Pricing
Power your investor servicing and growth
Scalable and straight-forward pricing that is based on your usage and needs
| ProFundraising | Pro +All-in-one | EnterpriseMarketplace | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Industry standard in investor fundraising and marketing for investment managers. | Complete solution for investment managers to service investors across the full lifecycle. | For fund administrators and investment marketplaces, launch and oversee complete manager accounts in your single account. | |||||||||||
$99/ User Seat / month
| Plus: $1,000/ mo $100/ Offering / mo | Custom | |||||||||||
| Get started | Get started | Get started | |||||||||||
Have less than $25 million? | |||||||||||||
| Fundraising | |||||||||||||
| Private Investment Marketplace | |||||||||||||
| Investor CRM | |||||||||||||
| Virtual Data Room | |||||||||||||
| Portal NDAs | |||||||||||||
| Secure Document Sharing | |||||||||||||
| Visibility Controls | |||||||||||||
| Customizable Offering Dashboards | |||||||||||||
| Actionable Intelligence | |||||||||||||
| Investor Onboarding | |||||||||||||
| Digital Subscriptions * | |||||||||||||
| Investor Passports | |||||||||||||
| Transaction Reviewers / Approvers | |||||||||||||
| KYC Matrices | |||||||||||||
| Risk Ratings | |||||||||||||
| AML Screenings * | |||||||||||||
| Wealth Check * | |||||||||||||
| Global Screening Hub * | |||||||||||||
| Investor Servicing | |||||||||||||
| Multi-Client Administration | |||||||||||||
| Investor Portal | |||||||||||||
| Advanced User Permissions | |||||||||||||
| Investor Document Distribution | |||||||||||||
| APIs and Uploads | |||||||||||||
| Investor Setup and Migration | |||||||||||||
| Aggregated Investor Data | |||||||||||||
| Capital Calls & Distributions | |||||||||||||
| Dynamic Dashboards | |||||||||||||
| Kickoff Workflows | |||||||||||||
| Investor Voting Campaigns | |||||||||||||
| Ongoing Investor Engagement | |||||||||||||
| Investor Passport Updates | |||||||||||||
| Investor Investment Preferences | |||||||||||||
| Additional Investments | |||||||||||||
| New Offerings | |||||||||||||
| Newsletters, Videos, Announcements | |||||||||||||
| Platform | |||||||||||||
| Platform Branding | |||||||||||||
| Email Branding | |||||||||||||
| Branded Login Pages | |||||||||||||
| Custom User Permissions | |||||||||||||
| Download Center | |||||||||||||
| Real-time Insights | |||||||||||||
| Customer Support | |||||||||||||
Pro
FundraisingIndustry standard in investor fundraising and marketing for investment managers.
$99
/ User Seat / month
Plus:
AUM
License
Pro +
All-in-oneComplete solution for investment managers to service investors across the full lifecycle.
Enterprise
MarketplaceFor fund administrators and investment marketplaces, launch and oversee complete manager accounts in your single account.
Custom
Get startedFundraising
Investor Onboarding
Investor Servicing
Ongoing Investor Engagement
Platform
* Premium modules based on usage that are accessible through your account. More information below.
Optional features, as you need
Digital Transactions
End-to-end digital subscription workflows with investor onboarding and straight-through-processing capabilities.
Learn more
Digitization Service
Our digitization lab takes care of digitizing your subscription documentation, converting them into a smart, online wizard that makes completion smart, easy and accurate.
Duplicate mappings across offerings are cloned for free.
$5,000
Per subscription / onboarding document
$500
Per add-on document
$100
Per redemption document
Free
Duplicate mappings
Transactions
Pay only for transactions that get submitted.
$99
per subscription / onboarding
$49
per add-on investment
$29
per redemption
Global Screening Hub
Complete, centralized workflows to screen and monitor investors without platform hopping.
Learn more
The power of standalone solution—in a complete solution
- Central hub for KYC, AML, verifications, risk ratings, IDV and more
- Automated statuses, approval workflows and periodic reviews
- Full audit trails
- Simple investor experience integrated with digital subscriptions and onboardings
- Two-way integrations with best-in-class platforms
- Set user visibility and controls for internal team members and collaborators
$0.50 — $3.00
per investor / month
Tiered based on number of investors
- Unlimited API calls
- No price markups
- Powered by best in class provider
$99
Per Internal User
Pay as you go
- No upfront commitments
- No ongoing platform fees
$100
Per verification
Dedicated Email Domain
Send emails from your email address on a dedicated IP.
Eleven Pro
Emails can be sent from your domain.
Eleven Enterprise
Tiered pricing for higher volumes.
$99
Per month
