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Priced to your fund. Not a rate card.

FundOS is licensed as an annual enterprise agreement, scoped with you on a call. Two funds rarely look alike — a three-person emerging manager and a multi-strategy platform with a trading desk should not pay off the same menu, so we don't publish one.

Book a 30-minute walkthrough See what FundOS replaces

Every agreement includes

  • The full FundOS platform — deal CRM, LP CRM & investor portal, data rooms, transactions, fund admin & CFO center, risk, compliance, reporting
  • The AI agent suite — every action human-approval gated, with a permanent audit trail
  • MCP + REST API access for your own agents and internal tools
  • Unlimited LP, auditor, and counterparty viewer access — your investors never count against your license
  • White-glove onboarding against your existing stack — no rip-and-replace, no migration project
  • Named support and a security posture built for institutional diligence (SOC 2; single-tenant database available)

What shapes your price

  • Fund shape — PE, VC, private credit, hedge fund, fund-of-funds; single vehicle or multi-entity structures
  • Team size — how many people on your side actively work in the platform
  • Modules & verticals — e.g. the trading/OMS + HF Ops stack, fund administration, compliance program
  • Integrations — prime brokers, GL systems, cap-table providers, document stores
  • AI usage & deliverables — expected agent workloads and document volumes, sized into the agreement up front
One number, agreed annually. No per-module bolt-on surprises, no metered overage shocks — expected usage is sized into the agreement, and we revisit it together at renewal.

How buying works

  1. 30-minute walkthrough. Live product against your fund shape, your prime broker, your LP base. No slides. You'll know quickly if it fits — and we'll tell you honestly if it doesn't.
  2. Scoped proposal. A single annual figure based on team size, modules, and integrations. Your security and compliance teams get the diligence pack at the same time.
  3. Guided pilot. We stand FundOS up against your real data shape with your team, before you sign anything long-term.
  4. Annual agreement. Invoice or ACH/wire billing, MSA + DPA, and a named contact who owns your deployment.

Common questions

Why don't you publish prices?

Because a published per-seat number would be wrong for almost everyone — too high for an emerging manager, meaningless for a platform running the trading stack. Scoping on a call gets you a fair number in days, not a procurement negotiation over a menu.

Is there a free or self-serve tier?

No. FundOS is deployed with you, not downloaded. Evaluation happens through the guided pilot, on your data shape, with our team involved.

Do our LPs or auditors need licenses?

No. Investor portal access, auditor workspaces, and counterparty data-room access are always included and never metered.

What about API and AI agent usage?

Expected usage is sized into your agreement up front. Agent-builder and document-API access for service providers (fund admins, law firms) is scoped the same way — talk to us.

Ready for a number? Book a 30-minute walkthrough — you'll leave with a clear answer either way.