Simple, transparent pricing

Try Starter free for 14 days. Built to scale with you.

Try Starter free for 14 days. Card required; auto-billed on day 15 unless you cancel. Pick Growth or Scale if you need them from day one.

14-day free trial, cancel anytime Save 15% annually Cancel any time Sign in with Google
Choose your plan

Built for every stage of corporate governance.

From foundational recordkeeping to audit-ready governance controls, every plan adds the tools needed to keep corporate records verifiable, current, and defensible.

Save 15%

For managing corporate records

14-Day Free Trial

Starter

$192 / year
Billed annually(equivalent to $16/mo)

Try every Starter feature free for 14 days, then continue at $192/year. Production-grade records for one corporation, with verified certificates, transfers, and exports.

Includes

  • Directors, officers, board members
  • Bylaws & meeting minutes templates
  • QR-based certificate verification
  • Share transfers register
  • Stakeholder portal with secure access to shareholdings and certificates
  • Send resolutions for e-signature with no-login signing, auto-filed to your minute book
  • Unlimited shareholders, unlimited share classes
  • Word & PDF document export
  • CSV export
  • Email support

Included capacity

1 corporation 3 users
Card required. Auto-billed on day 15 unless you cancel.

For advanced ownership and equity

Most Popular

Growth

$1,008 / year
Billed annually(equivalent to $84/mo)

Cap-table sophistication for raising priced rounds, with scenarios, options, warrants, and public share links.

Everything in Starter, plus

  • Cap-table scenarios with multi-round chains and A vs B comparison
  • Exit waterfall modeling with liquidation preferences
  • Stock options with vesting + exercise
  • Warrants and option pools
  • Fully-diluted ownership
  • Priced-round batch SAFE conversion
  • Public share links with access audit log
  • Cap table & scenario PDF exports
  • Compliance reminders & tasks
  • Certificate lifecycle (revoke, reissue, supersede)
  • 1-year activity log · email support

Included capacity

Up to 3 corporations 5 users
Funded startups raising priced rounds and modeling dilution.

For advanced governance and control

Governance

Scale

$1,788 / year
Billed annually(equivalent to $149/mo)

Audit-ready governance with role-based access, enforced 2FA, Compliance Dossier exports, and 7-year activity retention.

Everything in Growth, plus

  • Unlimited saved scenarios
  • Compliance Dossier export (audits & diligence)
  • Role-based access controls
  • Corporation-level 2FA enforcement
  • 7-year activity log retention
  • Priority email support

Included capacity

Up to 5 corporations 10 users
Boards and operators who need tighter controls and records that hold up in audits and diligence.
Managing client corporations on behalf of others? See Portfolio Licensing.
Firm-managed workspaces from 25 corporations to enterprise scale. Includes centralized firm billing and bulk operations. Built for law firms, accounting practices, and fund admins.
See Portfolio Licensing plans

Trying it out? Cancel anytime before day 15 to avoid being charged. Or pick Growth or Scale to start with more capacity from day one.

SOC 2-aligned controls Records hosted in your corporation's region (US, Canada, EU) Sign in with Google Two-factor authentication on every plan
Full comparison

Everything that's included

Every plan includes the full digital minute book. Choose the plan that matches your governance workflows.

Feature Starter Growth Scale
Cap table & financing
Cap table viewBasicFullFull
Fully-diluted ownership—
SAFE notes—UnlimitedUnlimited
Stock options (vesting + exercise)—
Warrants & option pools—
Cap-table scenarios (saved)110Unlimited
Multi-round chains & A vs B comparison—
Exit waterfall modeling—
Priced-round batch SAFE conversion—
Equity Timeline + charts—FullFull
Equity register
Share classesUnlimitedUnlimitedUnlimited
ShareholdersUnlimitedUnlimitedUnlimited
Share certificate generation
QR public verification
Share transfers register
Stakeholder portal
Certificate lifecycle (revoke, reissue, supersede)—
Corporate records & minute book
Directors, officers, board members
Bylaws + meeting minutes templates
Send resolutions for e-signature (no-login, auto-filed)
Compliance reminders & tasks—
Compliance Dossier exports——
Activity audit log retention30 days1 year7 years
Sharing & exports
PDF document export
Word document export
CSV export
PDF export: cap table & scenarios—
Public share links (scenarios)—Up to 3 activeUnlimited
Share-link access audit log—
Account & security
Sign in with Google
Two-factor authentication
Corporation-level 2FA enforcement——
Role-based access controls——
Data residency (US, Canada, EU, by corporation jurisdiction)
Plan capacity
Corporations1Up to 3Up to 5
Users1510
Document storage1 GB25 GB100 GB
Support
Email supportPriority

