Simple, transparent pricing.
One base platform fee plus a per-user fee. Every module is included, deployed isolated on your own database, white-labeled to your firm. No per-feature upsells, no surprise tiers. Estimate your monthly total below.
Estimate your monthly total.
Choose your number of Authorized Users, your commitment, and your rate set. The estimate updates instantly.
Authorized Users are the named people with access to your instance.
base $199 + 5 users × $99 = $694
Month to month, no commitment discount
- One-time setup
- $1,000
- Effective annual
- $4,188
Estimate only. Final pricing is set in your agreement. Taxes extra.
Be one of the first, and lock it in.
Founding customers join early and keep founding rates for as long as the subscription stays continuously active. The same all-in platform, at the lowest price we offer.
Founding rates are limited to the platform's first customers. Once a founding spot is taken, that rate is rate-locked for that customer while they remain continuously subscribed.
Every module is included.
The price you estimate is the whole platform. No per-feature licensing, no premium intelligence tier, no extra charge for isolation.
Baseline modules
- CRM, purpose-built for advisory
- Engagements and CAB
- Finance and billing
- Competitive intelligence
- Connectors
- Foundry, the AI ops brain
- White-label and custom domain
Dedicated and isolated
- Your own cloud project
- Your own dedicated database
- No co-mingled multi-tenant data
- Your brand, your domain
Isolation is included, not a premium add-on. Read more on Security.
Service and support
- 2 hours of development each month, included
- Onboarding and data migration support
- Versioned platform updates
- Additional development at $150/hr or by SOW
The included development allowance is 2 hours per month and does not carry over.
The fine print
Billing is monthly in advance. Payment is due on receipt, Net 7.
Adding Authorized Users raises the monthly fee on the next billing cycle. Reductions take effect at renewal.
Commitment discounts require maintaining the chosen term. Month to month carries no discount, 6 month is 10% off, and 12 month is 20% off.
The one-time setup fee is waived with a 12 month commitment.
The included development allowance is 2 hours per month and does not accumulate. Additional development is $150 per hour or scoped by SOW.
Taxes are not included and are billed in addition to the fees shown.
Each customer runs on a dedicated, isolated environment with its own database. There is no co-mingled multi-tenant database.
Figures from the calculator are estimates. Final pricing is governed by your signed agreement. See Security and Privacy.
Ready to see it on your operation?
Book a walkthrough and we will tailor pricing to your advisory or security practice, including founding-customer rates while they last.