Start Today with Only What You Need.

Team Collaboration

Professional

$500

/ month, billed monthly in renewing 3-month commitments
Each successful payment grants $600 in platform credits. Unused credits carry over.

  • $600 in monthly platform credits to be used across your team (top up if exceeded)
  • Enables team collaboration (Add up to 5 analysts)
  • Support for one email inbox connection per user
  • Supports Send on Behalf of MD with Authorization
  • Designed for scaled campaigns and active outreach volume
  • Mandate Generation Tool
  • Multi-Strategy Coaching
  • Enables API Access for CRM & Workflow Integration
  • Priority support
Elite Dealmakers

Enterprise

$12,000

/ year, billed annually upfront with a 12-month commitment

  • $15,000 in annual platform credits, available in full immediately after successful payment. Unused credits carry over, including across annual renewals.
  • Everything in Professional
  • No Daily Email Send Cap
  • Domain reputation management: Protect deliverability at volume
  • Prospect responses delivered to your inbox: Never miss a reply
  • LinkedIn Sales Navigator support
  • Named account manager with enterprise-grade support

Scale Your Sourcing Capacity. Without the Overhead.

Cost-Effective Origination A single Counterparty Research run costs between $100–$500 depending on scope. Size of market, geography, and search criteria shape scope size.
Multi-Mandate & Team Scaling Once your team runs $500 or more in monthly sourcing activity, Professional yields $600 in credits (a 20% bonus) while unlocking collaborative team accounts.
Institutional M&A Scale Enterprise unlocks dedicated delivery infrastructure, reputation guardrails, and uncapped email volume. Built for firms running continuous, multi-analyst strategic campaigns to capture absolute market coverage.

Common Questions

What exactly are token and compute costs on Standard?

Every Counterparty Research and Outreach run uses AI processing and data sourcing. On Standard, these costs are charged against your account balance based on actual usage, similar to how cloud services bill by compute time. You only pay for what you run, with no monthly fee, no subscription, and no minimum spend.

How does the $500 Professional commitment work?

Professional is billed $500 monthly in automatically renewing three-calendar-month commitments. Each successful payment grants $600 in platform credits for your team. Unused credits accumulate across months and renewals. If your team's usage exceeds its available credits, top up your account balance.

What are the outreach volume limits for Standard and Professional?

Standard is built for smaller, slow-trickle campaigns from a single personal email inbox, which naturally keeps your outreach volumes safe. Professional allows you to integrate multiple personal email inboxes (such as Gmail, O365, or SMTP) to support scaled team campaigns. While Professional enables higher cumulative sending volume across your team, we recommend keeping individual inbox trickles slow to protect your domain reputation and deliverability.

What does "responses delivered to your inbox" mean on Enterprise?

On Enterprise, when a counterparty responds to an outreach sequence, that reply is routed directly to your inbox so you never miss a lead in a third-party platform. You stay in your normal workflow while Financesaur handles the outreach infrastructure behind the scenes.

Is there a contract or minimum term?

Standard is pay-as-you-go with no subscription commitment. Professional renews in three-calendar-month commitments, each requiring three $500 monthly payments. Enterprise is $12,000 paid annually upfront and renews each year. You may request cancellation at any time, effective at the current commitment end; cancel before renewal to avoid the next commitment. Committed payments remain due. At effective cancellation only unused subscription credits lapse; purchased top-ups and other credits retain their own expiry rules. See the current terms.

Can we upgrade or downgrade?

A Professional-to-Enterprise upgrade starts after successful payment. The unused part of your already-paid Professional period is discounted from the $12,000 annual price, and you receive the full $15,000 annual credit allowance. Enterprise-to-Professional downgrades start at the end of the annual term. Existing subscription credits carry forward in either direction. Moving to Standard follows the cancellation rules above.

Does Professional or Enterprise replace our PitchBook, CapIQ, Grata, or Inven subscriptions?

For most use cases, yes. Financesaur sources counterparty data in real time from multiple live feeds, keeping your lists current the moment you run them. Many teams find they can completely retire their legacy PitchBook, CapIQ, Grata, or Inven subscriptions after running their first mandate on our platform.

Start on Standard with no monthly minimum. Upgrade when you're ready to scale your campaigns.