MEMBERSHIP & GOVERNANCE

Structured for asymmetric leverage.

Annual allocations for independent principals, operating partners, and multi-entity leadership teams.

INDIVIDUAL PRINCIPAL

Principal

For a principal managing one operating entity and its strategic capital decisions.

$3,000/ year

Billed annually in advance.

  • One operating entity
  • Unlimited Strategic Decision Briefs
  • Capital guardrail modeling
  • Board PDF exports
  • Authenticated, account-scoped workspace access
Continue with Principal

Managing Partner

For leadership teams coordinating capital decisions across multiple operating entities.

$9,000/ year

Billed annually in advance.

  • Up to 5 operating entities and 10 executive seats
  • Enforced Principal, Partner, and read-only Observer permissions
  • Cross-entity capital and liquidity tracking
  • Decision audit trails and watermarked IC memos
Continue with Managing Partner

INSTITUTIONAL & MULTI-FAMILY OFFICE

Family Office & Institutional

For family offices, private investment firms, and holding companies exploring a bespoke governance scope.

Starting at

$25,000/ year

Pricing scope is confirmed in a private briefing; this is not an online checkout.

  • Private briefing to define entity, holding, and principal scope
  • Unavailable: unlimited operating entities
  • Unavailable: single-tenant database
  • Unavailable: SAML SSO
  • Unavailable: custom IC approval workflow
  • Unavailable: custom retention and compliance archive
  • Unavailable: dedicated advisory architect
  • A briefing request does not activate or provision institutional capabilities
Request Private Briefing

Principal and Managing Partner are billed annually in advance, with no hidden or per-seat fees. The first 10 eligible accounts receive one 30-minute White-Glove Workspace Calibration and a locked founding annual rate for 24 months from initial verified membership payment. Family Office & Institutional starts at $25,000/year and remains a private-briefing path, not an online checkout. The Private Stress-Test is an optional $1,500 per brief with a 3-business-day turnaround from verified payment; the app tracks its due date and progress but does not verify team capacity.

BUSINESS PLANNING

Start free. Grow into Pro.

Full core planning stays available on Free, for as long as you need it.

Free · $0

Business Planning Free

A complete planning workspace for a solo founder or a small team.

  • 1 active business plan; archived plans stay saved
  • Up to 2 workspace users, including pending invitations
  • Full core planning with manual goal and action updates
  • 1 integration allowance, such as Google Calendar
  • View-only exports in the app; no PDF or CSV downloads
  • Usable indefinitely

Pro · $19/month

Business Planning Pro

More plans, seats, connected tools, and investor-ready exports.

  • Unlimited business plans and workspace users
  • Full core planning
  • Automated review cycles
  • Unlimited integrations, including Slack, Asana, and Trello
  • Downloadable PDF and CSV exports
Create an account to upgrade

Business Planning Pro is separate from Principal ($3,000/year), Managing Partner ($9,000/year), Family Office & Institutional (starting at $25,000/year by private briefing), and the Private Stress-Test ($1,500/brief with a 3-business-day turnaround).