Priced to clear your compliance review — not your runway.
Every plan ships with the full pipeline: classification, gating, signed-link delivery, and the 17a-4-shaped audit log. Tiers vary only by fund count, session volume, and the depth of compliance tooling your team needs.
For the GP running a single fund and one IR channel.
- 1 fund · single legal entity
- 250 verified investor sessions / mo
- Full 5-step pipeline
- 7-year audit retention · cold archive
- Parallel Markets verification
- Email support · 24-hour response
For multi-fund managers with a compliance officer who reads the log.
- Up to 5 funds · one firm
- 2,500 verified investor sessions / mo
- SSO · SAML 2.0 and OIDC
- Compliance officer dashboard
- Subprocessor list export · SOC 2 report
- Priority support · 4-hour SLA
- Custom refusal templates · brand voice
For platforms, fund-of-funds, and anyone with a VPC requirement.
- Unlimited funds and entities
- Custom session volume
- VPC / single-tenant deployment
- Custom DPA, BAA, MSA, exhibits
- Custom audit retention beyond 7 years
- Dedicated solutions engineer · named CSM
- 99.95% uptime SLA · 1-hour incident response
What ships with every plan — including the trial.
Compliance baselineThe cost of not being compliant is a four-comma number.
SEC examinations of private fund IR communications have risen sharply since the 2024 Marketing Rule amendments. A single restated PPM disclosure, mishandled testimonial, or off-platform LP communication can cost more than a multi-year Dalphe contract.
The questions every fund's CFO asks before signing.
How do you count a “verified investor session”?
One session = one continuous conversation by one verified accredited investor on one device within a 24-hour window. Public anonymous browsing does not count. Refused or gated-but-unverified attempts do not count.
What happens if we exceed our session quota?
Nothing breaks. Overages bill at $4.80 / session on Founding and $1.36 / session on Growth, posted on the next invoice. You can set a hard cap in the dashboard if your finance team prefers — additional sessions then queue for the following month.
Can we self-host or run in our VPC?
VPC and single-tenant deployments are Enterprise-only. We support AWS, Azure, and GCP. Model calls route through Bedrock or Azure OpenAI to keep prompts inside your tenancy.
Do you sign our paper or only your own?
Founding and Growth ship with our standard MSA, DPA, and acceptable-use exhibit — we accept light redlines. Enterprise contracts are fully negotiated, including BAA, model addenda, named-region commitments, and custom retention clauses.
What about the SOC 2 report and subprocessor list?
SOC 2 Type II is available under NDA — request via your account, sent same day. Subprocessor list is public, versioned, and you are notified 30 days before any change.
What happens to our audit log if we cancel?
It remains yours. On cancellation you can export the full WORM log. We retain a sealed copy in cold storage through the original 7-year retention window — required by 17a-4 — but it is read-only and you control further access.
Pick a tier. Or skip the pricing page and just try it.
The trial is the full Growth plan, no card required. If by day 30 you haven't filed your first compliance review with the audit log attached, we'll refund the conversation we never had.