Pricing
Flexible pricing that adapts to every stage of your AUM growth
Unify your firm’s investment research and due diligence under a single, cohesive system. Purpose-built for analysts, portfolio managers, CIOs, and all of the teams that support them.
Get up to 20% off on annual plans.
Plus
For independent investors looking to streamline research, due diligence, and decision-making in a centralized workspace.
$35
/active seat per month
Billed annually · Monthly plans start at $49/active seat per month
Data
Global Company Search
Advanced Search Filters
Usage
Unlimited Investments
Unlimited Memos
5 Folders
5 Pipelines
2 Teams
Features
Real-Time Collaboration
Command Palette
Comments
Archive
Multi-Factor Authentication
Role-Based Access Controls
Excel & CSV Data Downloads (5 Year Historicals)
Model Syncing (5 Year Historicals)
Workspace Usage Analytics (Last 7 Days)
Third-Party Data Sources
Account Data Export
Extras
Light & Dark Themes
Access to Beta Feature Program
Pro
For growing teams that need deeper workflows, collaboration tools, and more scalable research & due diligence capabilities.
$125
/active seat per month
Billed annually · Monthly plans start at $149/active seat per month
Data
Everything in our Plus Plan
ETF/Fund Overviews
Global News
Usage
Everything in our Plus Plan
10 Folders
10 Pipelines
5 Teams
Features
Everything in our Plus Plan
Excel & CSV Data Downloads (10 Year Historicals)
Model Syncing (10 Year Historicals)
Workspace Usage Analytics (Last 30 Days)
Extras
Everything in our Plus Plan
Guest Permissions
Premium
For high-performing investment teams that require advanced analytics, automation, and institutional-grade infrastructure.
$395
/active seat per month
Billed annually · Monthly plans start at $499/active seat per month
Data
Everything in our Pro Plan
Premium Data Enrichment
Usage
Everything in our Pro Plan
Unlimited Folders
Unlimited Pipelines
Unlimited Teams
Features
Everything in our Plus Plan
Excel & CSV Data Downloads (30+ Year Historicals)
Model Syncing (30+ Year Historicals)
Workspace Usage Analytics (Multi-Year Rolling)
Workflow Automation
Data Warehouse Sync
REST API
Webhooks
Custom OAuth 2.0 Integrations
Extras
Everything in our Pro Plan
Feature Add-Ons
Level up your infrastructure with feature add-ons
Add specialized capabilities for relationship intelligence, compliance workflows, and AI-powered automation. Designed for teams that want advanced add-ons built for deeper diligence, operational oversight, and streamlined decision-making.
Relations
Beta
$39/active seat/month · $375/active seat/year
Institutional relationship management & business intelligence features to enhance, elevate, and scale your existing investment research & due diligence.
Email & Calendar Data Sources Available for Workspace Members
Partnership Plans
Plans curated for institutional partnerships
Tailored plans for universities and institutional firms with advanced operational, security, or deployment needs.
Education
Discounted for students, professors, and academic faculty. Great for student investment groups, class projects, and more.
25% Off All Paid Plans
/active seat
Starts at $35/active seat per month · University email required
Data
Everything in Respective Paid Plan
Usage
Everything in Respective Paid Plan
Features
Everything in Respective Paid Plan
Extras
Everything in Respective Paid Plan
Enterprise
For large firms requiring custom workflows, enhanced security, dedicated support, and enterprise-wide deployment.
Contact Us
Starts at $1,499/active seat/month
Billed annually · Monthly plans available upon request · 10 seat minimum
Data
Everything in our Premium Plan
Custom Data Feeds
Usage
Everything in our Premium Plan
Unlimited Workspaces
Unlimited Members
Features
Everything in our Premium Plan
MCP Integration / Connector
Type-Safe Developer SDKs
Custom Roles
Bulk Import & Export
Custom Notifications
Custom Subdomain Hosting
IP Allowlists
Authorized Login Controls
Session Duration & Logout Enforcement
Passkeys
SAML SSO
SCIM
Audit Logs
White-Labeled Themes
Extras
Everything in our Premium Plan
Private Slack Channels
Premium Support
Migration Assistance
White-Glove Onboarding (w/ Educational Materials)
Private Cloud Deployment
SLA Agreement
Learn More
Frequently asked questions
Learn about commonly asked questions & answers 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.
