Per-module pricing.
See it before you buy.

Early access: pay per deal until May 10th. Run a sample deal first to see the full output. Per-module licensing at general availability.

Until May 10th
Early Access Program

Pay per deal. No license required.

Full document package, all compliance checks, upload your own documents. Available until May 10th. After that, per-module licensing only.

Lending
$3,000 / deal
Capital
$8,500 / deal
Deals / M&A
$8,500 / deal
Syndication
$5,000 / deal
Compliance
$2,500 / deal
  • Full document package
  • All compliance checks
  • Upload your own documents
  • No license commitment

Try it first

Free

Run a sample deal in any module. Full document output, all compliance checks. No credit card, no time limit.

  • Any module
  • Full document package
  • All compliance checks
  • Sample data only
  • No uploads
  • No time limit
Most Firms

Per-Module License

$250,000per module
+ $20,000/mo

One-time license per module. Unlimited usage. No per-deal fees, no caps.

Each additional module: +$250,000 license + $7,499/mo.

10 seats included. $750/seat/month after that.

  • Unlimited usage
  • Up to 10 seats
  • Full document package per deal
  • All compliance checks
  • Full audit trail
  • Inline document editing
  • Download packages (ZIP)
  • Team management
  • Onboarding included
  • Wire or ACH payment

Enterprise

Custom

All 5 modules, unlimited seats, custom integrations with your CRM, fund admin, and DMS. Dedicated support team.

Contact Sales
  • Everything in Per-Module
  • Unlimited seats
  • Salesforce, DealCloud, Juniper Square, and more
  • Dedicated account manager
  • Custom SLAs and uptime guarantees
  • SSO / SCIM provisioning
  • Security review and SOC 2 docs
  • Data residency options

Add modules as you grow

$250,000 license for your first module. Each additional module is +$250,000 license and +$7,499/month. Unlimited usage on every module.

ModulesLicense (One-Time)MonthlyYear 1 Total
1 module$250,000$20,000/mo$490,000
2 modules$500,000$27,499/mo$829,988
3 modules$750,000$34,998/mo$1,169,976
4 modules$1,000,000$42,497/mo$1,509,964
5 modules$1,250,000$49,996/mo$1,849,952

59 document types across 5 modules

Lending

36 docs

14 loan programs. SBA, commercial CRE, DSCR, bridge, construction, and more. 50-state compliance.

Capital

6 docs

Fund formation docs. PPM, sub agreements, operating agreements. Reg D 506(b) and 506(c).

Deals / M&A

6 docs

LOI through closing. Purchase agreements, DD checklists, disclosure schedules. HSR thresholds calculated.

Syndication

5 docs

Real estate syndication. PPM, investor docs, and a year-by-year financial model with waterfall distributions.

Compliance

6 docs

Fund admin. Quarterly LP reports, K-1 summaries, capital calls, distribution notices, Form ADV.

Enterprise: we build around your firm

Your firm already has a CRM, fund admin software, and document management system. Enterprise means OpenShut fits your existing workflow.

Unlimited seats

Everyone at the firm gets access. Associates, partners, paralegals, compliance officers.

Custom integrations

Salesforce, DealCloud, Juniper Square, Allvue, eFront, NetDocuments, iManage. Built as part of your engagement.

Dedicated support

Named account manager. Priority response. Direct line.

Custom SLAs

Guaranteed uptime, response times, and data residency requirements for your compliance team.

SSO / SCIM

Single sign-on with Okta, Azure AD, or your identity provider. Auto-provision and deprovision users.

Security review

SOC 2 documentation, penetration test results, and custom security questionnaire responses for your InfoSec team.

Frequently asked questions

What is Early Access?

Pay per deal instead of a full module license. Prices range from $2,500 (Compliance) to $8,500 (Capital or M&A) depending on the module. You get full access, all compliance checks, and can upload your own documents. Available until May 10th.

When does Early Access end?

May 10th. After that, new deals require a per-module license ($250,000 + $20,000/mo). Any deals you've already paid for during early access are yours forever.

What counts as a module?

Each of the five products is one module: Lending, Capital, Deals/M&A, Syndication, and Compliance. Pick one to start. Add more anytime.

How does adding a module work?

Pay the $250,000 license for the new module and add $7,499/month to your subscription. Unlimited usage from day one. No change to your existing modules.

What does the sample deal include?

Pick any module and generate a full document package using sample data. Same output, same compliance checks, same quality as production. You just can't upload your own documents until you subscribe.

What happens after the sample deal?

You need a license or early access to create projects with your own data. Your sample deal stays accessible so you can reference the output.

Is usage really unlimited?

Yes. No per-deal fees, no caps, no overage charges. Generate as many document packages as your firm needs. The monthly fee covers everything.

How do seats work?

Up to 10 seats per organization. Any member can create projects, generate documents, and download packages. Need more than 10? Talk to us about Enterprise or add seats at $750/seat/month.

Is my data secure?

All uploads are encrypted at rest and in transit. Expiring document links. Organization-level data isolation. Full audit trail. We don't use your data for training.

How does payment work?

License fee paid via wire transfer or ACH. Monthly subscription billed automatically.

See the output before you buy.

Free demo in any module. Full document output.

Contact Sales