Simple, transparent pricing

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

Try Starter free for 14 days. Card required; auto-billed $19/mo 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 Founders Running Their Corp

14-Day Free Trial

Starter

$16.00 / mo
Billed $192.00 yearly

Try every Starter feature free for 14 days, then continue for $19/mo. Production-grade records for one corporation, with verified certificates, transfers, and exports.

Plan capacity

  • 1 corporation, 1 user

Includes

  • Directors, officers, board members
  • Bylaws & meeting minutes templates
  • QR-based certificate verification
  • Share transfers register
  • Up to 10 shareholders, 2 share classes
  • Up to 3 SAFE notes
  • Word & PDF document export (no footer)
  • CSV export
  • Email support
Card required. Auto-billed $19/mo on day 15 unless you cancel.

For Funded Startups

Most Popular

Growth

$59.00 / mo
Billed $708.00 yearly

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

Plan capacity

  • Up to 10 corporations, 5 users
  • Up to 50 shareholders, unlimited share classes

Everything in Starter, plus

  • Cap-table scenarios with multi-round chains and A vs B comparison
  • 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
  • Bulk certificate issuance + revocation lifecycle
  • 1-year activity log · email + chat support
Funded startups raising priced rounds and modeling dilution.

For Holdcos & Multi-Entity

Multi-Entity

Scale

$127.00 / mo
Billed $1,524.00 yearly

Governance for multiple entities under one organization, with branded outputs, IP allowlists, and longer retention.

Plan capacity

  • Up to 25 corporations, 15 users
  • Unlimited shareholders & scenarios

Everything in Growth, plus

  • Branded PDFs and share-link headers
  • IP allowlist on share-link audit log
  • Branded QR certificate verification page
  • Compliance Dossier export (audits & diligence)
  • Role-based access controls
  • Corporation-level 2FA enforcement
  • 7-year activity log retention
  • Priority email + chat support
Holdcos and operators with multiple entities under one roof.
Managing client corporations on behalf of others? See Portfolio Licensing.
Firm-managed workspaces with up to 50, 200, or 500 client corporations. Includes white-label branding, 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
$19 / mo		 Growth
$69 / mo		 Scale
$149 / mo
Cap table & financing
Cap table viewBasicFullFull
Fully-diluted ownership—
SAFE notesUp to 3UnlimitedUnlimited
Stock options (vesting + exercise)—
Warrants & option pools—
Cap-table scenarios (saved)110Unlimited
Multi-round chains & A vs B comparison—
Priced-round batch SAFE conversion—
Equity Timeline + chartsView onlyFullFull
Equity register
Share classes2UnlimitedUnlimited
ShareholdersUp to 10Up to 50Unlimited
Share certificate generation
QR public verification + branded
Share transfers register
Bulk certificate issuance—
Certificate lifecycle (revoke, reissue, supersede)—
Corporate records & minute book
Directors, officers, board members
Bylaws + meeting minutes templates
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— + IP allowlist
Branded PDF / share-link header——
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 10Up to 25
Users1515
Document storage1 GB25 GB100 GB
Support
Email supportPriority
Chat support—

Starter – 14-day free trial, then $19/mo

Directors, officers, board members
QR-verified certificates
Share transfers register
Up to 3 SAFE notes · 10 shareholders
Word + PDF export, no footer

Growth – $69/mo · Most Popular

Everything in Starter, plus
Cap-table scenarios, multi-round chains
Stock options, warrants, option pools
Public share links + audit log
Cap table & scenario PDF exports
Compliance reminders + tasks
CorporationsUp to 10

Scale – $149/mo

Everything in Growth, plus
Branded PDFs + share-link headers
Compliance Dossier exports
Role-based access & 2FA enforcement
7-year audit log retention
CorporationsUp to 25
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 $19/mo unless you cancel or pick 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 10 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 branded outputs, 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 10, Scale up to 25. 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, white-label branding, centralized billing across clients, and bulk operations across any number of client corporations.
Explore further

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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Compare platforms

See how Octelligence compares to Carta and Pulley.

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Buyer's guide

What to look for when choosing a corporate records and cap table platform.

Read the buyer's guide
Step-by-step guides

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

Browse all guides
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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