Get up to 20% off on annual plans.
Pricing
Plans to unify your entire investment research process.
Focus on your investments compounding, not your next bill.
Plus
For independent investors looking to streamline research, due diligence, and decision-making in a centralized workspace.
$35
/active seat per month
Billed annually · Monthly plans start at $49/active seat per month
Data
Global Company Search
Advanced Search Filters
Usage
Unlimited Investments
Unlimited Memos
5 Folders
5 Pipelines
2 Teams
Features
Real-Time Collaboration
Command Palette
Comments
Archive
Multi-Factor Authentication
Role-Based Access Controls
Excel & CSV Data Downloads (5 Year Historicals)
Model Syncing (5 Year Historicals)
Workspace Usage Analytics (Last 7 Days)
Third-Party Data Sources
Account Data Export
Extras
Light & Dark Themes
Access to Beta Feature Program
Pro
For growing teams that need deeper workflows, collaboration tools, and more scalable research & due diligence capabilities.
$125
/active seat per month
Billed annually · Monthly plans start at $149/active seat per month
Data
Everything in our Plus Plan
ETF/Fund Overviews
Global News
Usage
Everything in our Plus Plan
10 Folders
10 Pipelines
5 Teams
Features
Everything in our Plus Plan
Excel & CSV Data Downloads (10 Year Historicals)
Model Syncing (10 Year Historicals)
Workspace Usage Analytics (Last 30 Days)
Extras
Everything in our Plus Plan
Guest Permissions
Premium
For high-performing investment teams that require advanced analytics, automation, and institutional-grade infrastructure.
$395
/active seat per month
Billed annually · Monthly plans start at $499/active seat per month
Data
Everything in our Pro Plan
Premium Data Enrichment
Usage
Everything in our Pro Plan
Unlimited Folders
Unlimited Pipelines
Unlimited Teams
Features
Everything in our Plus Plan
Excel & CSV Data Downloads (30+ Year Historicals)
Model Syncing (30+ Year Historicals)
Workspace Usage Analytics (Multi-Year Rolling)
Workflow Automation
Data Warehouse Sync
REST API
Webhooks
Custom OAuth 2.0 Integrations
Extras
Everything in our Pro Plan
Feature Add-Ons
Level up your infrastructure with feature add-ons
Add specialized capabilities for relationship intelligence, compliance workflows, and AI-powered automation. Designed for teams that want advanced add-ons built for deeper diligence, operational oversight, and streamlined decision-making.
Relations
Beta
$39/active seat/month · $375/active seat/year
Institutional relationship management & business intelligence features to enhance, elevate, and scale your existing investment research & due diligence.
Email & Calendar Data Sources Available for Workspace Members
Lifecycles
Usage-Based
Coming Soon
Streamline compliance with ongoing monitoring tools for structuring your research lineage, DDQs, approvals, and audit-ready documentation with recurring oversight.
100 Credits Granted Monthly per Workspace · Additional Credits Available
Agents
Usage-Based
Coming Soon
Purpose-built AI agents for analysts, CIOs, and research teams—designed to automate analysis, surface niche insights, and help investment & due diligence teams move faster.
100 Credits Granted Monthly per Workspace · Additional Credits Available
Portfolios
Coming Soon
Performance monitoring & fund analysis for portfolio management, front office workflows, and custom reporting requirements. Perfect for those managing multiple separate accounts for their investors.
Enterprise Data Management Available for Workspace Members
Usage-Based Credits
Your AI-native control plane, powered by usage-based credits
Scale workflows and agentic research with flexible credits tied directly to your usage across your workspace.
