Pricing
Flexible pricing that adapts to every stage of your AUM growth
Unify your firm’s investment research and due diligence in a single system - purpose-built for analysts, portfolio managers, CIOs, and all of the teams that support them.
Plus
Great for advanced research & those looking to leverage an even more powerful due diligence process.
$24
/user per month
Billed annually · Monthly plans start at $29/user per month
Data
Global Company Search
Advanced Search Filters
Usage
3 Folders
Unlimited Investments
Unlimited Memos
5 Teams
10 Pipelines
Features
Model Syncing
Multi-Factor Authentication
Role-Based Access Controls
Integrations
Extras
Access to Beta Feature Program
Pro
For growing teams & companies looking to tap dance through their due diligence process.
$80
/user per month
Billed annually · Monthly plans start at $100.00/user per month
Data
Everything in our Plus Plan
ETF/Fund Overviews
Usage
Everything in our Plus Plan
Unlimited Folders
Unlimited Teams
Unlimited Pipelines
Features
Everything in our Plus Plan
Workspace Usage Analytics
Extras
Everything in our Plus Plan
Guest Permissions
Enterprise
Tailored solutions for solving complex problems that are unique to you & and your business.
Contact Us
Custom pricing available
Billed annually · Monthly plans available upon request
Data
Everything in our Pro Plan
Premium Data Enrichment
Usage
Everything in our Pro Plan
Unlimited Workspaces
Unlimited Members
Features
Everything in our Pro Plan
Bulk Import & Export
Data Warehouse Sync (via Airbyte)
REST API
Webhooks
Custom OAuth 2.0 Integrations
Custom Data Feeds
Custom Notifications
Advanced Workspace Settings
Passkeys
SAML SSO
SCIM
Audit Logs
White Labeling
Extras
Everything in our Pro Plan
Private Slack Channels
Premium Support
Migration Assistance
White-Glove Onboarding (w/ Educational Materials)
Private Cloud Deployment
SLA Agreement
Feature Add-Ons
Level up your workspaces with feature add-ons
Enable feature-add ons to expand the functionality of your workspace.
Relations
$19/active seat/month · $180/active seat/year
Beta
Institutional relationship management & business intelligence features to enhance, elevate, and scale your existing investment research & due diligence.
In college?
A plan built for students & professors
Get up to 20% off our Pro Plan when you sign up using your .edu email address today.
Learn More
Frequently asked questions
Learn about commonly asked questions & answers to this solution for Countercyclical.
What role does Countercyclical play in the investment decision-making process?
Countercyclical equips analysts, investors, and strategists with the tools to uncover insights, validate theses, and model outcomes faster and with greater precision. Whether you're evaluating a company, sector, or strategy, our platform streamlines the research and due diligence process with institutional-grade tools.
How does a platform like Countercyclical differ from traditional due diligence workflow tools?
Why use Countercyclical instead of just relying on analyst reports or raw data?
Who is Countercyclical designed for?
Can I connect Countercyclical with my firm’s existing tech stack?
Is Countercyclical limited to investment use cases?
What’s the measurable benefit of using Countercyclical?
Real-time. Context-rich. All-in-one.
Start building your investments on Countercyclical today.
How We Compare
Solutions
Pricing
Flexible pricing that adapts to every stage of your AUM growth
Unify your firm’s investment research and due diligence in a single system - purpose-built for analysts, portfolio managers, CIOs, and all of the teams that support them.
Pricing
Plans to unify your entire investment research process.
Focus on your investments compounding, not your next bill.
14-Day Free Trial
Kick things off and test out the platform to see if it's a right fit for you.
