Priced per portfolio, not per seat.
Every plan includes the full platform — connectors, the semantic layer, and governed MCP access. We scope to your entities and sources, so tell us about yours and we'll tailor a number.
Starter
For a single holdco finding its feet.
- Up to 3 entities
- All 14 live connectors
- Semantic views + AI context
- 1 scoped MCP key
- Email support
Portfolio
For active portfolios and operating partners.
- Up to 15 entities
- Delegated setup links
- Scoped MCP keys + audit log
- Cross-entity consolidation
- Priority support
Enterprise
For funds and large holding companies.
- Unlimited entities
- SSO + custom DPA
- Dedicated support + SLA
- Custom connectors
- Single-tenant option
Point your agents at data they can trust.
Spin up a workspace, send your first setup link, and ask your portfolio a question in plain language.