Monthly Credits
250 Credits
500 Credits
1,000 Credits
2,500 Credits
5,000 Credits
10,000 Credits
25,000 Credits
50,000 Credits
100,000 Credits
100,001+ Credits
$49/month
$89/month
$159/month
$349/month
$649/month
$1,199/month
$2,699/month
$4,999/month
$8,999/month
$0.196/credit
$0.178/credit
$0.159/credit
$0.140/credit
$0.130/credit
$0.120/credit
$0.108/credit
$0.100/credit
$0.090/credit
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 14 14" xmlns="http://www.w3.org/2000/svg"><g d="M 0 0 L 14 0 L 14 14 L 0 14 Z M 6.999 1.167 C 7.496 1.167 7.972 1.365 8.322 1.716 L 8.729 2.123 C 8.86 2.254 9.037 2.327 9.222 2.327 L 9.805 2.327 C 10.836 2.327 11.672 3.163 11.672 4.194 L 11.672 4.777 C 11.672 4.961 11.745 5.139 11.874 5.269 L 12.281 5.676 C 12.633 6.026 12.831 6.502 12.832 6.999 C 12.832 7.495 12.634 7.971 12.282 8.322 L 11.875 8.729 C 11.745 8.86 11.672 9.037 11.672 9.222 L 11.672 9.805 C 11.672 10.836 10.836 11.672 9.805 11.672 L 9.222 11.672 C 9.037 11.672 8.861 11.745 8.73 11.874 L 8.323 12.281 C 7.973 12.634 7.497 12.832 7 12.832 C 6.503 12.832 6.027 12.634 5.677 12.283 L 5.27 11.875 C 5.139 11.745 4.961 11.672 4.777 11.672 L 4.193 11.672 C 3.162 11.672 2.327 10.836 2.327 9.805 L 2.327 9.222 C 2.326 9.038 2.254 8.861 2.124 8.73 L 1.717 8.323 C 1.365 7.973 1.167 7.497 1.167 7 C 1.166 6.504 1.364 6.027 1.716 5.677 L 2.123 5.27 C 2.253 5.139 2.326 4.962 2.327 4.777 L 2.327 4.194 L 2.33 4.087 C 2.386 3.099 3.204 2.327 4.193 2.327 L 4.777 2.327 C 4.961 2.327 5.137 2.254 5.268 2.124 L 5.676 1.717 C 6.026 1.365 6.502 1.167 6.999 1.167 M 8.452 7.577 C 7.968 7.577 7.577 7.969 7.577 8.452 C 7.577 8.935 7.968 9.327 8.452 9.327 C 8.935 9.327 9.327 8.935 9.327 8.452 C 9.327 7.969 8.935 7.577 8.452 7.577 M 9.156 4.831 C 8.928 4.603 8.559 4.603 8.331 4.831 L 4.831 8.331 C 4.61 8.56 4.613 8.924 4.838 9.149 C 5.063 9.374 5.427 9.377 5.656 9.156 L 9.156 5.656 C 9.383 5.428 9.383 5.059 9.156 4.831 M 5.535 4.66 C 5.052 4.66 4.66 5.052 4.66 5.535 C 4.66 6.018 5.052 6.41 5.535 6.41 C 6.018 6.41 6.41 6.018 6.41 5.535 C 6.41 5.052 6.018 4.66 5.535 4.66" fill="transparent" height="14px" id="cWYjLG_Rm" width="14px"><path d="M 0 0 L 14 0 L 14 14 L 0 14 Z" fill="transparent" height="14px" id="rT7i6bd2A" width="14px"/><path d="M 5.832 0 C 6.329 0 6.805 0.198 7.155 0.55 L 7.562 0.957 C 7.693 1.087 7.87 1.16 8.055 1.16 L 8.638 1.16 C 9.669 1.16 10.505 1.996 10.505 3.027 L 10.505 3.61 C 10.505 3.795 10.578 3.972 10.707 4.102 L 11.115 4.509 C 11.467 4.859 11.665 5.335 11.665 5.832 C 11.665 6.329 11.468 6.805 11.116 7.155 L 10.709 7.562 C 10.578 7.693 10.505 7.871 10.505 8.055 L 10.505 8.639 C 10.505 9.67 9.669 10.505 8.638 10.505 L 8.055 10.505 C 7.871 10.505 7.694 10.578 7.563 10.708 L 7.156 11.115 C 6.806 11.467 6.33 11.665 5.833 11.665 C 5.337 11.665 4.861 11.468 4.51 11.116 L 4.103 10.709 C 3.972 10.579 3.795 10.505 3.61 10.505 L 3.027 10.505 C 1.996 10.505 1.16 9.67 1.16 8.639 L 1.16 8.055 C 1.16 7.871 1.087 7.694 0.958 7.564 L 0.55 7.156 C 0.198 6.806 0 6.33 0 5.834 C 0 5.337 0.197 4.861 0.549 4.51 L 0.956 4.103 C 1.087 3.972 1.16 3.795 1.16 3.61 L 1.16 3.027 L 1.163 2.921 C 1.219 1.933 2.037 1.16 3.027 1.16 L 3.61 1.16 C 3.794 1.16 3.971 1.087 4.102 0.958 L 4.509 0.551 C 4.859 0.198 5.336 0 5.832 0 M 7.285 6.41 C 6.802 6.41 6.41 6.802 6.41 7.285 C 6.41 7.768 6.802 8.16 7.285 8.16 C 7.768 8.16 8.16 7.768 8.16 7.285 C 8.16 6.802 7.768 6.41 7.285 6.41 M 7.989 3.664 C 7.761 3.437 7.392 3.437 7.164 3.664 L 3.664 7.164 C 3.443 7.393 3.446 7.757 3.671 7.982 C 3.896 8.207 4.26 8.21 4.489 7.989 L 7.989 4.489 C 8.217 4.262 8.217 3.892 7.989 3.664 M 4.368 3.494 C 3.885 3.494 3.493 3.885 3.493 4.369 C 3.493 4.852 3.885 5.244 4.368 5.244 C 4.852 5.244 5.243 4.852 5.243 4.369 C 5.243 3.885 4.852 3.494 4.368 3.494" fill="rgb(56, 158, 13)" height="11.665225424043125px" id="exs441jhT" transform="translate(1.167 1.167)" width="11.664950843119493px"/></g></svg>)
