Fair Pricing. No Surprises.
Competitors charge $20/MB for "secure storage." We charge for the platform. Storage at actual cost. No per-document fees. No hidden charges.
Starter
Perfect for boutique advisors and smaller transactions.
- 1 concurrent deal
- Up to 10 participants per deal
- 10 GB storage included
- Request workflow
- Dynamic watermarking
- Full audit trail
- Email support
- AI matching
- SSO
Professional
For mid-market advisors running multiple transactions.
- 5 concurrent deals
- Unlimited participants
- 100 GB storage included
- Request workflow
- Dynamic watermarking
- Full audit trail
- AI matching
- Priority support
- SSO
Enterprise
For bulge bracket banks and large advisory firms.
- Unlimited concurrent deals
- Unlimited participants
- Unlimited storage
- Everything in Professional
- SSO / SAML integration
- Custom watermarks
- Dedicated support
- 99.99% SLA
- On-premise option
Additional Storage
Need more than your plan includes? Storage is priced at actual cost — no markups.
No per-document fees. No bandwidth charges. Just storage.
How We Compare
Real pricing on a 50GB deal with 100 participants.
Competitor pricing based on public rate cards as of February 2026. Your mileage may vary.
Frequently Asked Questions
What counts as a "concurrent deal"?
An active deal that hasn't been archived. Once a deal closes and you archive it, it no longer counts toward your limit. Archived deals remain accessible for audit purposes.
Is there a free trial?
Yes. 14 days, full Professional tier features, no credit card required. Run a real deal on us.
What happens if I exceed my storage limit?
We'll notify you and add the overage at $0.10/GB. No surprise charges — you'll see it before you're billed.
Can I upgrade or downgrade mid-cycle?
Upgrades are prorated immediately. Downgrades take effect at the next billing cycle. No penalties either way.
Do you offer annual billing?
Yes. Pay annually and save 15%. Enterprise customers can negotiate custom terms.
What's included in "priority support"?
4-hour response time during business hours, dedicated Slack channel, and access to our senior support engineers.
Ready to See the Difference?
14-day free trial. No credit card required. Full Professional features.