Pricing
Flat per fund. Applicants free. Always.
One flat monthly rate per fund. Applicants access their portal for free. Save up to 20% with annual billing.
Starter
Billed annually · $3,000/yr
For small teams getting their first fund pipeline organized.
- Up to 10 members
- Unlimited applicants (always free)
- Custom application intake form
- Private data room (25 GB)
- Investment & forecast reports
- Activity summary notifications
- Data encryption
Growth
Billed annually · $6,000/yr
For active funds running a full pipeline with a growing team.
- Everything in Starter
- Up to 50 members
- Shared deal flow & multi-fund workspace
- Shared data room (100 GB)
- Video application capability
- Conversations & @mentions
- Calendar & events management
- Tasks management
- Applicant history timeline
Intelligence
AI includedBilled annually · $9,600/yr
Growth + the FundOps AI copilot. AI on every deal.
- Everything in Growth
- Up to 150 members
- FundOps AI — DD report (5 min)
- FundOps AI — Assistant
- Auto-flagged risks
- SPV Management
- Premium support & onboarding
Enterprise
For large funds, multi-fund families, and custom requirements.
- Everything in Intelligence
- Unlimited members
- Custom data room storage
- VIP support & onboarding
- Custom configuration
- Flat rate per fund.
- Applicants always free, no exceptions.
- Annual billing saves ~17% vs monthly.
- No setup fees. No surprise overages.
Compare plans side by side
| Feature | Starter | Growth | Intelligence | Enterprise |
|---|---|---|---|---|
| Shared Deal Flow | — | |||
| Multi-Fund Workspace | — | |||
| Organization Collaboration Space | ||||
| Shared Data Room | — | |||
| Private Data Room | ||||
| Custom Application Intake Form | ||||
| Video Application Capability | — | |||
| Applicants | Unlimited | Unlimited | Unlimited | Unlimited |
| Applicant History Timeline | — | |||
| Data Room Storage | 25 GB | 100 GB | 250 GB | Custom |
| Conversations & @mentions | — | |||
| Calendar & Events Management | — | |||
| Tasks Management | — | |||
| Investment & Forecast Reports | ||||
| FundOps AI — DD Report* | — | Add-on | ||
| FundOps AI — Additional DD Reports | — | Add-on | Add-on | Add-on |
| FundOps AI — Assistant | — | Add-on | ||
| Auto-flagged Risks | — | Add-on | ||
| Activity Summary Notification | ||||
| Members | Up to 10 | Up to 50 | Up to 150 | Unlimited |
| Additional Members | — | Add-on | Add-on | N/A |
| SPV Management | — | Add-on | ||
| Data Encryption | ||||
| Support | Standard | Standard | Premium | VIP |
| Onboarding | Standard | Standard | Premium | VIP |
* Up to 30 reports per month.
Support tiers
Premium and VIP support are available as add-ons on any plan.
| Support Tiers | Standard | Premium | VIP |
|---|---|---|---|
| Help Center Access | |||
| Response Time* | Up to 60 hours | Up to 48 hours | Up to 6 hours |
| Dedicated Account Manager | — | ✓ Email & Phone | |
| FundOps Office Hours | — | Bi-weekly | Weekly |
| Ongoing Dedicated Training | — | — | On-Demand** |
| Price (monthly) | Included | $85 | $300 |
* Business Days. ** Scheduled on request up to 1x a month.
Onboarding tiers
Premium and VIP onboarding are one-time add-ons to get your team up and running fast.
| Onboarding Tiers | Standard | Premium | VIP |
|---|---|---|---|
| Supported Onboarding | |||
| Members Migration | |||
| Applications Migration | — | ||
| Files Migration | — | — | |
| Onboarding Guide | |||
| Branded Training Material | — | — | |
| Basic Training | — | ||
| Advanced Training | — | — | |
| Kick-off Call | — | ||
| Weekly Calls (1st month) | — | — | |
| Price (one time) | Included | $1,500 | $3,000 |
Add-ons
Extend your plan with the features you need, when you need them.
| Add-on | Includes | Price / month |
|---|---|---|
| FundOps AI |
| $250 |
| Additional DD Reports | 10 additional reports added to your plan | $50 |
| SPV Management | Manage SPVs alongside your main fund | $50 |
| Additional Members | 50 extra seats added to your plan | $200 |
* Up to 30 reports per month.
Common questions
How does flat per-fund pricing work?
You pay one flat monthly (or annual) rate per fund — not per seat. Your plan includes a set number of team members, and additional seats can be purchased as an add-on. Applicants always access their portal for free and never count toward your seat total.
What happens if I need more seats than my plan includes?
Upgrade to the next tier any time. Annual prepayments are credited on a prorated basis when you change plans.
Do applicants need a paid seat?
No. Applicants access their own portal completely free — no account, no subscription. Only fund team members count toward your plan's seat total.
What's included in 'Intelligence'?
Everything in Growth plus the FundOps AI copilot — chat with the AI about any applicant, automatic OCR across the entire data room, one-click DD reports with citations, auto-flagged risks, and AI-suggested chat replies. Your data is never used to train external models.
Can I switch plans later?
Yes. Upgrade or downgrade any time. Annual prepayments are credited on a prorated basis if you change tiers.
Do you offer discounts for non-profits?
Yes — we offer a discount for non-profit and mission-driven funds. Reach out to us directly and we'll apply it to your account.
Have more questions? We're happy to talk.
Contact us