pricing

Institutional quality plans for investors, advisors, and operators.

Choose the plan that fits your needs. All plans include curated data, traceable outputs, and audit-ready reports. Start with a free trial, scale as you grow.

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Everything you need.

Nothing you don't.

Core Plan

$299 /month

Who it's for: 

  • Founders, CFOs, finance managers analyzing ONE company
    ‍

What’s included

  • Use Cases:
    Preparing for fundraise, board reporting, internal FP&A

  • Features:
    - Connect one company  
    - AI Chat with unlimited questions  
     - Instant financial models  
    - Unlimited analyses  
    - Excel-native exports  
    - Daily data sync

  • Ideal For:
    "Startup founders who need investor-ready financials"

Portfolio Plan

Contact Us for Pricing

Who it's for: 

  • Investors, advisors, private credit managers analyzing MULTIPLE companies

What’s included

  • Use Cases:
    Due diligence, portfolio monitoring, covenant tracking

  • Features:
    - All Core features  
    - Unlimited companies  
    - Aggregate portfolio analysis  
    - Team collaboration  
    - Performance notifications  
    - Dedicated support

  • Ideal For:
    "VC/ PE / Creditfunds managing multiple portfolio companies"

Portfolio + Plan

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Who it's for: 

  • Professional investors that need professional services alongside software

What’s included

  • Use Cases:
    Complex diligence, valuation support, custom analysis

  • Features:
    - Everything in Portfolio  
    - Professional services hours  
    - CFA and CPA team access  
    - Custom analysis and modeling  
    - Dedicated engagement manager  
    - Priority support

  • Ideal For:
    "Firms that need Big Four-quality analysis at fraction of traditional cost"

Frequently asked questions

How does pricing work?

We offer subscription-based pricing tailored to your portfolio size and use case. Core is $299/month for single-company use. Portfolio and Portfolio+ pricing is customized based on your needs. Schedule a demo to discuss your specific requirements and get a custom quote.

Is there a free trial?

Yes. Connect a company and see your first analysis before committing. No credit card required for the initial walkthrough.

What's included in the subscription?

ll plans include unlimited reports, daily data sync, AI chat, integrations, and dedicated support. Portfolio plans include unlimited companies. No per-company or per-report fees.

Can I add more companies later?

Absolutely. Portfolio plans are designed to scale with your needs. Add companies anytime without renegotiating your contract. Core plans are limited to one company.

What accounting systems do you integrate with?

irect API with QuickBooks Online, Xero, Netsuite and Plaid (bank feeds). NetSuite and other enterprise systems via Professional Services.

How long does it take to get started?

ost companies see live data within an hour of connecting. Full historical data import typically completes within 24 hours.

Is this just for early-stage companies?

No. We handle Seed through growth-stage, plus lower middle-market M&A with multi-entity consolidation (professional services required).

What deliverables do I get?

QoE databooks, valuation models, financial statements, board packages, and custom analyses—all Excel-native and presentation-ready.

Ready to move faster without missing red flags?

See what 48-hour diligence looks like. Connect a company and get your first analysis—or schedule a 30-minute walkthrough to see Terminal in action.

No credit card required. No sales pressure. See exactly how it works.

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