Three service tiers, priced per portfolio company
Self-Serve for hands-on teams. Managed Build to launch a portfolio-wide standard. Full-Service for end-to-end coverage.
Self-Serve
For firms looking to AI-enable their portfolio modeling with a hands-on internal team driving.
$1,200
/ mo / portfolio company
Includes
- Full Convexent platform access
- Unlimited AI-assisted modeling & analysis
- Data room, collaboration, and integrations
- Your team builds and maintains models
Managed Build
For firms looking to launch a portfolio-wide standard quickly with limited internal build capacity.
$1,200
/ mo / portfolio company
+ $8,000 one-time build / portco
Includes
Everything in Self-Serve, plus:
- Convexent-built operating & valuation model
- Historical data integration
- Customization to your reporting standards
Full-Service
For firms looking to scale portfolio analytics without scaling headcount, with minimal in-house engineering.
$3,100
/ mo / portfolio company
All-in pricing — build included
Includes
Everything in Managed Build, plus:
- Continuous maintenance: BvA, actuals roll-forward
- QBR & IC-ready outputs
- ASC 820 Portfolio Valuations
Pricing scales per portfolio company. Talk to us about custom arrangements for larger portfolios or firm-wide deployments.