Just Getting Started?
The Pro Package is Perfect for You
Built for new capital raisers who want a clear path to launch—without the overwhelm.
Package Recommendation:
Pro
Best for New Capital Raisers
$125
Per Month (Billed Annually)
Pay Annually to Save $267
One-Time Setup Fee: $297
Additional messaging charges may apply
$147
Per Month (Billed Monthly)
One-Time Setup Fee: $297
Additional messaging charges may apply
What’s Included
Core Features to Kickstart Your Capital Raising
Unlimited Contacts
& Users
24/7 Tech Support
Help Hub Access
Call Scheduling Tools
Basic Sales Pipeline
Basic Sign-Up Forms
SMS, Email & Phone Tracking
Video Trainings
CP Community Access
Lead Scoring
1-on-1 Onboarding
Investor Sales Checklist
Feature Highlights
Why Choose Pro?
Simple setup tailored for first-time capital raisers
Guided onboarding and access to a supportive community
Focused tools to track and close your first investors
Choose the Plan That Matches Your Momentum
Compare Pro, Premium, and Platinum to see which plan matches your strategy and scale.
Want to compare Plans? See how Pro compares with Premium and Platinum.
READY TO GIVE pro A TRY?
Ready to Get Started?
Lock in your onboarding session and start building investor momentum today.