Octelligence has three standard plans (Starter, Growth, Scale) and a separate firm plan (Portfolio Licensing) with four tiers. Every new account starts with a 14-day free trial of Starter. The matrices below pull the canonical capacity and feature availability from the product. For prices and billing, see the pricing page; this reference focuses on what each plan can do.
Capacity at a glance
| Limit |
Starter |
Growth |
Scale |
| Corporations | 1 | 3 | 5 |
|---|
| Users (incl. owner) | 1 | 5 | 10 |
|---|
| Shareholders | 10 | 50 | Unlimited |
|---|
| Share classes | 2 | Unlimited | Unlimited |
|---|
| SAFE notes | 3 | Unlimited | Unlimited |
|---|
| Saved cap table scenarios | 1 | 10 | Unlimited |
|---|
| Document storage | 1 GB | 25 GB | 100 GB |
|---|
| Activity log retention | 30 days | 1 year | 7 years |
|---|
Portfolio Licensing limits are set at the tier level — Portfolio 25 up to 25 client corporations and 10 firm team members, Portfolio 50 up to 50 / 20, Portfolio 100+ for 100+ corporations, and Enterprise at enterprise scale. See Portfolio Licensing.
Records & certificates
| Feature | Starter | Growth | Scale |
|---|
| Digital minute book & folder structure | ✓ | ✓ | ✓ |
|---|
| Document generation | ✓ | ✓ | ✓ |
|---|
| Branded PDF (no footer) and Word export | ✓ | ✓ | ✓ |
|---|
| Document version history | ✓ | ✓ | ✓ |
|---|
| Digital signing | ✓ | ✓ | ✓ |
|---|
| Share certificate issuance | ✓ | ✓ | ✓ |
|---|
| QR-verified public certificate pages | ✓ | ✓ | ✓ |
|---|
| Certificate revocation registry | — | ✓ | ✓ |
|---|
Cap table & financing
| Feature | Starter | Growth | Scale |
|---|
| SAFE notes | Up to 3 | Unlimited | Unlimited |
|---|
| Cap table CSV export | ✓ | ✓ | ✓ |
|---|
| Cap table PDF export (branded) | — | ✓ | ✓ |
|---|
| Cap table scenarios (saved) | 1 | 10 | Unlimited |
|---|
| Scenario public share links | — | ✓ | ✓ |
|---|
| Stock options (vesting + exercise) | — | ✓ | ✓ |
|---|
| Option pools | — | ✓ | ✓ |
|---|
| Warrants | — | ✓ | ✓ |
|---|
| Fully-diluted ownership | — | ✓ | ✓ |
|---|
| Priced-round batch SAFE conversion | — | ✓ | ✓ |
|---|
Compliance & diligence
| Feature | Starter | Growth | Scale |
|---|
| Compliance task lists | — | ✓ | ✓ |
|---|
| Compliance reminders (filings calendar) | — | ✓ | ✓ |
|---|
| Deleted-corporation view & export | — | ✓ | ✓ |
|---|
| Compliance dossier (diligence export) | — | — | ✓ |
|---|
| Advanced audit exports | — | — | ✓ |
|---|
Team & security
| Feature | Starter | Growth | Scale |
|---|
| Shared users (invite collaborators) | — | ✓ | ✓ |
|---|
| Role-based access (Owner / Editor / Viewer) | — | — | ✓ |
|---|
| Per-user two-factor authentication | ✓ | ✓ | ✓ |
|---|
| Corporation-level 2FA enforcement | — | — | ✓ |
|---|
| Activity log (queryable view) | 30-day | 1-year | 7-year |
|---|
Support & onboarding
| Channel | Starter | Growth | Scale |
|---|
| Email support | ✓ | ✓ | ✓ |
|---|
| Priority support | — | — | ✓ |
|---|
| Dedicated onboarding | — | — | ✓ |
|---|
| Concierge migration | — | ✓ | ✓ |
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Portfolio Licensing tiers
Portfolio Licensing is the firm plan for law firms, accounting practices, and fund admins managing client corporations. Portfolio 25 includes the core governance platform; higher tiers add capacity, bulk operations, compliance automation, dedicated onboarding, and enterprise capabilities.
| Limit / feature | Portfolio 25 | Portfolio 50 | Portfolio 100+ | Enterprise |
|---|
| Client corporations | Up to 25 | Up to 50 | 100+ | Enterprise scale |
|---|
| Firm team members | 10 | 20 | Expanded | Custom |
|---|
| Core governance platform | ✓ | ✓ | ✓ | ✓ |
|---|
| Cross-entity dashboard | ✓ | ✓ | ✓ | ✓ |
|---|
| Role-based access & Portfolio-level 2FA | ✓ | ✓ | ✓ | ✓ |
|---|
| Bulk operations | — | ✓ | ✓ | ✓ |
|---|
| Branded & QR-verified certificates | — | ✓ | ✓ | ✓ |
|---|
| Compliance automation | — | ✓ | ✓ | ✓ |
|---|
| Enhanced reporting | — | ✓ | ✓ | ✓ |
|---|
| Dedicated onboarding & migration assistance | — | — | ✓ | ✓ |
|---|
| Tailored licensing | — | — | ✓ | ✓ |
|---|
| Advanced support & custom SLAs | — | — | — | ✓ |
|---|
| Custom integrations | — | — | — | ✓ |
|---|
| White labeling | — | — | — | ✓ |
|---|
| Enterprise onboarding | — | — | — | ✓ |
|---|
Data residency
Data residency is included on every plan, including Free. Each corporation's records are stored in the region matching its jurisdiction:
- US corporations —
us-east-1
- Canadian corporations —
ca-central-1
- European corporations — EU region
- Other jurisdictions — default to the US region; contact support for alternative residency
Plan changes are immediate. Upgrading raises your capacity and turns on new features the moment payment is processed. Downgrading takes effect at the end of the current billing period; capacity above the new plan's limits is grandfathered for existing records but blocks new additions above the limit until you upgrade again.
What's not in any plan
- Public API. Not yet available; on the roadmap.
- Hardware security keys (FIDO2 / WebAuthn). Not currently implemented. 2FA is TOTP only.
- SMS authentication. Not implemented; TOTP is the supported second factor.
- Section-level Viewer scoping. Viewer is read-only across the corporation; per-section sub-scoping is not implemented.
Need help choosing
The shortest path: if you're running one corporation as a founder, Free or Starter. If you're raising priced rounds, Growth. If you're operating multiple entities or want corporation-level 2FA enforcement and diligence dossiers, Scale. If you're a firm managing client corporations, Portfolio Licensing. See the pricing page for tradeoff details and pricing, or contact us if you'd like a recommendation.
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