Plans that scale with your portfolio
Pricing based on portfolio size and assessment volume. All plans include full platform access, due diligence capabilities, and dedicated support.
Emerging
For new funds
Early-stage funds building their first portfolio with hands-on founder support
- Portfolio heat map & monitoring
- R³ assessments for portfolio + diligence
- Sales Hire Readiness Index (SHRI)
- Company deep dives & action plans
Growth
For scaling funds
Established funds with active portfolio support and regular deployment
- Everything in Emerging
- Increased assessment volume
- Cohort benchmarking & analytics
- Quarterly portfolio reviews
- LP reporting templates
Enterprise
For large portfolios
Multi-fund managers, accelerators, and CVCs with 40+ companies
- Everything in Growth
- Unlimited assessments
- Multi-fund / multi-team views
- Custom integrations & API access
- Dedicated account manager
Built For
Funds that take portfolio support seriously
Pre-Seed & Seed Funds
See which portfolio companies are building sales infrastructure correctly before they burn runway on failed hires.
Accelerators
Run R³ assessments across every cohort. Benchmark progress. Give founders structured sales support at scale.
Corporate Venture Arms
Demonstrate portfolio support ROI to leadership. Track sales maturity improvement over time with hard data.
All Plans Include
Full platform access from day one
No feature gating. Every tier gets the complete Fund Dashboard experience.
Portfolio Heat Map
Visual overview across all 15 sales dimensions
R³ Assessment Engine
21-dimension diagnostic for portfolio + due diligence
Sales Hire Readiness Index
Know who's ready for an AE — and who isn't
Company Deep Dives
Revenue outlook, gaps, and recommended actions
Due Diligence Mode
Pre-investment revenue predictability analysis
Revenue Architect Pathway
Connect struggling companies to structured support
Common Questions
What funds ask before getting started
How is pricing determined?
Pricing is based on portfolio size and annual assessment volume. We'll scope the right plan based on your current portfolio and deployment pace during our initial call.
Can I start with a pilot?
Yes. Most funds start with a paid pilot — typically 5–10 portfolio companies over 60 days. This gives you real data before committing to a full rollout.
What if a portfolio company needs help?
Companies with critical gaps can activate into Revenue Architect for structured remediation. You can subsidize seats or have founders pay directly — either model works.
How long does setup take?
Dashboard access is immediate upon contract. First assessments can go out same day. Most funds have initial data within 1–2 weeks of kickoff.
Can I use this for due diligence?
Absolutely. Send an assessment link to any prospective investment. You'll get a revenue predictability analysis and capital allocation guidance before you write the check.
What's included in LP reporting?
Growth and Enterprise plans include portfolio maturity trend reports, SHRI distribution analysis, and quarter-over-quarter improvement metrics — ready to drop into LP updates.
See what your portfolio's sales risk looks like
Book a 30-minute briefing. We'll walk through the Fund Dashboard, discuss your portfolio, and scope the right plan for your fund.