Pricing
Plans built for solo operators up to enterprise teams
Start free, upgrade as you grow. All plans include core CRM features.
Free
Get started with the basics
- 5 active deals
- 100 contacts
- Dashboard & tasks
- No credit card required
Standard
For solo operators getting organized
- 25 active deals
- 500 contacts
- Gmail sync
- AI chatbot access
Professional
Unlimited AI for growing teams
- 200 active deals
- 5,000 contacts
- Unlimited AI tokens
- SMS number included
- 5 team collaborators
Compare plans in detail
See exactly what you get with each plan.
Dashboard Analytics
Real-time insights into your capital raising performance. Track investor engagem...
Manual Tasks
Create, assign, and track tasks for your team. Set due dates, priorities, and li...
Active Deals
The number of deals you can have actively fundraising at any given time. Active ...
Total Deals
The total number of deals you can create in your account, including completed an...
Contacts
Total investor contacts you can store in your CRM. Each contact includes full pr...
Loans
Track private loans with payment schedules, interest calculations, and investor ...
Documents
Generate and send documents for e-signature. Includes subscription agreements, P...
Team Collaborators
Invite team members to collaborate on deals, contacts, and tasks. Each collabora...
Contact Meetings
Schedule and track meetings with investors. Sync with your calendar, send invite...
Contact Segments
Create dynamic investor segments based on preferences, investment history, locat...
Automation Workflows
Build automated investor outreach with conditional logic, wait steps, and A/B te...
Landing Pages
Create beautiful, conversion-optimized landing pages for your deals. Capture inv...
Gmail Sync
Connect your Gmail account to send and track emails directly from Fund Flow. All...
Email Open Tracking
Know when investors open your emails. Get real-time notifications and see open r...
Email Click Tracking
Track which links investors click in your emails. Understand what content resona...
SMS Number Included
Get a dedicated business phone number for SMS communications. Send texts, receiv...
Email Templates
Create reusable email templates with merge fields for personalization. Build a l...
AI Chatbot
Your intelligent assistant for Fund Flow. Ask questions, get help with tasks, an...
AI Pitch Decks
Generate professional pitch decks from your deal data with one click. AI creates...
AI Landing Pages
Create stunning deal landing pages with AI. Describe your deal and watch as AI g...
Monthly AI Tokens
AI tokens power all AI features. Pitch decks use ~20 tokens, landing pages ~5 to...
Priority Support
Jump to the front of the support queue with priority response times. Get help fa...
Dedicated Support
Get a dedicated account manager who knows your business. Direct line access, pro...
Pricing questions
Is there a free trial?
Yes! The Free plan is yours forever with no credit card required. It includes 5 active deals, 100 contacts, and core CRM features. Upgrade anytime when you need more capacity.
Can I cancel anytime?
Absolutely. There are no contracts or cancellation fees. You can downgrade to the Free plan at any time and keep all your data.
What payment methods do you accept?
We accept all major credit cards (Visa, Mastercard, American Express) processed securely through Stripe.
What happens when I hit a plan limit?
You'll receive a notification before you reach your limit. You can upgrade your plan at any time to unlock more capacity. Existing data is never deleted if you exceed a limit.
Do you offer annual billing?
Not yet, but annual billing with a discount is coming soon. Currently all plans are billed monthly.
Can I switch plans at any time?
Yes. Upgrades take effect immediately with prorated billing. Downgrades take effect at the end of your current billing cycle.
Still have questions? Contact us