| 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, standard checklists, clause-level risk extraction |
+Pro-level AI, tuned per business unit |
Custom |
| Integrations |
PDF, DOCX export |
+ Full API access & VDR connector, MD, JSON export, Coming Soon Power BI connector |
+ Cross-portfolio API, custom integration build, white-label options |
| Security/governance |
Standard encryption, basic permissions, CSI (clean team) mode |
+ Audit logs, advanced permissioning |
+ SSO/SAML, custom data retention, regional data residency, dedicated infra (VPC/on-prem), full compliance sign-off |
| Support |
Priority email |
+AI care 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 reporting, fully custom, exec/LP-ready |
| Contract |
Self-serve, monthly or annual |
Annual preferred |
Multi-year, custom SOW |
| Map-Reduce Engine (Deep Scan) |
— |
Yes |
Yes |