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Institutional-grade analytics for self-directed investors.
For individual analysts and small teams getting started.
The full platform for growing finance teams.
Custom deployment for large organizations.
SOC 2 / ISO partners
Inherited from subprocessors
99.9% uptime
SLA-backed reliability
AI-powered
Multi-agent workflows
Audit trails
Full compliance support
Full feature breakdown across all plans.
| Feature | Investors | Starter | Professional | Enterprise |
|---|---|---|---|---|
| Users | 1 | Up to 5 | Up to 25 | Unlimited |
| Industry modes | 1 (Investors) | 3 | All 9 | All 9 + custom |
| Financial models | Portfolio tools | Core (DCF, LBO) | 63+ models | 63+ + custom |
| AI Analyst queries | Unlimited | 50 / month | Unlimited | Unlimited |
| Multi-agent AI | ||||
| Deal pipeline | ||||
| Document storage | 5 GB | 10 GB | 100 GB | Unlimited |
| API access | ||||
| SSO / SAML | ||||
| Custom integrations | ||||
| Dedicated account manager | ||||
| On-premise deployment | ||||
| Support SLA | 48 hours | 4 hours | 24/7 phone + Slack |
Everything you need to know about pricing and plans.
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