Engagement Models

We structure engagements based on complexity, not seat counts. Start with a single program, then expand the OS across the firm.

Weeks 1-8

Pilot Program

Deploy the OS for one specific mandate (e.g., one active deal or fund vehicle). Prove the value before scaling.

Single-tenant environment
1 Active Workstream
Standard Integrations (M365/Google)
Weekly Architect Support
Start Pilot
Production Standard
Annual License

Enterprise OS

Full firm-wide deployment. The OS becomes the system of record for all mandates, documents, and workflows.

Unlimited Workstreams
Full Integration Suite (Salesforce, etc)
Advanced AI Agents
Dedicated Success Architect
Contact Sales
Specialized

Custom Architecture

For firms with bespoke regulatory requirements or proprietary internal systems needing deep API bonding.

Custom API Development
On-Premise / Hybrid Options
White-glove Migration
24/7 SLA
Talk to Engineering