Unused credits expire 12 months after purchase. Rollover & bonus credit provisions available for Enterprise customers on annual plans. Learn more in our docs and our Terms of Service
Partnership Plans
Plans curated for institutional partnerships
Tailored plans for universities and institutional firms with advanced operational, security, or deployment needs.
Education
Discounted for students, professors, and academic faculty. Great for student investment groups, class projects, and more.
25% Off All Paid Plans
/active seat
Starts at $35/active seat per month · University email required
Data
Everything in Respective Paid Plan
Usage
Everything in Respective Paid Plan
Features
Everything in Respective Paid Plan
Extras
Everything in Respective Paid Plan
Enterprise
For large firms requiring custom workflows, enhanced security, dedicated support, and enterprise-wide deployment.
Contact Us
Starts at $1,499/active seat/month
Billed annually · Monthly plans available upon request · 10 seat minimum
Data
Everything in our Premium Plan
Custom Data Feeds
Usage
Everything in our Premium Plan
Unlimited Workspaces
Unlimited Members
Features
Everything in our Premium Plan
MCP Integration / Connector
Type-Safe Developer SDKs
Custom Roles
Bulk Import & Export
Custom Notifications
Custom Subdomain Hosting
IP Allowlists
Authorized Login Controls
Session Duration & Logout Enforcement
Passkeys
SAML SSO
SCIM
Audit Logs
White-Labeled Themes
Extras
Everything in our Premium Plan
Private Slack Channels
Premium Support
Migration Assistance
White-Glove Onboarding (w/ Educational Materials)
Private Cloud Deployment
SLA Agreement
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 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.
Plus
For independent investors looking to streamline research, due diligence, and decision-making in a centralized workspace.
$35
/active seat per month
Billed annually · Monthly plans start at $49/active seat per month
Data
Global Company Search
Advanced Search Filters
Usage
Unlimited Investments
Unlimited Memos
5 Folders
5 Pipelines
2 Teams
Features
Real-Time Collaboration
Command Palette
Comments
Archive
Multi-Factor Authentication
Role-Based Access Controls
Excel & CSV Data Downloads (5 Year Historicals)
Model Syncing (5 Year Historicals)
Workspace Usage Analytics (Last 7 Days)
Third-Party Data Sources
Account Data Export
Extras
Light & Dark Themes
Access to Beta Feature Program
Pro
For growing teams that need deeper workflows, collaboration tools, and more scalable research & due diligence capabilities.
$125
/active seat per month
Billed annually · Monthly plans start at $149/active seat per month
Data
Everything in our Plus Plan
ETF/Fund Overviews
Global News
Usage
Everything in our Plus Plan
10 Folders
10 Pipelines
5 Teams
Features
Everything in our Plus Plan
Excel & CSV Data Downloads (10 Year Historicals)
Model Syncing (10 Year Historicals)
Workspace Usage Analytics (Last 30 Days)
Extras
Everything in our Plus Plan
Guest Permissions
Premium
For high-performing investment teams that require advanced analytics, automation, and institutional-grade infrastructure.
