Pricing

Plans to unify your entire investment research process.

Focus on your investments compounding, not your next bill.

Free 30-Day Trial

Kick things off and test out the platform to see if it's a right fit for you.

$0.00

/seat per month

Usage

1 Workspace

2 Members

3 Investments

3 Valuations

3 Assumptions

1 Team

3 Memos

Features

Light & Dark Themes

Command Palette

Comments

Real-Time Collaboration

Extras

Docs & Video Reference

Chat & Email Support

Two-Factor Authentication

Pro

Most Popular

For growing teams & companies looking to tap dance through their due diligence process.

$80.00

/seat per month

Billed annually · Monthly plans start at $100.00/seat per month

Usage

Unlimited Workspaces

Unlimited Members

Unlimited Investments

Unlimited Valuations

Unlimited Assumptions

Unlimited Teams

Unlimited Memos

Unlimited Pipelines

Unlimited Templates

Features

Everything in the Free 14-Day Trial

Advanced Data Enrichment

Version History

Integrations

Import & Export

Permissions

Extras

Everything in the Free 14-Day Trial

Guest Permissions

Education

Built with students and professors in mind. Great for group projects and student organizations.

$65.00

/seat per month

Billed annually · Monthly plans start at $75.00/seat per month

Usage

Everything in our Pro Plan

Features

Everything in our Pro Plan (Excluding Integrations)

Extras

Everything in our Enterprise Plan (Excluding Advanced Workspace Settings and Custom Data Feeds)

Enterprise

Tailored solutions for solving complex problems that are unique to you & and your business.

Contact Us

Custom pricing available

Billed annually

Usage

Everything in our Pro Plan

Features

Everything in our Pro Plan

Premium Data Enrichment

White Labeling

Extras

Everything in our Pro Plan

SAML SSO & SCIM

Audit Logs

Advanced Workspace Settings

Premium Support

Custom Data Feeds

Migration Assistance

Referral Program

Earn 35% recurring on all paid referrals.

Partner with us in a network tailored for affiliates, investors, and resellers, and let's collaborate on driving mutual success through our combined efforts.

Real-time. Context-rich. All-in-one.

Real-time.
Context-rich.
All-in-one.

Start building your investments on Countercyclical today.