$0.00
/user per month
No credit card required
Data
30+ Years of Historicals
Streamlined Market Data
Fundamentals
Basic Company Search (US-Based)
Macroeconomic Insights (US-Based)
SEC Filing Information
Usage
1 Workspace
2 Members
3 Investments
3 Valuations
3 Memos
1 Team
3 Assumptions
1 Pipeline
Features
Light & Dark Themes
Command Palette
Basic Data Enrichment
Real-Time Collaboration
Comments
Extras
Docs & Video Reference
Chat & Email Support
Pro
For growing teams & companies looking to tap dance through their due diligence process.
$80.00
/user per month
Billed annually · Monthly plans start at $100.00/user per month
Data
Everything in our Plus Plan
ETF/Fund Overviews
Usage
Everything in our Plus Plan
Unlimited Folders
Unlimited Teams
Unlimited Pipelines
Features
Everything in our Plus Plan
Workspace Usage Analytics
Extras
Everything in our Plus Plan
Guest Permissions
Plus
Great for advanced research & those looking to leverage an even more powerful due diligence process.
$24
/user per month
Billed annually · Monthly plans start at $29/user per month
Data
Global Company Search
Advanced Search Filters
Usage
3 Folders
Unlimited Investments
Unlimited Memos
5 Teams
10 Pipelines
Features
Model Syncing
Multi-Factor Authentication
Role-Based Access Controls
Integrations
Extras
Access to Beta Feature Program
Education
Built with students and professors in mind. Great for group projects and student organizations.
$65.00
/user per month
Billed annually · Monthly plans start at $75.00/user per month
Data
Everything in our Pro Plan
Usage
Everything in our Pro Plan
Features
Everything in our Pro Plan
Extras
Everything in our Pro Plan
Enterprise
Tailored solutions for solving complex problems that are unique to you & and your business.
Contact Us
Custom pricing available
Billed annually · Monthly plans available upon request
Data
Everything in our Pro Plan
Premium Data Enrichment
Usage
Everything in our Pro Plan
Unlimited Workspaces
Unlimited Members
Features
Everything in our Pro Plan
Bulk Import & Export
Data Warehouse Sync (via Airbyte)
REST API
Webhooks
Custom OAuth 2.0 Integrations
Custom Data Feeds
Custom Notifications
Advanced Workspace Settings
Passkeys
SAML SSO
SCIM
Audit Logs
White Labeling
Extras
Everything in our Pro Plan
Private Slack Channels
Premium Support
Migration Assistance
White-Glove Onboarding (w/ Educational Materials)
Private Cloud Deployment
SLA Agreement
In college?
A plan built for students & professors
Get up to 20% off our Pro Plan when you sign up using your .edu email address today.
Feature Add-Ons
Level up your workspaces with feature add-ons
Enable feature-add ons to expand the functionality of your workspace.
Relations
$19/active seat/month · $180/active seat/year
Beta
Institutional relationship management & business intelligence features to enhance, elevate, and scale your existing investment research & due diligence.
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.
Learn More
Frequently asked questions
Learn about commonly asked questions & answers to this solution for Countercyclical.
What role does Countercyclical play in the investment decision-making process?
Countercyclical equips analysts, investors, and strategists with the tools to uncover insights, validate theses, and model outcomes faster and with greater precision. Whether you're evaluating a company, sector, or strategy, our platform streamlines the research and due diligence process with institutional-grade tools.
How does a platform like Countercyclical differ from traditional due diligence workflow tools?
Why use Countercyclical instead of just relying on analyst reports or raw data?
Who is Countercyclical designed for?
Can I connect Countercyclical with my firm’s existing tech stack?
Is Countercyclical limited to investment use cases?
What’s the measurable benefit of using Countercyclical?
Real-time. Context-rich. All-in-one.
Start building your investments on Countercyclical today.
How We Compare
Solutions
Pricing
Plans to unify your entire investment research process.
Focus on your investments compounding, not your next bill.
14-Day Free Trial
Kick things off and test out the platform to see if it's a right fit for you.
