Priced per team, not per spreadsheet
Every plan includes unlimited analyst seats. Charging per seat would only discourage the coverage we are trying to expand.
Desk
Custom
A single pod or sector team getting estimate tracking in place.
- Unlimited analyst seats
- Direct Excel sync
- Earnings previews from one template
- Full revision history
- Email support
Fund
PopularCustom
Multiple teams, shared coverage, and firm-wide sector sheets.
- Everything in Desk
- Cross-team coverage views
- Sector and data sheets
- Consensus and revision intelligence
- Priority onboarding
Enterprise
Custom
Firms with bespoke data, compliance or deployment requirements.
- Everything in Fund
- Custom data integrations
- SSO and audit logging
- Security review support
- Named account team
Pricing depends on coverage size and data requirements. A short call gets you a real number.
From first call to live coverage
- 1
Fifteen-minute setup
Install the Excel plug-in and point it at the models you already maintain. Nothing is rebuilt or migrated.
- 2
Your history backfilled
We read the estimates already in those models so revision history has something to show from day one.
- 3
Tracking runs itself
Every save is captured with its timestamp. Revisions and your gap to consensus update as you work.
Pricing questions
Get a number against your coverage
Bring your model list and we will price it on the call.