02 — What is included
Capability
Foundation
Institution
Sovereign
Governed entities
1
Unlimited
Unlimited
Mandates included
Up to 25
Up to 400
Negotiated
Policy-as-code control engine
—
Included
Included
Custom reporting templates
—
Included
Included
Audit export API
Included
Included
Included
Dedicated data residency
—
Regional
Named jurisdiction
On-premise connectors
—
—
Included
Named implementation lead
—
Included
Included
Escalation path
Next business day
4 hours
24/7
Annual assurance support
—
—
Included
03 — Commercial model
How we price
A mandate is a distinct pool of assets reported to a distinct owner. Sub-funds that roll into one reporting line count as a single mandate, so restructuring internally never changes the invoice.
Reviewers, auditors and board observers are unlimited on every plan. We price the work the platform does, not the number of people who read the output.
04 — Questions
Commercial detail
What counts as a mandate?
A mandate is a distinct pool of assets reported to a distinct owner. Sub-funds under one reporting line count as a single mandate.
Is the price per seat?
No. Pricing scales with mandates under management, so adding reviewers or auditors never increases the invoice.
What are the contract terms?
Annual terms by default, with quarterly available on Foundation. Sovereign agreements are negotiated with your legal team.