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

$83

Per Month (Billed Annually)

Pay Annually to Save $167

One-Time Setup Fee: $297

Additional messaging charges may apply

$97

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.

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