$395
/active seat per month
Billed annually · Monthly plans start at $499/active seat per month
Data
Everything in our Pro Plan
Premium Data Enrichment
Usage
Everything in our Pro Plan
Unlimited Folders
Unlimited Pipelines
Unlimited Teams
Features
Everything in our Plus Plan
Excel & CSV Data Downloads (30+ Year Historicals)
Model Syncing (30+ Year Historicals)
Workspace Usage Analytics (Multi-Year Rolling)
Workflow Automation
Data Warehouse Sync
REST API
Webhooks
Custom OAuth 2.0 Integrations
Extras
Everything in our Pro Plan
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 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?
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.
Get up to 20% off on annual plans.
Partnership Plans
Plans curated for institutional partnerships
Tailored plans for universities and institutional firms with advanced operational, security, or deployment needs.
Education
Discounted for students, professors, and academic faculty. Great for student investment groups, class projects, and more.
25% Off All Paid Plans
/active seat
Starts at $35/active seat per month · University email required
Data
Everything in Respective Paid Plan
Usage
Everything in Respective Paid Plan
Features
Everything in Respective Paid Plan
Extras
Everything in Respective Paid Plan
Enterprise
For large firms requiring custom workflows, enhanced security, dedicated support, and enterprise-wide deployment.
Contact Us
Starts at $1,499/active seat/month
Billed annually · Monthly plans available upon request · 10 seat minimum
Data
Everything in our Premium Plan
Custom Data Feeds
Usage
Everything in our Premium Plan
Unlimited Workspaces
Unlimited Members
Features
Everything in our Premium Plan
MCP Integration / Connector
Type-Safe Developer SDKs
Custom Roles
Bulk Import & Export
Custom Notifications
Custom Subdomain Hosting
IP Allowlists
Authorized Login Controls
Session Duration & Logout Enforcement
Passkeys
SAML SSO
SCIM
Audit Logs
White-Labeled Themes
Extras
Everything in our Premium 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 infrastructure with feature add-ons
Add specialized capabilities for relationship intelligence, compliance workflows, and AI-powered automation. Designed for teams that want advanced add-ons built for deeper diligence, operational oversight, and streamlined decision-making.
Relations
Beta
$39/active seat/month · $375/active seat/year
Institutional relationship management & business intelligence features to enhance, elevate, and scale your existing investment research & due diligence.
Email & Calendar Data Sources Available for Workspace Members
Lifecycles
Usage-Based
Coming Soon
Streamline compliance with ongoing monitoring tools for structuring your research lineage, DDQs, approvals, and audit-ready documentation with recurring oversight.
100 Credits Granted Monthly per Workspace · Additional Credits Available
Agents
Usage-Based
Coming Soon
Purpose-built AI agents for analysts, CIOs, and research teams—designed to automate analysis, surface niche insights, and help investment & due diligence teams move faster.
100 Credits Granted Monthly per Workspace · Additional Credits Available
Portfolios
Coming Soon
Performance monitoring & fund analysis for portfolio management, front office workflows, and custom reporting requirements. Perfect for those managing multiple separate accounts for their investors.
Enterprise Data Management Available for Workspace Members
Usage-Based Credits
Your AI-native control plane, powered by usage-based credits
Scale workflows and agentic research with flexible credits tied directly to your usage across your workspace.
Monthly Credits
250 Credits
500 Credits
1,000 Credits
2,500 Credits
5,000 Credits
10,000 Credits
25,000 Credits
50,000 Credits
100,000 Credits
100,001+ Credits
$49/month
$89/month
$159/month
$349/month
$649/month
$1,199/month
$2,699/month
$4,999/month
$8,999/month
$0.196/credit
$0.178/credit
$0.159/credit
$0.140/credit
$0.130/credit
$0.120/credit
$0.108/credit
$0.100/credit
$0.090/credit
Unused credits expire 12 months after purchase. Rollover & bonus credit provisions available for Enterprise customers on annual plans. Learn more in our docs and our Terms of Service
Real-time. Context-rich. All-in-one.
Start building your investments on Countercyclical today.