Pricing
Pick your skills. Priced by the run.
Each plan includes seats and a monthly run allotment sized for a typical deal team. Beyond the allotment, runs bill at the listed per-run rate, shown before you cross it. Every plan runs the same skills and the same source discipline. Your first skill run is free, no credit card.
For the one workflow you run constantly. Pick any single skill from the library and run it to your firm's standards.
- → Any 1 skill from the library
- → 1 seat
- → 100 runs per month, then $5/run
- → Every number cited to its source or flagged
- → Your firm's labels, formats and name on every export
- → Your Excel template as the structure of a companion model: tabs, labels, formats
- → Public comps search where the skill uses it
- → Standard support, by email, answered in one business day
Three skills for the work your team runs most. Screen, underwrite, memo, comps, abstract: pick any three, across the whole desk.
- → Any 3 skills from the library
- → 5 seats
- → 400 runs per month, total across the team (not per seat), then $4/run
- → Everything in Analyst
- → Mix and match across the desk
- → Priority support: same-day response, plus onboarding calls
Every skill on the desk, for teams whose work spans the whole pipeline. Priced to your volume.
- → Every skill in the library
- → Everything in Desk
- → Volume run pricing, sized to your deal flow
- → New skills included as they ship
- → Priority support: same-day response, plus onboarding calls
On the roadmap
Coming, not here yet.
These are on the roadmap. They are not part of any current plan and are not billed today. We list them so you know what is coming and what is not here yet.
Batch export
Up to 50 deals exported in one pass.
Version diff history
See exactly what changed between model versions.
Per-room permissions
Team workspaces are live today: a deal assigned to a team is visible to every member. On the roadmap: per-room roles that narrow who can see and change what.
PDF investment package
A client-ready one-pager as a designed PDF. Your firm's name and your uploaded mark already carry on the workbook, the deliverable page and the Word file; the designed PDF is what is not built.
Want one of these sooner? Tell us on the access form and we will factor it into the roadmap.
Training & custom work
Two things we do beyond the plans.
These are services, separate from the self-serve skill plans above: a one-time in-person training day, or a skill built to your exact specifications.
A full day on site, anywhere in the USA, for your whole team. Lead generation, marketing, underwriting and diligence, building workflows against your own files.
- → Full day, on-site, your whole team
- → Anywhere in the USA
- → Full deal pipeline: lead gen, marketing, underwriting, diligence
- → Investment Committee memos and investor work
- → Your firm's standards built into the sessions
- → Source citation discipline included
- → Solo operators and small teams welcome
$2,000 per skill, one time. Once live it meters like any other skill.
- → $2,000 per skill, one-time build
- → Scoped to your workflow
- → Built on your firm's standards
- → Runs metered like any other skill
- → Source citation discipline built in
- → Every output ends in your review
THE AGENT DESK
Thirty-one agents. One desk.
Screener to sell-side contracts, every output cited, nothing auto-final. Each agent lists what it runs and the hours it hands back.
Conversation to pilot to embedded.
Conversation
We sit with the team that owns the work and capture the rulebook: templates, standards, voice.
Pilot
A first pipeline against a real deliverable. Actual output on your data, not a demo.
Embedded
The agent runs inside your cadence. We stay on as the operator behind it and keep refining it with you.
Time saved
How much time does your team recover?
Enter your deal volume and analyst cost to estimate what the skills return to your team. Generic estimate on a sample deal.
Compare plans
Feature comparison.
| Feature | Analyst | Desk | Institutional |
|---|---|---|---|
| Monthly price | $450 | $1,650 | Custom |
| Seats | 1 | 5 | Custom |
| Skills from the library | Any 1 | Any 3 | Every skill |
| Included skill runs / mo | 100 | 400 | Volume |
| Per run beyond the allotment | $5 | $4 | Volume pricing |
| Every number cited or flagged | ✓ | ✓ | ✓ |
| Your firm's labels, formats and name on every export | ✓ | ✓ | ✓ |
| Public comps search (where the skill uses it) | ✓ | ✓ | ✓ |
| Mix and match across the desk | · | ✓ | ✓ |
| New skills included as they ship | · | · | ✓ |
| Support | Standard · email, 1-day | Priority · same-day + onboarding | Priority · same-day + onboarding |
| Free trial | First run free | First run free | First run free |
Common questions