Simple plans for every business

Choose a plan that fits your goals and scale with tools that grow alongside you.

Billed monthly

Billed yearly

Essential

Perfect for freelancers and solo founders getting started with financial clarity

$30/month

$30 billed monthly

Track up to 500 transactions/month

Categorize expenses automatically

Real-time alerts for unusual spend

Simple dashboard with monthly insights

Upload and store up to 200 receipts

Export data as CSV or PDF

Connect one business bank account

Growth

Best for small teams ready to scale financial control and reporting.

$60/month

$60 billed monthly

Manage up to 10 team members

Unlimited transactions and uploads

Smart budget planning with alerts

Approvals and role-based permissions

Integration with QuickBooks/Xero

Custom expense categories and tags

Automated recurring payments tracking

Enterprise

For growing organizations needing deep insights, security, and scalability.

$90/month

$90 billed monthly

Support for multiple business entities

Custom analytics dashboards & KPIs

AI-powered forecasting

API access for custom integrations

Dedicated account manager

Advanced fraud and compliance tools

Role-based controls with audit logs

Billed monthly

Billed yearly

Essential

Perfect for freelancers and solo founders getting started with financial clarity

$30/month

$30 billed monthly

Track up to 500 transactions/month

Categorize expenses automatically

Real-time alerts for unusual spend

Simple dashboard with monthly insights

Upload and store up to 200 receipts

Export data as CSV or PDF

Connect one business bank account

Growth

Best for small teams ready to scale financial control and reporting.

$60/month

$60 billed monthly

Manage up to 10 team members

Unlimited transactions and uploads

Smart budget planning with alerts

Approvals and role-based permissions

Integration with QuickBooks/Xero

Custom expense categories and tags

Automated recurring payments tracking

Enterprise

For growing organizations needing deep insights, security, and scalability.

$90/month

$90 billed monthly

Support for multiple business entities

Custom analytics dashboards & KPIs

AI-powered forecasting

API access for custom integrations

Dedicated account manager

Advanced fraud and compliance tools

Role-based controls with audit logs

Billed monthly

Billed yearly

Essential

Perfect for freelancers and solo founders getting started with financial clarity

$30/month

$30 billed monthly

Track up to 500 transactions/month

Categorize expenses automatically

Real-time alerts for unusual spend

Simple dashboard with monthly insights

Upload and store up to 200 receipts

Export data as CSV or PDF

Connect one business bank account

Growth

Best for small teams ready to scale financial control and reporting.

$60/month

$60 billed monthly

Manage up to 10 team members

Unlimited transactions and uploads

Smart budget planning with alerts

Approvals and role-based permissions

Integration with QuickBooks/Xero

Custom expense categories and tags

Automated recurring payments tracking

Enterprise

For growing organizations needing deep insights, security, and scalability.

$90/month

$90 billed monthly

Support for multiple business entities

Custom analytics dashboards & KPIs

AI-powered forecasting

API access for custom integrations

Dedicated account manager

Advanced fraud and compliance tools

Role-based controls with audit logs

CLIENT SUCCESS

Proof from live capital formation

Client image

“They know exactly what they’re doing. I highly recommend Raisi—especially to anyone looking to raise capital. And the network they’ve built on the capital front is unmatched.”

Client image

Vishan Patel

Investment Manager, Strivepoint Capital

Client image
Logo

301 investor conversations initiated

Client image

Logic mandate

Sector-specific targeting, investment narrative development and coordinated engagement

Client image

217 interested investors

Client image

SippTech mandate

Deep-tech investor mapping and coordinated outreach with Tier-1 venture firms

CLIENT SUCCESS

Proof from live capital formation

Client image

“They know exactly what they’re doing. I highly recommend Raisi—especially to anyone looking to raise capital. And the network they’ve built on the capital front is unmatched.”

Client image

Vishan Patel

Investment Manager, Strivepoint Capital

Client image
Logo

301 investor conversations initiated

Client image

Logic mandate

Sector-specific targeting, investment narrative development and coordinated engagement

Client image

217 interested investors

Client image

SippTech mandate

Deep-tech investor mapping and coordinated outreach with Tier-1 venture firms

CLIENT SUCCESS

Proof from live capital formation

Client image

“They know exactly what they’re doing. I highly recommend Raisi—especially to anyone looking to raise capital. And the network they’ve built on the capital front is unmatched.”

Client image

Vishan Patel

Investment Manager, Strivepoint Capital

Client image
Logo

301 investor conversations initiated

Client image

Logic mandate

Sector-specific targeting, investment narrative development and coordinated engagement

Client image

217 interested investors

Client image

SippTech mandate

Deep-tech investor mapping and coordinated outreach with Tier-1 venture firms

WALKTHROUGH

See how Raisi fits your firm’s operating model

See a private-market operating layer in context

Walk through your current data, relationship and execution workflows with our team and identify where a shared context layer creates the most leverage.

Who is Raisi built for

Raisi is built for private equity, growth equity, investment banking, fund management, family office, capital advisory and portfolio operations teams working across private markets.

