Plans & Pricing
Fund Flow offers three subscription tiers designed to scale with your real estate operation — from solo operators just getting started to high-volume firms managing multiple funds simultaneously.
Plan Overview
| Feature | Free | Standard ($97/mo) | Professional ($297/mo) |
|---|---|---|---|
| Contacts | 100 | 500 | 5,000 |
| Deals | 2 | 10 | Unlimited |
| Active Loans | 2 | 25 | Unlimited |
| Team Members | 1 | 3 | 10 |
| Landing Pages | 1 | 3 | 30 |
| Email Templates | 3 | 20 | Unlimited |
| Segments | 1 | 10 | Unlimited |
| AI Tokens / month | 10,000 | 100,000 | 500,000 |
| Syndication Documents | Not included | $6,500 add-on | $6,500 add-on |
| Custom Domain | No | No | Yes |
| Gmail Integration | No | Yes | Yes |
| API Access | No | No | Yes |
Free Plan — $0/month
The Free plan is designed for operators who are just testing Fund Flow or running a very small operation.
What's Included
- Up to 100 contacts in the CRM
- Up to 2 active deals
- Up to 2 active loans
- 1 landing page
- 10,000 AI tokens per month for the AI Command Center
- Basic email templates (3 templates)
- Investor portal for your contacts
- Fund Flow subdomain (
yourorg.fundflowos.com)
Limitations
- No Gmail integration (email communication tracked manually)
- No team members (single-user account)
- No custom domain
- No API access
- No automation workflows
Tip
Free plan users can upgrade at any time without losing any data. All contacts, deals, and settings carry over immediately.
Standard Plan — $97/month
Standard is built for active operators running 1–5 deals per year who need email automation, a larger investor database, and AI-assisted outreach.
What's Included (above Free)
- Up to 500 contacts
- Up to 10 active deals
- Up to 25 active loans
- 3 team members (add additional seats as an add-on)
- 3 landing pages
- 20 email templates
- 10 segments for targeted outreach
- 100,000 AI tokens per month
- Gmail integration — bi-directional sync and AI email drafting
- Automation workflows (deal stage triggers, email sequences)
- Syndication document generation available as a $6,500 per-offering add-on
Professional Plan — $297/month
Professional is designed for high-volume operators, fund managers, and teams actively running multiple simultaneous offerings.
What's Included (above Standard)
- Up to 5,000 contacts
- Unlimited deals and unlimited active loans
- 10 team members (add more as an add-on)
- 30 landing pages
- Unlimited email templates and unlimited segments
- 500,000 AI tokens per month
- Custom domain for landing pages and investor portal
- API access for custom integrations
- Priority support with dedicated onboarding call
- Advanced analytics and dashboard customization
- White-label investor portal (custom logo, colors, domain)
Add-Ons
Add-ons are available on Standard and Professional plans and are billed in addition to the base subscription.
AI Token Packs
Purchase additional AI tokens when your monthly allocation runs low. Tokens roll over for up to 90 days.
| Pack Size | Price |
|---|---|
| 100,000 tokens | $19 |
| 500,000 tokens | $79 |
| 2,000,000 tokens | $249 |
AI tokens are consumed by: email drafting, AI Command Center, deal analysis generation, pitch deck content generation, and data import auto-mapping.
SMS Messaging
Outbound SMS for investor notifications and outreach. Requires a verified sending number (provisioned through Fund Flow).
| Volume | Price |
|---|---|
| Per SMS sent | $0.05 per message |
| Monthly bundle | 500 SMS for $19 |
Syndication Document Generation
Generate a full SEC-compliant document package (PPM, Operating Agreement, Subscription Agreement) for a Reg D 506(b) or 506(c) offering.
- Price: $6,500 per offering (one-time, per document set)
- Available on: Standard and Professional plans
- Turnaround: Documents generated immediately via the 9-step Micro-Fund wizard
Additional Team Members
- Price: $15/seat/month (Standard), $20/seat/month (Professional)
- Each additional seat receives full operator access with role-based permissions
Billing & Payment
Payment Methods
Fund Flow accepts all major credit and debit cards (Visa, Mastercard, American Express, Discover) processed securely via Stripe. ACH bank transfer is available for annual Professional subscriptions.
Billing Cycle
Plans are billed monthly on the anniversary of your signup date. Annual billing (paid upfront) is available at a 20% discount — contact support to switch.
Invoices
Invoices are emailed automatically after each charge and are available for download in Settings > Billing > Invoice History.
Upgrading Your Plan
- Go to Settings > Billing.
- Click Manage Subscription.
- Select the new plan tier.
- Confirm — the upgrade takes effect immediately and you are charged a prorated amount for the remainder of the current billing period.
Note
After upgrading, your new contact, deal, and loan limits are available instantly. You do not need to re-import data or reconfigure settings.
Downgrading Your Plan
- Go to Settings > Billing > Manage Subscription.
- Select the lower tier.
- The downgrade takes effect at the start of the next billing cycle (not immediately).
If your current usage exceeds the limits of the lower plan (e.g., you have 300 contacts and are downgrading to Free with a 100-contact limit), you must reduce your usage before the downgrade takes effect. Fund Flow will send reminder emails starting 7 days before the billing cycle end. Contacts over the limit will not be automatically deleted — they will become read-only until you are back within limits.
Canceling Your Subscription
- Go to Settings > Billing > Manage Subscription.
- Click Cancel Plan.
- Confirm cancellation.
Your account remains active with full access until the end of the current paid billing period, then switches to the Free plan (not deleted). All your data is retained. You can reactivate a paid plan at any time.
Frequently Asked Questions
Is there a free trial for Standard or Professional? Yes — a 14-day free trial is available for both Standard and Professional plans. No credit card is required to start the trial.
Can I pause my subscription instead of canceling? Pause is not currently available. Canceling reverts you to the Free plan, which retains all your data indefinitely.
What counts as an "active" deal or loan? Any deal or loan record that is not in a "Closed" or "Archived" status. Archive deals you are no longer working to free up slots.
Do AI tokens carry over month to month? No — the monthly included allocation resets each billing cycle. Purchased token packs (add-ons) roll over for 90 days.
How is the syndication add-on charged? The $6,500 fee is a one-time charge per document set, billed immediately when you click Generate Documents in the wizard. It is not a recurring charge.
Can multiple team members share AI tokens? Yes — AI tokens are shared across the entire organization account, not per user. Heavy AI usage by one team member draws from the same pool.
Is there a nonprofit or startup discount? Contact our sales team at support@fundflowos.com to discuss nonprofit, accelerator cohort, or volume pricing.