Pricing

Pricing Built for How Capital Operations Actually Scale

Clear tiers aligned to investor volume, operational complexity, and fund growth.

Choose the level of infrastructure that matches how you raise, manage, and operate capital today and where you are going next.

About Pricing

How to Think About Pricing

Pricing is structured around usage, responsibility, and scale.

As investor counts increase and capital workflows become more complex, the platform expands to support automation, reporting, governance, and operational control without adding headcount.

Each tier reflects a different stage of fund maturity.

Foundation

For early-stage funds establishing clean infrastructure

Investment:

$7,500

One-Time Setup

$750

Per Month

Included:

  • 1 fund

  • Up to 25 investors

  • Investor onboarding workflows

  • Embedded compliance processes

  • Secure investor portal

  • Document management and e-signatures

  • CRM and relationship tracking

Not Included:

  • Capital calls

  • Distributions

Best Fit For:

Operators validating their fund structure and investor experience while keeping operations controlled and compliant.

Most Popular

Growth

For active funds managing capital flow and reporting

Investment:

$12,500

One-Time Setup

$1,500

Per Month

Included:

  • 1 fund

  • Up to 100 investors

  • Capital calls and distribution

    tracking

  • Advanced reporting and dashboards

  • Full CRM functionality

  • Priority support

  • Role-based permissions

Best Fit For:

Funds with active capital movement that require automation, visibility, and faster execution without manual reconciliation.

Scale

For multi-fund operations and institutional-grade execution

Investment:

$25,000+

Setup

$3,000–$5,000

Per Month (Final pricing based on scope and usage)

Included:

  • Multiple funds

  • Unlimited investors

  • White-labeled investor portals

  • Custom workflows and configurations

  • Advanced reporting and data access

  • Dedicated account manager

  • Enhanced governance and controls

Best Fit For:

Established operators managing multiple entities, high investor volumes, and complex operational requirements.

What Drives Pricing

What Impacts Final Cost

Pricing within each tier is influenced by real operational factors, including:

  • Investor volume

  • Number of funds and entities

  • Capital activity frequency

  • Reporting and customization requirements

  • Level of onboarding and ongoing support

This ensures alignment between platform cost and operational load.

Value Comparison

What This Replaces

Most teams pay for these capabilities across multiple systems:

  • Investor onboarding tools

  • Compliance and verification vendors

  • CRM platforms

  • Payment processing solutions

  • Document storage and signing tools

This platform consolidates those functions into a single operating system, reducing cost, complexity, and risk.

Implementation

Structured Setup and

Guided Launch

Each tier includes guided implementation to ensure your workflows, data, and access controls are configured correctly from day one.

Setup is focused on speed, accuracy, and long-term scalability.

Qualification

Is This Platform a Fit?

This platform is designed for operators who:

  • Manage investor relationships at scale

  • Are accountable for compliance and reporting

  • Need real-time operational visibility

  • Plan to grow fund complexity over time

If your operation is static, lighter tools may work. If you are scaling, this platform is built for you.

Satisfied Users. Long-Term Partnerships.

Let’s Define the Right Tier for Your Operation

Schedule a demo to review your structure, investor volume, and growth plans and confirm the appropriate tier.

Get Started

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