Pricing

Three plans, from a single-transaction Snapshot report to a white-label data partnership, plus the Warehouse and IC-memo add-ons on top of Team / Institutional and above. Access is tied to your account email; manage API keys and account details from your account page.

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$15,000 / year

Platform-only access to the Snapshot pricer -- three fitted models (TA, Equisect Bayesian, Equisect Cohort) against your own manually-entered fund snapshot. No API, no Warehouse lookup, no Portfolio upload.

  • Snapshot pricer -- TA / Equisect Bayesian / Equisect Cohort
  • Platform only -- no API access
  • Fair use: 50 funds priced / day
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$50,000 / year

Everything in Starter, plus the Equisect Bootstrap model, the Portfolio-upload pricer (Equisect Ledger against your own fund history), up to 3 seats, and the JSON API. Warehouse (real, named active-fund lookup) is a separate add-on -- see below.

  • Everything in Starter
  • + Equisect Bootstrap (4th Snapshot model -- historical-analog range)
  • Portfolio upload: Equisect Ledger pricing, concentration, vintage ladder, liquidity profile, PME/Direct Alpha
  • Up to 3 seats
  • JSON API + per-account keys (see /account)
  • Fair use: 50 funds priced / day / seat
  • Warehouse fund lookup: available as a separate add-on
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Negotiable

Everything in Team / Institutional, with Warehouse bundled in (not a separate add-on), white-label embedding, SLA-backed refresh cadence, paid cohort expansion, and optional custom model & data consultancy engagements.

  • Everything in Team / Institutional
  • Warehouse fund lookup included (not a separate add-on)
  • White-label embedding
  • SLA-backed refresh cadence
  • Paid cohort expansion (e.g. Real Estate, Infrastructure)
  • Optional: custom model & data consultancy engagements
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Warehouse add-on

$15,000 / year

Adds the real, named active-fund Warehouse lookup on top of your Team / Institutional plan -- Equisect Ledger pricing against a fund's own dated history.

  • Real, named warehouse fund lookup (630+ active funds)
  • Equisect Ledger pricing against each fund's own dated history
  • Bundled automatically with Enterprise -- this add-on is for Team / Institutional accounts only
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IC-memo drafting add-on

$5,000 / year

Adds AI-drafted IC-memo sections to any priced result -- a local, self-hosted AI model that never sends your data to a third party, with every stated figure verified against the underlying price before you see it. Requires an active Team / Institutional plan or above.

  • Up to 20 memo sections drafted / day
  • Local model only -- nothing sent to a third-party AI API
  • Every %/multiple the model states is checked against the actual priced result; unverifiable figures are flagged, never silently trusted
  • Requires an active Team / Institutional plan or above
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Questions about a tier? Contact us or email sales@equisect.com directly.