Pricing & Packaging
Institutional pricing for institutional capability.
Packages reflect the depth of your deployment — from proving value in a structured pilot to operating a full institutional decision system. Every tier includes premium onboarding and a private configuration session.
Pilot
60-day60-day pilot · credited toward annual deployment
Prove value with a structured 60-day deployment
- ✓Up to 10 tracked deals
- ✓Maximos Score with component breakdown
- ✓Deck analysis + structured extraction
- ✓IC memo generation
- ✓Decision logging
- ✓Command Center + daily brief
- ✓Signal detection (core providers)
- ✓Methodology review access
- ✓Private configuration session
- —Portfolio monitoring· Available in Foundation
- —Team review workflows· Available in Institutional
- —Custom scoring configuration· Available in Strategic
Up to 3 users
Support:Private configuration session + email support
Best for:Firms evaluating Maximos for workflow fit before committing to annual deployment
Foundation
per year · billed annually
Core underwriting and portfolio intelligence for emerging investment teams
- ✓Up to 25 tracked deals
- ✓Maximos Score + historical score evolution
- ✓Subscore explainability
- ✓Deck analysis + structured extraction
- ✓IC memo generation
- ✓Decision logging + outcome tracking
- ✓Signal detection across providers
- ✓Portfolio monitoring + delta alerts
- ✓Entity knowledge graph
- ✓Signal → outcome learning
- ✓Command Center + Daily Brief
- ✓Standard alerts
- —Team workflows
- —LP-ready reporting
- —Custom scoring configuration
Up to 3 users
Support:Premium onboarding + email support
Best for:Emerging managers and boutique firms building repeatable investment processes
Institutional
Recommendedper year · billed annually
Decision infrastructure with governance and team coordination
- ✓Unlimited tracked deals
- ✓Everything in Foundation
- ✓Team review + approval workflows
- ✓Role-based permissions
- ✓Slack + webhook integrations
- ✓LP-ready reporting
- ✓Full audit history
- ✓Benchmark context
- ✓Contradiction detection
- ✓Priority support
- —Custom scoring configuration
- —API access
Up to 10 users
Support:Priority support + dedicated onboarding lead
Best for:Firms requiring governed workflows, auditability, and institutional rigor
Strategic
Typical deployments begin around $96K annually
Enterprise deployment with custom methodology and integration
- ✓Everything in Institutional
- ✓Custom scoring methodology
- ✓API access
- ✓Enterprise SSO
- ✓Custom alert routing
- ✓Dedicated customer success
- ✓Quarterly business reviews
- ✓Priority roadmap collaboration
- ✓Custom provider integrations
- ✓Bespoke workflow design
Unlimited users
Support:Dedicated customer success manager + quarterly business reviews
Best for:Multi-strategy firms and enterprise investment organizations
Structured pilot
Start with a 60-day structured deployment.
Every Maximos deployment begins with understanding your firm's workflow. The pilot is not a free trial — it is a structured engagement designed to prove value in your real decision process. Full pilot cost is credited toward annual deployment.
Pilot scope
- 01Configure workspace for your firm type and investment mandate
- 02Upload and analyze up to 10 decks or deal materials
- 03Structure and score active pipeline opportunities
- 04Generate IC-ready assessment outputs for partner review
- 05Establish decision logging for current deal flow
- 06Review scoring methodology with your team
Success criteria
- ✓At least one governed underwriting workflow completed end-to-end
- ✓Team familiarity with scored assessments and evidence chains
- ✓Decision records established for active opportunities
- ✓Clear evaluation of workflow fit and time savings
Conversion
Pilot fee is fully credited toward your first annual deployment. No separate setup costs.
Private configuration session included · Credited toward annual deployment
Why firms invest
Priced against the cost of one missed signal, one weak process, one lost context.
Pilot
From $12,500
Less than a single day of senior partner time. Proves whether disciplined underwriting in Maximos materially improves your decision quality before committing to annual deployment.
Comparable to the cost of one external due diligence report.
Foundation
$36K
Less than half the fully loaded cost of a junior analyst. Provides structured scoring, evidence chains, and IC outputs that would otherwise require 10–15 hours of manual work per deal.
One improved deal outcome or one avoided error can return the full annual cost.
Institutional
$48K
Equivalent to a fraction of one investment professional's compensation. Coordinates team diligence, preserves institutional memory, and provides LP-defensible governance across the full portfolio.
Replaces manual portfolio monitoring processes that typically consume 2–4 analyst-days per month.
Strategic
Custom
Infrastructure for firms where a single investment mistake, compliance gap, or process failure can cost millions. Enterprise controls, custom methodology, and dedicated support for mission-critical deployment.
Comparable to a senior consultant's quarterly engagement — delivered continuously as operational infrastructure.
Detailed comparison
Capability matrix by deployment tier.
| Capability | Pilot | Foundation | Institutional | Strategic |
|---|---|---|---|---|
| Tracked deals | 10 | 25 | Unlimited | Unlimited |
| Users | 3 | 3 | 10 | Unlimited |
| Maximos Score | ✓ | ✓ | ✓ | ✓ |
| Full subscore decomposition | — | ✓ | ✓ | ✓ |
| Diligence analysis + extraction | ✓ | ✓ | ✓ | ✓ |
| IC memo generation | ✓ | ✓ | ✓ | ✓ |
| Decision logging | ✓ | ✓ | ✓ | ✓ |
| Signal detection (all providers) | Core only | ✓ | ✓ | ✓ |
| Portfolio monitoring | — | ✓ | ✓ | ✓ |
| Signal → outcome calibration | — | ✓ | ✓ | ✓ |
| Team review workflows | — | — | ✓ | ✓ |
| Role-based access | — | — | ✓ | ✓ |
| Advanced alert channels | — | Standard | ✓ | ✓ |
| LP-ready export formatting | — | — | ✓ | ✓ |
| Audit log archive | — | — | ✓ | ✓ |
| Benchmark context | — | — | ✓ | ✓ |
| Custom scoring configuration | — | — | — | ✓ |
| API access | — | — | — | ✓ |
| Enterprise SSO | — | — | — | ✓ |
| Dedicated success manager | — | — | — | ✓ |
| Quarterly business reviews | — | — | — | ✓ |
All tiers billed annually. Multi-seat licensing available for teams. Enterprise procurement terms on request.
Start with a conversation.
Every deployment begins with understanding your workflow. Whether you are exploring a pilot or ready for institutional deployment, we will tailor the scope to your firm.