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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)
  • One connected personal inbox per eligible user (Gmail, O365, or SMTP)
  • Managed M&A email service: Bring your domains; we handle mailbox setup, warm-up, deliverability, and reputation monitoring
  • Genuine replies routed directly to your inbox
  • 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
Get Professional

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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
  • Priority Compute: Dedicated workers and priority processing available by arrangement for your mandates
  • Unlimited Deal Volume: Run multiple mandates across your team, with usage charged against platform credits
  • Scalable Sending Capacity: Unlimited connected personal inboxes, with managed delivery configured around your campaign volume and domain reputation
  • 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
Get Enterprise

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Full-Service Partnership

Managed Origination Service

Prefer our team to run the sourcing workflow on your behalf? We use Financesaur to research targets and manage outreach around your mandate. Together, we agree priorities and review progress in weekly calls, refining the research and campaigns as your needs evolve.

  • ✓ Agreed sourcing priorities
  • ✓ Research & campaign execution
  • ✓ Managed email delivery
  • ✓ Weekly progress reviews
Discuss Your Mandate →

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 supports continuous, multi-analyst campaigns with dedicated delivery infrastructure and reputation monitoring. Dedicated workers and priority processing are available by arrangement to support your sourcing volume.

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.

How do managed mail and connected inboxes work?

Professional and Enterprise include managed M&A email: bring your domains, and we handle mailbox provisioning, warm-up, deliverability, and reputation monitoring. You can also bring your own mailbox (BYOM). Professional supports one connected BYOM inbox per eligible user; Enterprise supports unlimited connected BYOM inboxes. We configure managed delivery around your campaign volume, mailbox warm-up, and domain reputation.

How do replies and CRM workflows work?

On both Professional and Enterprise, genuine counterparty replies are routed directly to your inbox so conversations continue in your normal workflow. Professional and Enterprise include API access for custom CRM and workflow integrations.

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 firm.