Free
For LPs getting started with portfolio tracking
$0/month
- Up to 5 deals
- Portfolio dashboard
- Capital call tracking
- Distribution tracking
- Document storage (100 MB)
- Basic reporting
Simple, transparent pricing
Start free and upgrade when your portfolio grows. No hidden fees, no lock-in.
MonthlyAnnual Save 20%
Most popular
Pro
For active LPs managing 10+ syndication investments
$99/month
14-day free trial — no credit card required upfront
- Unlimited deals
- Portfolio dashboard
- Capital call tracking
- Distribution tracking
- Document storage (10 GB)
- Advanced analytics & IRR
- CSV import/export
- K-1 tax export
- Smart notifications
- Sponsor tracking
- Priority support
Enterprise
For family offices and LPs with complex multi-entity portfolios
$249/month
- Everything in Pro
- Multi-seat (advisors, accountants, family members)
- Shared portfolio workspace
- Team member permissions
- Document storage (50 GB)
- Audit log & activity history
- Dedicated account manager
We'll reach out within one business day.
Cancel anytime. No contracts. Prices in USD.
Full feature comparison
| Feature | Free | Pro | Enterprise |
|---|---|---|---|
| Number of deals | Up to 5 | Unlimited | Unlimited |
| Capital call tracking | |||
| Distribution tracking | |||
| Deal activity timeline & notes | |||
| Document storage | 100 MB | 10 GB | 50 GB |
| CSV import / export | |||
| Advanced analytics & IRR | |||
| Smart notifications | |||
| Sponsor tracking | |||
| K-1 tax export | |||
| Portfolio reporting | Basic | Full | Full |
| Search & filtering | |||
| Dark mode | |||
| Multi-seat access | |||
| Audit log & activity history | |||
| Support | Priority | Dedicated |
Frequently asked questions
- What happens when my free trial ends?
- After 14 days, your account is paused. Your data is fully preserved. You can upgrade to Pro at any time to pick up right where you left off.
- Can I change plans later?
- Yes. You can upgrade or downgrade at any time. Changes take effect at the start of your next billing cycle.
- Do you offer annual pricing?
- Yes — pay annually and save 20%. Pro costs $948/year (equivalent to $79/month).
- Is my data secure?
- Absolutely. All data is encrypted in transit and at rest using industry-standard protocols. Access controls and row-level security ensure your portfolio data is visible only to you.
- Do I need a credit card to start?
- No. The 14-day free trial for Pro requires no payment information upfront. You only enter billing details when you choose to upgrade.