Choose the package that fits how your firm runs deals and capital.
FirmSource pricing is based on the package you choose, your firm size, deal volume, investor base, and the modules you use. Start with acquisitions, expand into capital management, or run the full platform with a branded investor portal.
Acquisitions
For sponsors that want to manage deal flow, underwriting, and IC in one connected system.
- Broker intake
- Buy-box screening
- Broker CRM
- Full underwriting
- IC memos
- Deal document vault
- Monthly FirmSource Intelligence credits
- Up to 3 team users included
- Guided onboarding
Capital
For sponsors that want to manage investor relationships, raises, commitments, and distributions internally.
- Everything in Acquisitions, plus
- Investor CRM
- Investor segmentation
- Raise lists
- Soft circles and commitments
- Subscription status tracking
- Commitment and funding tracking
- Investor allocations
- Capital accounts
- Distribution tracking
- Investor document vault
- Capital dashboard
- Expanded FirmSource Intelligence credits
- Up to 5 team users included
Platform
RecommendedFor sponsors that want the full acquisitions and investor operating system, including the LP experience.
- Everything in Capital, plus
- Branded investor portal
- LP portal access included
- Investor-facing reporting
- K-1 and document delivery
- Investor statements
- Advanced permissions
- Priority onboarding
- Security review support
- Higher FirmSource Intelligence credits
- Up to 10 team users included
Additional team users available as needed. LP portal access is included with the Platform package and does not count as a team user.
How FirmSource Intelligence credits work
Every plan includes monthly FirmSource Intelligence credits for document intake, buy-box screening, underwriting review, IC memo generation, and other AI-powered workflows. Credits refresh each month, and additional usage is available as your deal volume grows.
Annual and multi-year agreements available.
- Screen memo~8
- Full underwriting~45
- IC memo~20
Questions
How does FirmSource pricing work?+
FirmSource pricing is based on the package you choose, your firm size, deal volume, investor base, team users, and monthly FirmSource Intelligence usage. We help you choose the right package during a demo.
What is included in each package?+
Acquisitions includes deal intake, buy-box screening, broker CRM, underwriting, and IC memos. Capital adds investor CRM, raise management, commitments, funding tracking, capital accounts, and distributions. Platform adds the branded investor portal, LP access, investor-facing reporting, statements, and document delivery.
What is a FirmSource Intelligence credit?+
FirmSource Intelligence credits are used when the platform reads, analyzes, recomputes, or generates work from deal documents. Credits are used for workflows like screening, underwriting review, IC memo generation, and other AI-powered analysis. Credits refresh monthly, and additional usage is available as deal volume grows.
Are investor portal logins counted as team users?+
No. Team users are internal members of your firm. LP portal access is included with the Platform package and does not count as a team user.
Can we change packages later?+
Yes. Firms can start with Acquisitions, expand into Capital, or move to the full Platform as their workflow grows.
Do you offer a pilot?+
Yes. We can start with a guided pilot using one of your real deals, so your team can see broker intake, screening, underwriting, and IC memo output before a broader rollout.
Is my deal and investor data secure?+
Yes. FirmSource is built with firm-level data isolation, encryption in transit and at rest, role-based access, and controls designed to protect deal documents, underwriting, investor records, and portal data.
Start with one real deal.
See how FirmSource intakes the broker packet, screens the opportunity, builds the underwriting, and turns the analysis into an IC-ready memo before you commit to a broader rollout.