Start free. Pay when the work demands it.
The valuation engines, the screener and metered AI are free permanently. Paid plans remove the meter.
Research any company properly: the engines, the data, and metered AI.
Start freeNo card required
- DCF, Monte Carlo, comps and scenarios
- Khan Conviction, screener and filing search
- 25 AI questions / day
- PDF export
Let the AI do the work: unlimited analysis, and the write-ups it produces.
Start 7-day trialCard required · once per account
- Unlimited AI analysis
- Investment memos & IC packs
- Earnings intelligence & timelines
- Portfolio Copilot & Ask Anything
- Studio decks (PowerPoint export)
- Interview Academy
Institutional tooling: transactions, documents, automation and teams.
Choose PremiumNo trial on this plan
- Everything in Pro
- LBO & M&A modelling
- Due-diligence document workspace
- AI research library search
- Advanced portfolio analytics
- Scheduled briefings & team sharing
Desks, funds and universities that need seats, onboarding and terms.
Contact salesWe reply within two working days
- Everything in Premium
- Multiple seats & shared research
- Onboarding and training
- Invoicing and custom terms
Free is metered, not crippled.
Every ceiling below sits above zero on purpose. A tier that cannot start something is gating it while pretending to meter it.
Before you pay
Is the free plan actually free?
Yes, and it does not expire. It includes the DCF, Monte Carlo, comps and scenario engines, the screener, filing search and Khan Conviction, plus 25 AI questions a day. No card is required to start.
What does the Pro trial include?
Seven days of Pro. A card is collected up front so billing continues automatically, and the trial is granted once per account. Premium has no trial.
Can I change or cancel my plan?
Yes, at any time, from Membership and Billing in your settings. That opens the Stripe customer portal, where you can upgrade, downgrade, update a card or cancel. There is no contract and no call.
Is Premium everything in Pro?
Yes. Premium adds LBO and M&A modelling, the due-diligence document workspace, research library search, advanced portfolio analytics and scheduled briefings on top of everything Pro includes.
Do you offer team or university access?
Enterprise is a conversation rather than a checkout. It covers multiple seats, shared research, onboarding and invoicing on custom terms. Contact sales and we reply within two working days.
Start thinking like an institution.
Free to start, no card required. Bring a ticker you know well and see what it finds.