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, visibly, never as a surprise. Every plan runs the same engine 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 assumptions, format, and branding
- → Your Excel template as the model structure — tabs, labels, formats
- → Public comps search where the skill uses it
- → Standard support — email, 1-business-day response
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 + 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
- → Zero-data-retention model routing
- → New skills included as they ship
- → Priority support — same-day response + onboarding calls
Every plan includes seats and a monthly run allotment sized for a typical deal team. Runs beyond the allotment bill at the plan's listed per-run rate, shown before you exceed it, never as a surprise. Institutional volume is priced to your deal flow.
On the roadmap
Coming, not here yet.
These are planned. 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 live yet.
Batch export
Up to 50 deals exported in one pass.
Version diff history
See exactly what changed between model versions.
Team deal rooms
Shared rooms with role-based access for the team.
PDF investment package
A branded, client-ready one-pager.
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 training session for your team, anywhere in the USA. No coding required. Covers the full deal pipeline — lead generation, marketing, underwriting, and diligence — teaching your team to build AI workflows that fit how your firm actually works.
- → 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, built to your specifications. We scope it to your workflow and your firm's standards; once it's live it runs metered, exactly like any other skill in the library — every output ending in your review.
- → $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
Twenty-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 for demonstration — not actual results.
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 assumptions, format, and branding | ✓ | ✓ | ✓ |
| Public comps search (where the skill uses it) | ✓ | ✓ | ✓ |
| Mix and match across the desk | · | ✓ | ✓ |
| New skills included as they ship | · | · | ✓ |
| Zero-data-retention model routing | · | · | ✓ |
| 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