Pricing

Pricing built around your firm, not your seat count.

Maximos starts at $36k/year.

Firm-wide access. No per-seat tax. No percentage of transaction value.

See Maximos on a live opportunity Request deployment

Run

Complete Maximos

Maximos

$36K/year

Run your investment operation.

The AI operating system for a firm that wants the full investment workflow without advanced organizational controls.

Firm-wide access
Opportunity capture — email, upload, CSV, and Message Maximos
Pipeline and operating record
Research and source-linked diligence
Firm-specific investment criteria
Decision records and IC preparation when the firm uses them
Pass / pursue rationale
Tasks, notes, and follow-through
Portfolio context attached to the recorded thesis
Institutional memory
Book snapshot and copy-ready LP update from the recorded book
Standard onboarding and configuration

See Maximos on a live opportunity

Govern

Institutional

From $60K/year

Coordinate and govern across the firm.

For firms whose Maximos deployment needs greater control, governance, identity, and implementation support.

Everything in Maximos, plus…
Advanced permissions and role-based access
Team review and approval workflows
SSO (SAML / OIDC) — configured during deployment
Priority implementation and support

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Infrastructure

Enterprise

Custom

Deploy Maximos as infrastructure.

For multi-team, multi-strategy, or institutionally demanding organizations. Pricing reflects deployment scope, identity, integrations, security, and implementation — not seat or deal meters.

Everything in Institutional, plus…
Custom scoring methodology
API access
SCIM / identity provisioning
Custom integrations configured per deployment
Multi-team or multi-strategy deployment
Enterprise security and procurement process
Dedicated implementation

Maximos is the complete investment workflow. Institutional and Enterprise add organizational controls, integration, and deployment complexity — not access to the fundamental product.

Every plan is firm-wide. No per-seat charges. No opportunity-count limits.

Fits your stack

Start where you need Maximos. Expand from there.

Maximos works with the tools you already use — and can become the operating record as your team centralizes more of its investment workflow.

Bring in an existing pipeline or start directly in Maximos. Capture opportunities, conversations, research, decisions, tasks, and portfolio context in one place.

Capture
Research
Diligence
Decide
Follow through
Remember

Capture

Email, upload, CSV, and Message Maximos land opportunities, notes, and tasks in one place.

Research

Source-linked context, signals, and firm theses attach to the opportunity.

Diligence

Source-linked analysis against your investment criteria, with gaps and contradictions listed.

Decide

The investor makes the call. Stance, rationale, and next action stay on the same record.

Follow through

Next actions, tasks, and open questions stay attached to the opportunity.

Remember

Evidence, decisions, rationale, and later context become institutional memory.

FAQ

Do we need to replace our CRM?

No. Maximos can begin alongside your existing systems and become the operating record as your team centralizes more of its workflow.

Is pricing per user?

No. Maximos is priced around the firm and deployment rather than individual seats.

Are opportunities or IC processes usage-limited?

No. Public plans are not metered by seats, opportunities, or IC packages. The point is to put the investment operation on Maximos, not to ration it.

Can Maximos reflect our investment methodology?

Yes. Maximos is configured around your thesis, check type, and investment criteria. Custom scoring methodology and deeper workflow design are part of Enterprise deployments.

Can we start with a structured rollout?

Yes. Some firms begin with a guided deployment against their live workflow before completing an annual rollout. Say so when you request a conversation.

What does implementation involve?

Implementation typically includes configuring the firm’s workflow, bringing in relevant investment context (or starting the book in Maximos), setting up the team, and establishing capture, research, diligence, and decision practice.

What about security?

Maximos is built for confidential private-market workflows. See the Trust page, along with the Privacy Policy and Terms of Service.

See Maximos on a live opportunity.

Start with one live workflow. Deploy the operating system when the fit is clear.

See Maximos on a live opportunity Request deployment