Every plan includes firm playbook authoring, the AI parser, and the starter library. Annual billing saves 25%. Lifetime price lock for every customer.
For searchers and first-time operators drafting their playbook. Starter templates and the AI parser included.
For the CEO or exec running one company day-to-day with their full team.
For funds operating a small portfolio who need cross-portco visibility and one-click playbook deployment.
The anchor tier for MM PE value creation teams. Author your firm’s playbook once, run it across every portco.
For funds with complex hierarchies, regulatory needs, or custom deployments. SOC 2, SSO, dedicated infrastructure.
We never raise prices on customers who are already paying. Your Year-1 price is your Year-10 price.
Hit the active-portco or seat cap? We upgrade the conversation, not the invoice. No surprise charges.
Fund Starter and Fund Platform: if it doesn't deliver, full refund inside 90 days. No questions.
Fund Platform at $36k Year 1 (36% off published pricing), locked at $50k/yr thereafter. In exchange: quarterly product input, signed case study, 3 references. Founder-25 flag preserves 25% off forever.
Reach out to Raymond| Feature | Draft | Operator | Fund Starter | Fund Platform | Enterprise |
|---|---|---|---|---|---|
| Portcos | 1 | 1 | 10 | 30 | Unlimited |
| Seats | 1 | 5 | 25 | 100 | Unlimited |
| Starter templates | ✓ | ✓ | ✓ | ✓ | ✓ |
| AI playbook parser | ✓ | ✓ | ✓ | ✓ | ✓ |
| Firm template authoring | — | ✓ | ✓ | ✓ | ✓ |
| Cross-portco benchmark | — | — | ✓ | ✓ | ✓ |
| Multi-portco deployment | — | — | ✓ | ✓ | ✓ |
| Weekly fund memo | — | — | ✓ | ✓ | ✓ |
| Portco-scoped RBAC | — | — | ✓ | ✓ | ✓ |
| Share links (board/LP) | — | — | ✓ | ✓ | ✓ |
| White-label branding | — | — | — | ✓ | ✓ |
| Read API (/api/v1) | — | — | — | ✓ | ✓ |
| Service accounts + scopes | — | — | — | ✓ | ✓ |
| Priority support | — | — | — | ✓ | ✓ |
| SSO / SAML | — | — | — | — | ✓ |
| SOC 2 Type II | — | — | — | — | ✓ |
| Custom DPA + data residency | — | — | — | — | ✓ |
| Dedicated CSM | — | — | — | — | ✓ |
VantageOS Fund Platform is $50k/year. The payback window is 3-6 weeks. The productivity lift compounds every quarter your firm keeps using it.
See how it works for PE