Locked at $99/month for the lifetime of your subscription, regardless of future pricing.
- Unlimited owners — no per-owner fees
- Unlimited monthly statement runs
- Live drillable owner portal (mobile + desktop)
- Tamper-verified PDFs (SHA-256 cryptographic hash)
- Year-over-year insights for every owner
- Tax summary auto-export (1099-ready)
- Vendor concentration analytics
- White-label statements (your firm name + logo)
- All future features included as we ship them
- Direct line to the founder (email + text)
- 30-day money-back guarantee
- Founding Partner roadmap input
First 7 firms only. After we hit 7, this tier closes permanently.
Claim a Founding spot →