What becomes part of the context layer

Company profiles, investment criteria, investor and allocator records, relationship history, documents, meetings, outreach, engagement signals and active pipeline state.

Where does Raisi sit in the existing technology stack

Raisi acts as the shared context and execution layer across private-market data, relationship workflows and capital activity. The operating model is configured around the firm’s current systems and processes.

Which workflows can Raisi support

Origination, investor and allocator mapping, deal marketing, outreach, follow-up, meeting preparation, materials management, capital pipeline tracking and portfolio fundraising support.

How is Raisi configured for each firm

Raisi is structured around the firm’s investment criteria, data sources, mandate types, team responsibilities and existing capital-related workflows.

Does Raisi guarantee an investment or capital outcome

No. Raisi improves the quality, consistency and visibility of private-market execution. Investment decisions and capital outcomes remain subject to market conditions and the judgment of the parties involved.

How does Raisi support portfolio capital activity

Raisi gives portfolio teams a repeatable operating model for capital formation while maintaining firm-level visibility, consistency and accountability.

How does Raisi support institutional memory

Raisi preserves the knowledge generated across funds, companies, investors, transactions and relationship activity so it remains accessible beyond individual team members or a single mandate.

WALKTHROUGH

See how Raisi fits your firm’s operating model

See a private-market operating layer in context

Walk through your current data, relationship and execution workflows with our team and identify where a shared context layer creates the most leverage.

Who is Raisi built for

Raisi is built for private equity, growth equity, investment banking, fund management, family office, capital advisory and portfolio operations teams working across private markets.

What becomes part of the context layer

Company profiles, investment criteria, investor and allocator records, relationship history, documents, meetings, outreach, engagement signals and active pipeline state.

Where does Raisi sit in the existing technology stack

Raisi acts as the shared context and execution layer across private-market data, relationship workflows and capital activity. The operating model is configured around the firm’s current systems and processes.

Which workflows can Raisi support

Origination, investor and allocator mapping, deal marketing, outreach, follow-up, meeting preparation, materials management, capital pipeline tracking and portfolio fundraising support.

How is Raisi configured for each firm

Raisi is structured around the firm’s investment criteria, data sources, mandate types, team responsibilities and existing capital-related workflows.

Does Raisi guarantee an investment or capital outcome

No. Raisi improves the quality, consistency and visibility of private-market execution. Investment decisions and capital outcomes remain subject to market conditions and the judgment of the parties involved.

How does Raisi support portfolio capital activity

Raisi gives portfolio teams a repeatable operating model for capital formation while maintaining firm-level visibility, consistency and accountability.

How does Raisi support institutional memory

Raisi preserves the knowledge generated across funds, companies, investors, transactions and relationship activity so it remains accessible beyond individual team members or a single mandate.

WALKTHROUGH

See how Raisi fits your firm’s operating model

See a private-market operating layer in context

Walk through your current data, relationship and execution workflows with our team and identify where a shared context layer creates the most leverage.

Who is Raisi built for

Raisi is built for private equity, growth equity, investment banking, fund management, family office, capital advisory and portfolio operations teams working across private markets.

What becomes part of the context layer

Company profiles, investment criteria, investor and allocator records, relationship history, documents, meetings, outreach, engagement signals and active pipeline state.

Where does Raisi sit in the existing technology stack

Raisi acts as the shared context and execution layer across private-market data, relationship workflows and capital activity. The operating model is configured around the firm’s current systems and processes.

Which workflows can Raisi support

Origination, investor and allocator mapping, deal marketing, outreach, follow-up, meeting preparation, materials management, capital pipeline tracking and portfolio fundraising support.

How is Raisi configured for each firm

Raisi is structured around the firm’s investment criteria, data sources, mandate types, team responsibilities and existing capital-related workflows.

Does Raisi guarantee an investment or capital outcome

No. Raisi improves the quality, consistency and visibility of private-market execution. Investment decisions and capital outcomes remain subject to market conditions and the judgment of the parties involved.

How does Raisi support portfolio capital activity

Raisi gives portfolio teams a repeatable operating model for capital formation while maintaining firm-level visibility, consistency and accountability.

How does Raisi support institutional memory

Raisi preserves the knowledge generated across funds, companies, investors, transactions and relationship activity so it remains accessible beyond individual team members or a single mandate.

PRIVATE CAPITAL INFRASTRUCTURE

Put your private-market context to work

See how Raisi helps institutional teams source, evaluate and execute through one connected operating layer.

TRUSTED ACROSS PRIVATE MARKETS

app screenshot

PRIVATE CAPITAL INFRASTRUCTURE

Put your private-market context to work

See how Raisi helps institutional teams source, evaluate and execute through one connected operating layer.

TRUSTED ACROSS PRIVATE MARKETS

app screenshot

PRIVATE CAPITAL INFRASTRUCTURE

Put your private-market context to work

See how Raisi helps institutional teams source, evaluate and execute through one connected operating layer.

TRUSTED ACROSS PRIVATE MARKETS

app screenshot