Pricing
Choose the best plan for your startup to streamline the fundraising & investor relationship management processes collaboratively in a highly structured & disciplined manner.
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Compare Pricing Plans in Detail
| Basic | Silver | Gold | Platinum | Enterprise | |
|---|---|---|---|---|---|
Fund Raising CRM | Yes | Yes | Yes | Yes | Yes |
| Max Investors in CRM Funnel | 10 | 30 | 200 | 500 | Custom |
| Number of Fund Raising Rounds | 1 | 2 | 8 | 15 | Custom |
| Activity Email Reminders | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
| Investor Database | No | Yes | Yes | Yes | Yes |
| Investor Contact Access | 0 | 50 | 200 | 500 | Custom |
| Investor Relation | No | Yes | Yes | Yes | Yes |
| Personalized Investor Updates | No | Yes | Yes | Yes | Yes |
| Pitch Deck Hosting | No | Yes | Yes | Yes | Yes |
| Personalized Bulk Emails to Prospective Investors | No | Yes | Yes | Yes | Yes |
| Personalized Bulk Emails to Existing Investors | No | Yes | Yes | Yes | Yes |
| Stakeholders Management | Yes | Yes | Yes | Yes | Yes |
| Stakeholders Limit | 5 | 25 | 60 | 100 | Custom |
| Data Room | No | Yes | Yes | Yes | Yes |
| Number of Data Rooms | 0 | 3 | 10 | 50 | Custom |
| Storage Limit | 0 | 500 MB | 2 GB | 10 GB | Custom |
| Compliance Meetings Management | No | Yes | Yes | Yes | Yes |
| Number of Board Meetings | 0 | 10 | 25 | 60 | Custom |
| Access to Shareholders Meeting Management | No | Yes | Yes | Yes | Yes |
| Number of Shareholders Meetings | 0 | 5 | 15 | 30 | Custom |
| Automatic Minutes of Meeting Generation | No | No | Yes | Yes | Yes |
| Captable Management | No | Yes | Yes | Yes | Yes |
| Captable Projections | No | Yes | Yes | Yes | Yes |
| Historic Captable | No | Yes | Yes | Yes | Yes |
| Captable Simulation | No | Yes | Yes | Yes | Yes |
| ESOP Management | No | Yes | Yes | Yes | Yes |
| Employees/Contractors | 0 | 25 | 100 | 200 | Custom |
| Employees Login | No | Yes | Yes | Yes | Yes |
| Employees Self-serve Interface | No | Yes | Yes | Yes | Yes |
| Digital Signing | No | Yes | Yes | Yes | Yes |
| Documents Limit | 0 | 5 | 25 | 100 | Custom |
| RecordsKeeper AI | No | Yes | Yes | Yes | Yes |
| Storage Limit | 0 | 1 GB | 5 GB | 20 GB | Custom |
| Shared Access | No | Yes | Yes | Yes | Yes |
| Email Integration | No | Yes | Yes | Yes | Yes |
| Shared Email Inbox | No | Yes | Yes | Yes | Yes |
| Shared Calendar | No | Yes | Yes | Yes | Yes |
| Automatic Meeting Links | No | No | Yes | Yes | Yes |
| Shared Contacts | No | Yes | Yes | Yes | Yes |
| AI Helper for Communication | No | No | Yes | Yes | Yes |
| Investment Banker AI | No | Yes | Yes | Yes | Yes |
| Chat Prompts Limit | 0 | 50 | 200 | 1,000 | Custom |
| AI Email Generation | No | No | Yes | Yes | Yes |
| AI Reply Suggestions | No | No | Yes | Yes | Yes |
| Founder Market | Yes | Yes | Yes | Yes | Yes |
| Founder Resources | Yes | Yes | Yes | Yes | Yes |
| Training Hub | Yes | Yes | Yes | Yes | Yes |
| Others | Yes | Yes | Yes | Yes | Yes |
| Data Export | No | No | Yes | Yes | Yes |
| Bulk Import | No | Yes | Yes | Yes | Yes |
| Team Members | 1 | 3 | 10 | 20 | Custom |
| Support | |||||
| Access to Help Center | Yes | Yes | Yes | Yes | Yes |
| Email support | Yes | Yes | Yes | Yes | Yes |
| Chat Support | No | Yes | Yes | Yes | Yes |
| Video Call Support | No | No | Yes | Yes | Yes |
Why use RecordsKeeper.AI?
Unlock the best outcome for your startup's fundraising journey with our key features, the ultimate solution for successful fundraising.
Investor CRM
Manage & Track the Investor's funnel through different steps, from lead generation to get them interested and committed to investing with our world-class Investor CRM with the dashboard.
Investor Database
Pick & Chose Investors from our Investor Database with more than 2 lakh potential investors for your startup. Just add them into RecordsKeeper.AI CRM with the click of a button.
Investor Updates
Define Investor Updates & critical business metrics in a well-defined structure per Industry Standards & send them via email to engage & update your existing or potential Investors.
Data Rooms
Share and manage important documents and information with existing or potential investors, partners, and other stakeholders in a smartly managed Data Rooms
Email Updates
Send personalized bulk email updates to your existing and future investors to engage them on your startup story. Track the open & click rate to understand their interest better.
FAQ's
Got any question? Get your answers!!
Do you offer a Free Trial?
Yes, We do offer a full-fledged 7-day free trial for RecordsKeeper.AI. Post 7 days, if you do not cancel the billing/plan, your credit card will be automatically charged.
What kinds of payment do you accept for subscription?
Users can pay via credit card through our stripe portal.
Can I get a refund?
We do offer RecordsKeeper.AI on a monthly subscription fee basis & a 7-day free trial. Considering this, we do not office any refund of the paid invoices.
Do you offer discounts?
We generally do not run offers on our platform, but if a user takes an annual subscription, then the user will get 2-monthly off on annual billing.
Will my data be private and safe?
We take data security seriously at RecordsKeeper.AI. We ensure that our technology framework, APIs & infrastructure (which runs on AWS) follow industry practices for security & user data protection.
What happens when the free trial gets over/payment is stopped?
For any reason, if your payment does not pass through, you will be notified a few times over email, before your company plan switches to the Basic (free) Plan. In any case, your data will not be made public however it can result in data loss.
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