Pricing
Plans that scale with your practice.
Start with a 30-day free trial. Upgrade when you're ready. Cancel anytime. Pricing in USD, monthly — annual saves 17%.
Individual
$299/mo
Solo practitioners getting started.
- 1 user
- Up to 3 active engagements
- Auto-generated PDF reports
- Email support
Most popular
Boutique
$599/mo
Small valuation practices.
- 5 users
- Unlimited engagements
- Workflow management
- Priority support
- Multi-standard sign-off
Small Firm
$999/mo
Growing firms and M&A teams.
- 15 users
- Everything in Boutique
- Dedicated success manager
- Custom branding
- API access
Enterprise
Custom
Multi-office practices.
- Unlimited users
- SSO + advanced audit
- Custom jurisdictions
- Onboarding & training
- SLA
Compare plans
Every feature, side-by-side.
| Individual | Boutique | Small Firm | Enterprise | |
|---|---|---|---|---|
| Engagements & users | ||||
| Users included | 1 | 5 | 15 | Unlimited |
| Active engagements | 3 | Unlimited | Unlimited | Unlimited |
| External collaborators | ||||
| Roll-forward prior engagements | ||||
| Reports | ||||
| Auto-generated PDF reports | ||||
| Custom branding (cover, fonts) | ||||
| Digital signature & timestamp | ||||
| Word export | ||||
| Methodology | ||||
| 15 Pillars methodology | ||||
| Multi-jurisdiction (CA, US) | ||||
| Custom jurisdictions | ||||
| CBV review network access | ||||
| Security & admin | ||||
| 2FA | ||||
| SSO (SAML) | ||||
| SCIM provisioning | ||||
| Audit log export | ||||
| Region pinning (CA / US / EU) | ||||
| Customer-managed keys | ||||
| SLA & uptime guarantee | ||||
| Support | ||||
| Email support | ||||
| Priority response | ||||
| Dedicated success manager | ||||
| Onboarding & training | ||||
FAQ
Common pricing questions.
Yes — a 30-day free trial on Individual, Boutique, and Small Firm plans. Full feature access, no credit card required.
Not sure which plan fits?
Book a 20-minute demo and we'll recommend the right plan for your practice.