Pricing

Simple, Transparent Pricing

Choose the plan that fits your portfolio. All plans include core intelligence features.

🎉 Private Beta Users: Get 6 months free Pro tier + lifetime 50% discount on any plan after public launch (March 2026)

Free

Perfect for testing

$0/month
  • 10 documents
  • Basic property tracking
  • Document vault
  • Limited AI queries (10/month)
Get Started
Most Popular

Pro

For serious owners

$19/month

Or $190/year (save 17%)

  • Unlimited documents
  • Full 109-metric intelligence
  • Unlimited AI Copilot queries
  • Automated alerts & notifications
  • Cost benchmarking
  • Monthly digest reports
  • Email support
Start Free Trial

Launching March 2026

Portfolio

For growing portfolios

$49/month

Or $490/year (save 17%)

Everything in Pro, plus:

  • Manager scorecards
  • Advanced financial modeling
  • Custom reporting & exports
  • Multi-property roll-ups
  • Priority support
  • Quarterly strategy calls
Join Waitlist

Launching Q2 2026

Enterprise

For institutions

$199/month

Custom pricing available

Everything in Portfolio, plus:

  • White-label options
  • API access for integrations
  • Dedicated support engineer
  • Custom integrations
  • SLA guarantees
  • SSO / SAML support
Contact Sales

Launching Q2 2026

Pricing FAQs

What's included in the beta?

The private beta (Nov 2025 - Jan 2026) is completely free. Beta users get unlimited properties but are limited to 10 total document uploads. After public launch, beta users automatically receive 6 months of Pro tier free, plus a lifetime 50% discount on any paid plan.

Can I change plans later?

Yes. You can upgrade or downgrade at any time. Upgrades take effect immediately. Downgrades take effect at the end of your current billing period. If you downgrade from unlimited documents to a lower tier, you'll need to delete documents to meet the new limit.

What payment methods do you accept?

We accept all major credit cards (Visa, Mastercard, American Express, Discover) via Stripe. Enterprise customers can pay via invoice (annual plans only).

Is there a free trial?

The Free tier is available forever with no credit card required. For Pro, Portfolio, and Enterprise tiers, we offer a 14-day free trial (launching March 2026). Beta users get 6 months of Pro free, which is better than any trial.

What happens if I cancel?

You can cancel anytime. Your access continues until the end of your current billing period. After cancellation:

  • You'll be downgraded to the Free tier (10 document limit)
  • You'll need to delete documents to meet the Free tier limit
  • AI Copilot and advanced features will be disabled
  • Your data remains accessible—we never delete it unless you request deletion
  • You can re-subscribe anytime to regain full access

Do you offer refunds?

We offer a 30-day money-back guarantee for annual plans. Monthly plans are non-refundable, but you can cancel anytime and won't be charged for the next month.

How does the beta discount work?

Beta participants (Nov 2025 - Jan 2026) receive exclusive pricing:

  • 6 months free Pro (activates automatically at public launch in March 2026)
  • Lifetime 50% discount applied when you first subscribe to any paid plan
  • Discount applies to all future plan changes (e.g., upgrade from Pro to Portfolio)
  • Discount is permanent as long as you remain a paying customer

Example: Pro tier at $9.50/month instead of $19/month, forever.

Ready to Get Started?

Join the private beta and lock in lifetime 50% discount + 6 months free Pro tier. Limited to 20 users.