Choose Your Plan
Choose the plan that fits your firm's needs. All plans require an approved application.
MonthlyAnnual
Starter
$499/month
For emerging managers and advisors building their brand and pitch deck.
Content Creation
- Founder Interview Agent (3 sessions)
- Voice Profile generation
- Deck Builder (1 pitch deck)
Brand
- Brand Identity Builder
- Brand Style Guide PDF
- 8 curated color palettes
- 8 typography pairings
Support
- Email support
- Getting-started guide
Most Popular
Professional
$1,499/month
For established firms scaling their marketing operations.
Everything in Starter, plus:
- Chart Builder
- Fund Fact Sheet / Firm Brief
- Client One-Pagers
- Landing Page (1 single-page, Netlify-ready HTML)
- Newsletter
- Quarterly Report
- Video Content Studio v1 (script + storyboard + shot list + production guidance bundle for a 2-min firm intro)
- Template customization
Compliance-Aware Content
- Content generated with SEC & FINRA marketing guidelines in mind
- Disclosure placeholders for compliance-required language
Integrations
- EdgeFolio
- HubSpot
- Salesforce
- Substack
- Medium
AI Agent
- Dedicated AI agent
- Brand voice training
- Priority processing
Community & Support
- Resource Library (13 topics)
- The Forum (Circle community)
- Priority email & chat
- Onboarding specialist
- Monthly strategy call
Enterprise
From$7,500/month
For firms marketing multiple funds or offerings. One Founder Interview, one firm voice — with a tailored content stack for each offering.
Everything in Professional, plus:
- One Founder Interview — your firm story, team, and voice captured once
- An added interview section per offering, for its distinct thesis, edge, and audience
- One firm voice across all offerings, with a separate content stack and tailored positioning per offering
- Unlimited pitch decks and tearsheets across all offerings
- Team access with roles and permissions
- Custom compliance-aware workflows tailored to your review process