Starter – 14-day free trial

Directors, officers, board members
QR-verified certificates
Share transfers register
Stakeholder portal
Unlimited shareholders
Word + PDF export
Send resolutions for e-signature

Growth · Most Popular

Everything in Starter, plus
Cap-table scenarios, multi-round chains
Exit waterfall modeling
Stock options, warrants, option pools
Public share links + audit log
Cap table & scenario PDF exports
Compliance reminders + tasks
CorporationsUp to 3

Scale

Everything in Growth, plus
Compliance Dossier exports
Role-based access & 2FA enforcement
7-year audit log retention
CorporationsUp to 5
What you're getting

A proper system of record, not a folder on a shared drive.

Every plan gives you a structured workspace where corporate records, registers, certificates, and compliance are connected and always current.

  • Every issuance, transfer, and register update tracked
  • Certificates with public verification pages
  • Jurisdiction-specific minute book templates
  • Document-level activity log with user attribution
Start your 14-day trial
Shareholders register with ownership distribution chart and shares assigned per shareholder
FAQ

Common questions

Every new account starts with a 14-day free trial of Starter. Add a card to start; you're not charged during the trial. On day 15, we auto-bill the plan you picked: $19/mo on monthly billing, or $192/year on annual, unless you cancel or move to Growth or Scale instead. You can cancel anytime before day 15 with one click. During the trial you get the full Starter experience: QR-verified share certificates, share transfers, audit-ready Word and PDF exports, and unlimited shareholders.

Every paid plan (Starter, Growth, Scale) includes the digital minute book, QR-verified share certificates, share transfers register, basic cap-table view, Word + PDF document exports without the "Powered by" footer, CSV export, two-factor authentication, sign-in with Google, and email support. Growth adds cap-table scenarios, options, warrants, and compliance automation. Scale adds longer audit retention and role-based access.

Most corporations are set up in under 30 minutes. Enter your incorporation details, add directors and shareholders, and the registers and minute book structure are created automatically. Sign in with Google or email. The trial requires a card on file; you can cancel anytime before day 15 to avoid being charged.

No. If you're already a paying customer, your current plan and pricing are locked in for as long as your subscription stays active. These prices apply to new subscriptions only.

Each plan supports a different number of corporations: Starter covers 1 corporation, Growth up to 3, Scale up to 5. If you manage a larger portfolio or run client books on behalf of others, our Portfolio Licensing is built for firms managing client workspaces.

Yes. You can upgrade, downgrade, or cancel at any time. There are no long-term contracts or cancellation fees. Records are preserved if you downgrade. You'll only lose access to features your new tier doesn't include.

Yes. Annual billing is available on every paid plan and saves you 15% compared to monthly billing. You can switch between monthly and annual at any time.

Each corporation's records are stored in the region matching its jurisdiction: US corporations in the US region, Canadian corporations in Canada, European corporations in the EU. All other jurisdictions default to the US region. Data residency applies to every plan. It's not a paid feature.

Yes. Single sign-in with Google is available on every plan. Two-factor authentication is also included on every plan. Corporation-level 2FA enforcement is available on Scale.

Octelligence works for corporations globally, with jurisdiction-specific templates and compliance frameworks. Canadian-jurisdiction-aware compliance reminders (CBCA / OBCA filings, director residency, beneficial ownership register) are included on Scale.

Portfolio Licensing is built for firms managing client portfolios. You get firm-managed workspaces, centralized billing across clients, and bulk operations across any number of client corporations.
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Make sure it's the right fit

See the platform

What every plan includes, from digital minute books to cap tables & financing.

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Step-by-step guides

Practical walkthroughs like how to issue shares and how to transfer shares.

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Set up your first corporation in minutes.

14-day free trial of Starter. Card required, auto-billed on day 15 unless you cancel.

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