in Growth, plus:
- AI Co-Pilot (unlimited)
- Investor Portal (branded, shareable)
- White-label document branding
- Advanced AI deal scoring with comparables
- API access
- Unlimited team seats
- Dedicated onboarding call
- Priority phone + chat support
- Founder community access
Need a custom enterprise setup or multi-business deployment? Talk to us →
One-off £350
Or start with an Operations Audit
Not ready for a monthly plan? Book a one-off £350 operations audit. 60-minute live working session plus a 4-6 page written action plan within 7 days.
60-minute audit call
Live working session — we map your operations end to end.
Written action plan
A 4-6 page document delivered within 7 working days.
No subscription
One-off £350. No retainer, no commitment.