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Pricing

Straightforward pricing. No surprises.

Per user, upload-and-go. Same product at every tier, more usage as you grow. 14-day free trial on Starter and Growth. No credit card required.

a deal = one property underwritten end to end. Unused deal credits do not roll over.
Starter
$49/mo
per user · 5 deals/mo

For solo underwriters and small teams getting started with institutional-grade deal analysis.

  • 1-3 users per account
  • 5 deal credits per month
  • Upload-and-go model (same core product)
  • Excel model output: Revenue, OpEx, Summary
  • IC memo generation
  • Public comps search
  • Source-traced every number
  • Standard support
  • · Team deal rooms
  • · Version diff history
  • · Batch export
  • · API access
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14-day free trial · no credit card
Most popular
Growth
$99/mo
per user · 15 deals/mo

More deal capacity, same upload-and-go model. Built for active underwriting teams.

  • Up to 8 users per account
  • 15 deal credits per month
  • Everything in Starter
  • Excel model + comps tab with source citations
  • IC memo with full source attribution
  • Team deal rooms with role-based access
  • Version diff history
  • Batch export (up to 50 deals)
  • PDF investment package
  • Priority support
  • · Custom firm templates
  • · API access
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14-day free trial · no credit card
Enterprise
Custom
deal room only · bespoke build

Bespoke build to suit. Multi-tenant deal rooms, custom integrations, dedicated support. Not a free trial.

  • Unlimited users
  • Unlimited deals
  • Bespoke deal rooms built to suit
  • Custom firm templates
  • Custom integrations (ERP, CRM, BI)
  • API access for workflow automation
  • Full Excel model + IC memo + PDF export
  • Advanced role-based access control
  • Dedicated support and onboarding
  • Model and API costs, hosting, and monitoring included
  • Security review available
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Additional services

Training and custom agents.

Beyond the subscription. One-time training or custom-built agents for your firm's specific workflows.

AI Training Workshop
$1,500/ one-time
in-person · full team · one day

One full day, at your office, your entire team. No coding required. Covers the full deal pipeline: lead generation, marketing, underwriting, and diligence. Most AI training teaches prompting tricks. This teaches your team to build AI workflows that fit how your firm actually works.

  • Full deal pipeline covered
  • Lead generation and marketing workflows
  • Underwriting and diligence
  • IC memos and investor work
  • Asset management workflows
  • Your firm's standards built into the sessions
  • Source citation discipline included
  • Team deal room collaboration training
  • Solo operators and small teams welcome
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Recurring
Custom AI Agents
From $500/ agent / mo
recurring subscription · custom-built

Your AI employees. Built to your standards, running your workflows, no limits on what each agent handles. Custom-built and trained on your firm's standards.

  • Custom-built for your workflows
  • No limits on what each agent handles
  • Trained on your firm's standards
  • Screening, comps, and underwriting
  • IC memo generation
  • Asset management workflows
  • Institutional memory built in
  • Source citation discipline
  • Scale without adding headcount
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available with any tier · both include onboarding support
LIVE IN DAYS, NOT QUARTERS

Conversation to pilot to embedded.

01

Conversation

We sit with the team that owns the work and capture the rulebook: templates, standards, voice.

02

Pilot

A first pipeline against a real deliverable. Actual output on your data, not a demo.

03

Embedded

The agent runs inside your cadence. We stay on as the operator behind it and keep refining it with you.

01

Time saved

How much time does your team recover?

Enter your deal volume and analyst cost to estimate what Pursuit returns to you.

active deals your team screens and models each year
full-cycle: OM read, model build, comps pull, IC memo draft
salary + benefits + overhead, divided by working hours
Estimated annual impact
0 hrs
analyst hours recovered per year
$0
in analyst cost returned to productive work
0 deals
additional deals your team could screen in recovered time
estimate assumes Pursuit reduces a deal to about 30 minutes of analyst review
02

Compare plans

Feature comparison.

FeatureStarterGrowthEnterprise
Users per account1-3Up to 8Unlimited
Monthly deal credits515Unlimited
Upload-and-go model
Excel model output
IC memo generation
PDF investment package·
Comps tab in Excel·
Public comps search
Team deal rooms·
Version diff history·
Batch export·
Role-based access control·
Custom firm templates··
API access··
Dedicated onboarding··
Priority support·
Free trial14 days14 days·
03

Common questions

Common questions.

What counts as a deal in my monthly limit?+
One property underwritten end to end: documents in, model and memo out. Re-running the same property does not consume a second credit.
Is it per user or per team?+
Pricing is per user. Deal credits pool at the account level, so a 3-user Starter account has 15 credits to share.
What happens if I exceed my monthly deal limit?+
You can buy additional deal credits or upgrade. We never silently bill overages.
Is there a free trial?+
14 days on Starter and Growth, no credit card required. Enterprise engagements start with a scoped pilot instead.
What's the difference between Starter and Growth?+
Capacity and collaboration. Growth adds team deal rooms, version history, batch export, the comps tab, and the PDF package.
What does "bespoke build to suit" mean for Enterprise?+
We build your firm its own deal room: your templates, your assumptions, your integrations, your standards, and keep shaping it with you.
Can I switch plans later?+
Yes, up or down at any time. Changes take effect at the next billing cycle.
Can I add AI Training or Custom Agents to my subscription?+
Yes, both stack on any tier. The workshop is a one-time engagement. Custom agents are a monthly subscription per agent, scoped to your workflows.
What about data security?+
Your deals never train anyone's model and are not retained after processing. See the Security page for the six guardrails and our sub-processors.

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