Choose Your Preferred Plan

Starter gives you financial planning, KPI tracking, team tools, and Eli AI (50 queries/mo). Founder adds unlimited AI assistants, GTM pipeline, fundraising pipeline, cap table management, investor relations, and priority support.

No. Both plans include unlimited team members. Flat rate, no per-seat charges.

We'll email you before it ends. If you don't pick a plan, your account becomes read-only. No surprise charges.

Yes. Upload your Carta XLSX export (Detailed + Securities ledgers) and we'll import shareholders, share classes, certificates, SAFEs, options, vesting schedules, and funding rounds. The whole thing takes about 2 minutes.

Think of it as a CRM built specifically for fundraising. Import your investor list, create outreach sequences, work a daily task queue, and track every investor through a 10-stage pipeline from Prospect to Funded.

Yes. Eli can consult Milo about pipeline health when analyzing runway, and Milo can check with Eli about financial context when prioritizing deals. They share insights automatically — if revenue drops significantly, Milo gets flagged to focus on closing.

There isn't one. Two plans, clear pricing, no hidden fees. Just software at a fair price.

Yes, anytime. You'll get immediate access to GTM tools, fundraising pipeline, cap table, investor portal, and unlimited AI. We'll prorate your billing.