Every plan includes AI COO chat, investor outreach, a fundraising pipeline, a data room, the compliance calendar and bank sync through Plaid with basic runway. Pro adds the 150k investor database, AI pipeline suggestions, HubSpot and up to 3 users. Command adds full financial sync including QuickBooks, cash forecast, planned expenses and advanced runway, with up to 10 users.

Yes. Upgrade any time from your account settings. Your investor pipeline, data room, and updates carry over. You keep everything you have built.

Yes. Monthly plans start with a 14-day free trial that includes the features of our Command plan and 500 AI credits. A card is required to start, and nothing is charged for 14 days. We'll email you a reminder before your card is charged. If you don't cancel, the trial continues as Pro monthly and your card is charged $149 on day 15. Cancel any time before then and you won't be charged. Yearly plans don't include a trial and are billed on the day you subscribe.

Choose monthly or yearly billing. Monthly plans are charged on the same day each month. Yearly plans are billed once on the day you subscribe and cost the same as 10 months of the monthly price (save ~17%). Cancel any time from your account settings.

Yes. Cancel from your account settings, no phone call required. If you cancel mid-cycle, you keep access through the end of the paid period.

Partner pricing is custom based on portfolio size and deployment scope. Book a demo and we will walk through what preferred pricing looks like for your cohort.

Boxsy encrypts data in transit, runs access-controlled production environments, and keeps customer environments logically separated. Boxsy is CASA certified at Assurance Level AL1, and SOC 2 readiness is underway. Your data is never used to train AI models, and you can export or delete it at any time.

All major credit cards. Billing is managed by Chargebee and payments are processed securely by Stripe. Invoicing available on partner plans.