Pricing
Simple pricing, per seat
One price per seat. The AI and the data sources are included, up to a monthly cap.
Analyst
For the individual investor.
- The complete workspace
- AI and data sources included
- Email support
Fund
For the whole deal team. Five seats or more.
- Everything in Analyst
- Your thesis, playbook and house style, shared across the team
- Portfolio and spend overview
- Onboarding and priority support
Firm
For multi-fund platforms and custom requirements.
- Everything in Fund
- Several funds under one policy
- Custom terms
- Support for your security review
Prices exclude VAT. Model use and the connected data sources are included up to a monthly cap per firm. During early access you connect your firm’s own provider accounts and pay those providers directly.
Questions
What counts as a seat?
Anyone who logs in.
What does the AI cost on top?
Nothing. Model use and the data sources are included up to a monthly cap per firm, and Navent stops there rather than billing you for more. During early access, while we finish metering, you connect your firm’s own Berget and Anthropic accounts and pay those providers directly — a diligence step runs to a few cents.
Any limit on documents or deals?
None. Upload everything, up to 200 MB per file: the more complete the room, the better the diligence.
How does a pilot work?
Eight to twelve weeks, free, on your own deals. Nothing converts automatically. We set it up after a demo.
Annual billing?
Yes, with two months free.