Plans & Capabilities

An investment-case platform for capital decisions. Choose by scope: a team, a function, or the whole enterprise. Pricing provided separately.

Every plan authors the full business case. Deterministic financials and the Trust Engine are on every case, in every plan. Plans differ by depth: how many cases and people, how much research and governance, and the security your scale requires.

Capabilities StandardFor a team BusinessFor a function EnterpriseFor the enterprise
Plan limits
Authors630Custom
Reviewers / approvers420Custom
ViewersUnlimitedUnlimitedUnlimited
Cases / yr50200Custom
Business case development
Guided business case creation
Business case coach
Guided discovery
Ranked solution options with recommendation
Build vs. buy vs. hybrid analysis
Requirements feasibility screening
Assumptions, risks & estimate basis
Sensitivity & impact analysis
Sourced, quote-backed costs
Work breakdown & effort estimation
Vendor & solution research, with sources
Competitor research
Financial rigor & valuation
NPV, IRR & payback calculation
Cost of Delay
Reconciled financials (single source of truth)
Automatic consistency & inflation checks
Scenario & what-if modeling
Cash-flow modeling & break-even analysis
Tailoring to your business
Strategic priorities alignment
Functional domain coverage1 domainAll domains
Industry-specific tailoring
Technology & methodology standards
Custom KPI & methodology configuration
Company context upload
Investment lifecycle
Stage-gated case maturity & baselining
Change management & adoption planning
Change control & re-approval
Benefits realization tracking
Historical value import (onboarding)
Drafting & collaboration
Flexible authoring (guided to manual)
Full business requirements document
Edit history & version trail
Import existing documents (Excel, Word, PDF, PPT)
Real-time collaborative editing
Reporting & executive outputs
Executive PowerPoint & Word exports
Branded templates (your logo & colors)
Portfolio insight & forecast accuracy
Case-level financial dashboards
Portfolio roll-up & comparisonWithin functionCross-function
Team administration & usage reporting
Governance & controls
Approval workflows (approve / reject / comment)
Immutable audit log
Audit-grade sign-offs by section
Segregation-of-duties controls
Security & compliance
Data isolation (multi-tenant, row-level security)
Sensitive-data protection
Multi-factor authentication
Role-based access (admin, author, reviewer, viewer)
SOC 2 compliance
Single sign-on (SSO / SAML)
PPM / project-tool integration
Support & success
SupportEmailPriorityDedicated success manager
OnboardingSelf-serveGuidedWhite-glove
Uptime SLA99.5%99.9%
Quarterly business reviews

Coming soon.

Find the right plan for your scope.

Pricing is tailored to your team, case volume, and governance needs. A 30-minute walkthrough is the fastest way to scope it.

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