$0.00
/user per month
No credit card required
Data
30+ Years of Historicals
Streamlined Market Data
Fundamentals
Basic Company Search (US-Based)
Macroeconomic Insights (US-Based)
SEC Filing Information
Usage
1 Workspace
2 Members
3 Investments
3 Valuations
3 Memos
1 Team
3 Assumptions
1 Pipeline
Features
Light & Dark Themes
Command Palette
Basic Data Enrichment
Real-Time Collaboration
Comments
Extras
Docs & Video Reference
Chat & Email Support
Pro
For growing teams & companies looking to tap dance through their due diligence process.
$80.00
/user per month
Billed annually · Monthly plans start at $100.00/user per month
Data
Everything in our Plus Plan
ETF/Fund Overviews
Usage
Everything in our Plus Plan
Unlimited Folders
Unlimited Teams
Unlimited Pipelines
Features
Everything in our Plus Plan
Workspace Usage Analytics
Extras
Everything in our Plus Plan
Guest Permissions
Plus
Great for advanced research & those looking to leverage an even more powerful due diligence process.
$24
/user per month
Billed annually · Monthly plans start at $29/user per month
Data
Global Company Search
Advanced Search Filters
Usage
3 Folders
Unlimited Investments
Unlimited Memos
5 Teams
10 Pipelines
Features
Model Syncing
Multi-Factor Authentication
Role-Based Access Controls
Integrations
Extras
Access to Beta Feature Program
Education
Built with students and professors in mind. Great for group projects and student organizations.
$65.00
/user per month
Billed annually · Monthly plans start at $75.00/user per month
Data
Everything in our Pro Plan
Usage
Everything in our Pro Plan
Features
Everything in our Pro Plan
Extras
Everything in our Pro Plan
Enterprise
Tailored solutions for solving complex problems that are unique to you & and your business.
Contact Us
Custom pricing available
Billed annually · Monthly plans available upon request
Data
Everything in our Pro Plan
Premium Data Enrichment
Usage
Everything in our Pro Plan
Unlimited Workspaces
Unlimited Members
Features
Everything in our Pro Plan
Bulk Import & Export
Data Warehouse Sync (via Airbyte)
REST API
Webhooks
Custom OAuth 2.0 Integrations
Custom Data Feeds
Custom Notifications
Advanced Workspace Settings
Passkeys
SAML SSO
SCIM
Audit Logs
White Labeling
Extras
Everything in our Pro Plan
Private Slack Channels
Premium Support
Migration Assistance
White-Glove Onboarding (w/ Educational Materials)
Private Cloud Deployment
SLA Agreement
In college?
A plan built for students & professors
Get up to 20% off our Pro Plan when you sign up using your .edu email address today.
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.
Learn More
Frequently asked questions
Learn about commonly asked questions & answers to this solution for Countercyclical.
What role does Countercyclical play in the investment decision-making process?
Countercyclical equips analysts, investors, and strategists with the tools to uncover insights, validate theses, and model outcomes faster and with greater precision. Whether you're evaluating a company, sector, or strategy, our platform streamlines the research and due diligence process with institutional-grade tools.
How does a platform like Countercyclical differ from traditional due diligence workflow tools?
Why use Countercyclical instead of just relying on analyst reports or raw data?
Who is Countercyclical designed for?
Can I connect Countercyclical with my firm’s existing tech stack?
Is Countercyclical limited to investment use cases?
What’s the measurable benefit of using Countercyclical?
Feature Add-Ons
Level up your workspaces with feature add-ons
Enable feature-add ons to expand the functionality of your workspace.
Relations
$19/active seat/month, or
$180/active seat/year
Institutional relationship management & business intelligence features to enhance, elevate, and scale your existing investment research & due diligence.
Beta
Pricing
Flexible pricing that adapts to every stage of your AUM growth
Unify your firm’s investment research and due diligence in a single system - purpose-built for analysts, portfolio managers, CIOs, and all of the teams that support them.
Real-time. Context-rich. All-in-one.
Start building your investments on Countercyclical today.