Browse the universe, score funds, run the numbers. Always free.
- Full fund universe browse
- Fund detail + composite score
- Run-the-Numbers scenarios
- Save up to 5 scenarios
- Watchlist + dashboard
- Compare up to 2 funds
- Distribution tracker (1 position)
- —DDQ desk
- —Side-letter modeling
Everything in Basic, plus compare, unlimited scenarios, the DDQ desk, and the full audit suite.
- Everything in Basic
- Unlimited saved scenarios
- Compare up to 4 funds
- DDQ desk — ingest & track returned DDQs
- Distribution tracker + CPA-ready PDF audit
- PDF distribution-notice extraction
- Priority PPM extraction
- —Side-letter modeling
For allocators modeling real check sizes across funds — side letters and portfolio rollups.
- Everything in Analyst
- Side-letter modeling (MFN, fee breaks, co-invest)
- Portfolio-level cashflow rollups
- Dedicated onboarding call
- No card to start
- Cancel anytime
- Your data stays private
- Free Analyst year for 3 PPMs
What's in each tier.
The full matrix — same information as the cards, easier to scan side by side.
Frequently asked
A Private Placement Memorandum we don't already have, where our extraction pipeline can identify the sponsor, fee schedule, and waterfall. Three validated uploads trigger the free Analyst year automatically.
No. Basic is free forever. The Analyst free year unlocks the moment your third PPM clears validation — no card, no trial countdown.
Layer MFN clauses, fee breaks, GP co-invest, and bespoke preferred returns onto the base waterfall and see the per-class net effect. Institutional-only, because the complexity matches the check size.
An Analyst tool: ingest a sponsor's returned due-diligence questionnaire (paste or upload) and we map their answers onto a standard bank, flag what's missing, and track it across funds — privately.
Yes. Monthly plans cancel immediately; annual plans stop renewing. We don't lock saved data behind a paywall — downgrade and your scenarios stay, just capped at Basic's 5-save limit.
No. Scenarios are private by default, shared links are opt-in and read-only, and we never resell user data to sponsors. The business model is subscriptions, not ad inventory.
Three PPMs. Free Analyst for a year.
Every validated upload advances the universe — and earns you the tier that pays for itself. No card required.
Upload a PPM