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

“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.”

Vishan Patel
Investment Manager, Strivepoint Capital

301 investor conversations initiated

Logic mandate
Sector-specific targeting, investment narrative development and coordinated engagement

217 interested investors

SippTech mandate
Deep-tech investor mapping and coordinated outreach with Tier-1 venture firms
CLIENT SUCCESS
Proof from live capital formation

“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.”

Vishan Patel
Investment Manager, Strivepoint Capital

301 investor conversations initiated

Logic mandate
Sector-specific targeting, investment narrative development and coordinated engagement

217 interested investors

SippTech mandate
Deep-tech investor mapping and coordinated outreach with Tier-1 venture firms
CLIENT SUCCESS
Proof from live capital formation

“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.”

Vishan Patel
Investment Manager, Strivepoint Capital

301 investor conversations initiated

Logic mandate
Sector-specific targeting, investment narrative development and coordinated engagement

217 interested investors

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.
or email us your queries at hello@website.com
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.
or email us your queries at hello@website.com
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.
or email us your queries at hello@website.com
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


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


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
