Pricing
SaaS board workflow for companies and portfolios.
Free and Premium help SaaS operators ship board-ready metric packs with calculators, Q&A, and benchmarks. Investor / Portfolio is custom-priced for PE, VC, and family offices standardizing reporting across many portcos.
| Feature | Free | Premium | Investor / Portfolio |
|---|---|---|---|
| Board-ready metric packs | 1 pack, 100 recipients, hashed magic links | Unlimited packs, watermarked PDF, white-label viewer | Unlimited portco books, firm-branded delivery, portfolio linkage |
| Decisions Requested editor | Structured asks on your free book | Structured asks on every period with per-recipient delivery | Standardized templates + structured asks across portfolio |
| Pre-board Q&A & readiness | - | Per-book Q&A threads and readiness on your company book | Portfolio Q&A and reporting-readiness dashboard |
| Appendix / Downloads attachments | - | PDF, CSV, Excel, or image attachments per period (25 MB · 10 files) | Same per portco book |
| Company / firm logo on board packs | - | Upload PNG/SVG; appears on cover and PDF watermark | Firm workspace branding on portco books |
| Secure document room | - | Private folders with signed download URLs | Per portco (company workspace) |
| Calculator education | Formula, worked example, and FAQ on every metric page | Same + cohort context when benchmarks are available | SaaS metric-native workflow for every portco |
| AI board narrative | - | AI narrative assistant grounded in your snapshot numbers | AI board-prep summaries on linked books |
| CSV bulk import | - | Long-format CSV import for current-period metric inputs | Portco teams import; firm monitors readiness |
| Stripe / QuickBooks / HubSpot sync | - | Coming soon — CSV import covers current-period metrics today | Portco Premium sync; firm portfolio view |
| Cohort benchmarks | Directional reference band | p25 / p50 / p75 by stage, ARR, ACV, GTM motion when samples allow | Internal portfolio cohort + anonymized CACulator.io network (sample-gated) |
| Operating-partner follow-ups | - | - | Track open items and completion per portco |
| Calculators | 15 core metrics + Runway | All 19 metrics incl. sales/RevOps suite | Portco operators use full calculator suite |
| Saved scenarios | Up to 25 | Unlimited | Per portco workspace |
| Team seats | 1 | Up to 3 | Firm roles: owner, admin, operating partner, viewer |
| Price | $0 | $29/mo or $279/yr (self-serve) | Custom pricing — contact sales |
Questions about Premium, board packs, or portfolio pricing? Contact us, request an investor demo, or open workspace support if you are signed in.