| Suitable for |
Solo advisors, boutique M&A shops, search funds, small PE |
Lower-mid-market PE, corp dev teams |
Multi-partner PE firms, large PE funds, IBs, corporate M&A groups |
| Concurrent active deals |
5 |
15 |
Unlimited |
| Document uploads / month |
800 |
1,200 |
Unlimited |
| AI capability |
Doc Q&A, summarization, clause-level risk extraction, 25 Deep Scans/month |
+ Unmetered Map-Reduce Deep Scan engine |
Custom |
| Integrations |
Document-screening API & MCP agent access, PDF, DOCX export |
+ Full API access, MD, JSON export |
+ Cross-portfolio API, custom integration build |
| Security/governance |
Standard encryption, basic permissions |
+ Audit logs, advanced permissioning |
+ Custom data retention |
| Clean Rooms |
Add-on, $499/mo or $4,990/yr |
Add-on, $499/mo or $4,990/yr |
Custom |
| Support |
Priority email |
+ Kai AI agent |
+ White-glove onboarding, live-deal support, named deal-team support, SLA-backed |
| Reporting |
PDF & DOCX report downloads |
Audit logs, PDF/DOCX/MD/JSON exports |
Cross-portfolio risk reporting via API |
| Contract |
Self-serve, monthly or annual |
Annual preferred |
Multi-year, custom SOW |
| Map-Reduce Engine (Deep Scan) |
25 / month |
Unmetered |
Unmetered |