Equity Tree Plans
Starter Plan
Free
Monthly
Annually
14 days trial period
1 Principal
Unlimited Deals
To Up 20 Investors
Deal Performance Dashboard
Investor Direct Messaging
Documents Repository
Activity Feature
Fundraising Workflow
Personalized Branding
Editable Notifications & Templates
$ 199 / month
1 Principal
Unlimited Deals
To Up 20 Investors
Deal Performance Dashboard
Investor Direct Messaging
Documents Repository
Activity Feature
Fundraising Workflow
Personalized Branding
Editable Notifications & Templates
$ 1999 / year
1 Principal
Unlimited Deals
To Up 20 Investors
Deal Performance Dashboard
Investor Direct Messaging
Documents Repository
Activity Feature
Fundraising Workflow
Personalized Branding
Editable Notifications & Templates
Investor Pro
Free
Monthly
Annually
14 days trial period
Up to 3 Principals ( + 1 Limited Access for VA)
Unlimited Deals
Unlimited Investors
Fundraising Workflow
Deal Performance Dashboard
Investor Direct Messaging
Documents Repository
Activity Feature
Personalized Branding
Editable Notifications & Templates
$ 299 / month
Up to 3 Principals ( + 1 Limited Access for VA)
Unlimited Deals
Unlimited Investors
Fundraising Workflow
Deal Performance Dashboard
Investor Direct Messaging
Documents Repository
Activity Feature
Personalized Branding
Editable Notifications & Templates
$ 2999 / year
Up to 3 Principals ( + 1 Limited Access for VA)
Unlimited Deals
Unlimited Investors
Fundraising Workflow
Deal Performance Dashboard
Investor Direct Messaging
Documents Repository
Activity Feature
Personalized Branding
Editable Notifications & Templates