Pricing

Simple, Transparent Pricing

Choose the plan that fits your needs. Cancel anytime.

Basic

For independent investment bankers

$99/month

Billed monthly

Unlimited company watchlist
Real-time SEC filing alerts
ROFR tracking & alerts
AI-powered analysis
Unlimited SEC filing searches
Comprehensive company profiles
Email & chat support
Export to Excel/CSV
2 years historical data

Professional

For active investment banking teams

$299/month

Billed monthly

Everything in Basic
API access
Custom alert rules
Priority support
5 team members

Enterprise

For large investment banks and institutions

Custom

Everything in Professional
Advanced API access
Unlimited team members
Custom integrations
Dedicated account manager
24/7 phone support
Custom reporting
SSO & advanced security
Training & onboarding
Unlimited historical data
White-label options

Compare All Features

Feature	Basic	Professional	Enterprise
Company Watchlist	Unlimited	Unlimited	Unlimited
ROFR Tracking
SEC Filing Searches	Unlimited	Unlimited	Unlimited
AI-Powered Analysis
Historical Data	2 years	2 years	Unlimited
API Access	-		Advanced
Custom Alert Rules	-
Export to Excel/CSV
Custom Integrations	-	-
Team Members	1	5	Unlimited
Support	Email & Chat	Priority	24/7 Phone
SSO	-	-
Dedicated Manager	-	-

Frequently Asked Questions

Can I switch plans later?

Yes, you can upgrade or downgrade your plan at any time. Changes will be reflected in your next billing cycle.

What payment methods do you accept?

We accept all major credit cards (Visa, Mastercard, Amex) and offer annual invoicing for Enterprise customers.

What's the difference between Basic and Professional?

Both plans include full platform access, AI analysis, and unlimited searches. Professional adds API access, custom alert rules, team seats, and priority support.

Do you offer discounts for annual billing?

Yes, annual billing comes with a 20% discount compared to monthly billing.

Still have questions?

Our team is here to help you find the perfect plan for your needs.