Plans for running your own company or managing records across multiple entities, with the same capabilities tier for tier.
Lowest-priced plan for what you need
Growth
$1,188per year
The lowest-priced company plan that includes what you need, for your stakeholders and entities.
Keep your records, equity and approvals in order as the company grows.
$1,188per year
Billed annually, equal to $99 a month
Includes
Recommended
Answer diligence and audit questions with connected evidence and history.
$2,988per year
Billed annually, equal to $249 a month
Everything in Growth, plus
See how a holdco and its subsidiaries connect, and what needs attention across them.
$5,988per year
Billed annually, equal to $499 a month
Everything in Scale, plus
For complex structures with contract-defined requirements.
Custom
Priced to your requirements
Everything in Intelligence, plus
Prices in USD, billed annually, with no free plan or trial. Need more stakeholders? Add them in blocks of 25 without changing plans. Company plans can add up to three related entities, and an added entity gets your plan's capabilities but doesn't add users, stakeholders or features. Existing customers keep their current plan and pricing while their subscription stays active. Compare every feature by plan
Lowest-priced plan for what you need
Core
$5,388per year
The lowest-priced multi-entity plan that includes what you need, for your entities and stakeholders.
Bring a smaller portfolio of entities to a consistent standard.
$2,388per year
Billed annually, equal to $199 a month
Includes
Recommended
Answer reviews and diligence across a growing portfolio, with evidence and history for each entity.
$6,588per year
Billed annually, equal to $549 a month
Everything in Core, plus
Oversee a large portfolio, with relationships and outstanding items visible across entities.
$14,628per year
Billed annually, equal to $1,219 a month
Everything in Advanced, plus
For large portfolios that need contract-defined capacity and terms.
Custom
Priced to your requirements
Everything in Business, plus
Prices in USD, billed annually, with no free plan or trial. Stakeholders are pooled across all your entities, with no limit per corporation, and you can add them in blocks of 25 without changing plans. Additional entities are billed at the rate of the plan they are added to and don't add users, stakeholders or features. Existing customers keep their current plan and pricing while their subscription stays active. Compare every feature by plan
Whichever model and plan you choose, these come as standard.
Every plan also includes access to 409A & Professional Valuations, priced separately.
The complete list of what each plan includes. Each plan includes everything in the one before it, and company and multi-entity plans differ only in capacity.
| Company plansMulti-entity plansPrices in USD | GrowthCore$1,188 per year$2,388 per year | ScaleAdvanced$2,988 per year$6,588 per year | IntelligenceBusiness$5,988 per year$14,628 per year |
|---|---|---|---|
| Stakeholders included | 50 | 150 | Unlimited |
| Each additional 25 stakeholders | $150 per year | $125 per year | Not needed |
| Entities included | 1 | 1 | 1 |
| Each additional entity, up to 3 | $250 per year | $200 per year | $150 per year |
| Ledger users, including the owner | 3 | 5 | 10 |
| Entities included | 10 | 50 | 100 |
| Each additional entity | $200 per year | $150 per year | $130 per year |
| Stakeholders included, shared across entities | 250 | 1,000 | Unlimited |
| Each additional 25 stakeholders | $100 per year | $75 per year | Not needed |
| Ledger users, including the owner | 5 | 15 | 30 |
| Current cap table and fully diluted ownership | Included | Included | Included |
| Equity Timeline and charts | Included | Included | Included |
| SAFE notes and priced-round batch conversion | Included | Included | Included |
| Stock options and option pools (vesting, exercise) | Included | Included | Included |
| Restricted stock (reverse vesting) and warrants | Included | Included | Included |
| Financing round scenarios and exit waterfalls | Included | Included | Included |
| Saved financing and exit scenarios, per workspace | 10 | Unlimited | Unlimited |
| Scenario links, and cap table and scenario PDF export | Included | Included | Included |
| 409A & Professional Valuations | Access, priced separately | Access, priced separately | Access, priced separately |
| Share certificate generation | Included | Included | Included |
| QR status verification | Included | Included | Included |
| Certificate lifecycle (revoke, reissue, supersede) | Included | Included | Included |
| Share transfers register | Included | Included | Included |
| Equity Vault stakeholder portal | Included | Included | Included |
| Bulk certificate PDFs | Not included | Not included | Included |
| Branded certificate verification | Not included | Not included | Included |
| Structured minute book and registers | Included | Included | Included |
| Directors, officers and board members | Included | Included | Included |
| Bylaws and meeting minutes templates | Included | Included | Included |
| Custom Template Uploads & Template Builder | Not included | Included | Included |
| Send resolutions for e-signature | Included | Included | Included |
| Activity log | Included | Included | Included |
| Compliance reminders and tasks | Included | Included | Included |
| Consent and authorization automation | Included | Included | Included |
| Archive entities and view deleted ones | Included | Included | Included |
| Record Graph | Not included | Included | Included |
| Historical ownership and governance reconstruction | Not included | Included | Included |
| Historical date comparisons | Not included | Included | Included |
| Historical reconstruction exports | Not included | Included | Included |
| Compliance Dossier | Not included | Included | Included |
| Entity Relationships | Not included | Not included | Included |
| Structure Scenarios | Not included | Not included | Included |
| Corporate Oversight: what needs attention across your entities | Not included | Not included | Included |
| Corporate Intelligence Reports, scheduled weekly or monthly | Not included | Not included | Included |
| Consolidated Reporting, up to 25 entities in one report | Not included | Not included | Included |
| Word, PDF and CSV export | Included | Included | Included |
| Sign in with Google or Microsoft | Included | Included | Included |
| Two-factor authentication | Included | Included | Included |
| Role-based access controls | Not included | Included | Included |
| Support | Priority email | Priority email | |
Enterprise includes everything in IntelligenceBusiness, with contract-defined capacity, dedicated onboarding and custom commercial terms.
Show us how your companies and entities are set up, and we'll walk you through the plan that fits.