How it works
Three paths, depending on where you are.
Same product underneath. The path you take is shaped by your scope, your procurement, and how much hand-holding you want. Most institutions land on Team within ninety days; the others find their natural fit faster than they expect.
Self-serve
Starter or Team
For institutions ready to validate one or two surfaces before scaling. The fastest path in — from signup to first decision logged in under an hour.
- Sign up free (no card)
- Try it for 30 days with sandbox data
- Upgrade in-app when ready
- Add workflows or seats anytime
Product-led sales
Business
For institutions ready to run governance across six workflows with up to 25 users. Self-serve at the front door; a light onboarding conversation behind it.
- Sign up free
- Try it for 30 days
- Upgrade in-app — choose ACH, wire, or PO
- We handle PO and procurement docs
- Light async onboarding (no full project)
Sales-led
Enterprise
For institutions running governance across all ten workflows including the apex Strategic & Board layer. Productized pricing — same for every institution. Apex linkage means board decisions inherit operational evidence automatically.
- Talk to sales
- Scope your apex deployment
- Sign MSA with productized terms
- Engage Implementation Services as needed for full integration
- Board-level decisions inherit operational evidence
Same product, different paths.
The product is identical across all paid tiers. What changes is how many workflows you have access to, how many seats are included, and how much help you want with onboarding. Tier upgrades are in-app and prorated; you never repurchase, never migrate.
Security and compliance posture — SOC 2, encryption, audit logs — is the same on every tier. The Trust Center has the full surface.