Priced by how much you let it run.
Every plan ships an analyst that reads your financials and shows its work. The only question is how much you hand off, from “just compute my numbers” to “watch the whole portfolio and act.”
Prove it on your own numbers. Keep the board pack.
Connect up to two sources, get your 99 KPIs and one real Executive Brief built on your data, not a demo set. Deliberately lean: no forecasting, no agent, no exports beyond the one pack. Enough to know it’s real.
Pilot
A taste of the platform on your own data, lean by design.
Start free- 99 KPIs computed & health score
- Executive Brief + Command Center (view)
- Causal map, read-only
- Up to 2 integrations · 1 board pack to keep
- No forecasting, scenarios, or agent
Team
The full platform, plus an analyst that answers and drafts for you.
Start free, then $399/mo- Everything in Pilot, unlocked & unlimited seats
- All 7 live integrations · unlimited board packs
- Forward Signals, Scenario Planner, Trends
- Agentic analyst, 1,000 agent runs / mo
- Weekly agentic digest, what changed & why, before you ask
Enterprise
For funds, multi-entity groups, and teams that want agents on the job 24/7.
Book a portfolio walkthrough- Everything in Team, unlimited agent runs
- Portfolio roll-up across every company (PE/VC view)
- Autonomous monitoring & approved agentic actions
- Agentic API & webhooks, your agents call AxiomSync
- SSO/SAML, audit logs, custom KPIs, dedicated support
Meet the analyst that shows its work.
Not a chatbot bolted on top, an agent wired into the causal engine. It earns more autonomy as you move up.
It answers
Ask “what’s dragging Rule of 40?” in plain English. It traces the causal chain and answers with the source rows attached, no hunting, no hallucination.
Traceable Q&AIt drafts
Your board narrative, the weekly digest, the “three things to discuss”, written from your actual numbers, ready to edit in your voice, every cycle.
Auto-drafted board packIt acts
Standing agents watch every KPI across the portfolio, fire early-warning alerts, open the root-cause, and, with your approval, kick off the follow-up. Callable from your own stack via the API.
Autonomous + APIWhat each plan actually does.
| Capability | PilotFree | Team$399/mo | EnterpriseTalk to us |
|---|---|---|---|
| Intelligence | |||
| 99 KPIs, health score, causal map | ✓ | ✓ | ✓ |
| Forward Signals, Scenario Planner, Trends | ✓ | ✓ | |
| Integrations | 2 | All 7 | All 7 + custom |
| Board packs | 1 to keep | Unlimited | Unlimited + white-label |
| Agentic analyst | |||
| Ask the Analyst (traceable Q&A) | 5 to try | 1,000 / mo | Unlimited |
| Auto-drafted board narrative & digest | ✓ | ✓ | |
| Autonomous monitoring agents | Alerts only | ✓ full | |
| Approved agentic actions | ✓ | ||
| Agentic API & webhooks | ✓ | ||
| Scale & governance | |||
| Seats | 1 | Unlimited | Unlimited + roles |
| Portfolio roll-up (multi-company) | ✓ | ||
| SSO/SAML, audit logs, data residency | ✓ | ||
| Support | Community | Dedicated + SLA |
Every plan: deterministic, traceable numbers · if a metric can’t be computed we withhold it, never fabricate · your data stays isolated.
Agent-run limits are illustrative for this preview and finalised at launch. Calculate what a plan is worth to you →
Before you ask.
What’s an “agent run”? +
Anything the analyst does on its own behalf, answering a question, drafting a narrative, running a scenario, or firing a monitored alert. Team includes 1,000 a month (plenty for a finance team); Enterprise is unlimited.
Do you store our raw financials? +
Your raw data lives in your own isolated workspace, encrypted. Only anonymised KPI aggregates ever reach the AI layer. Read the security overview →
How fast is first value? +
Connect a source and your KPIs, health score, and first board pack are ready the same day, often inside 30 minutes.
What if a metric can’t be computed? +
We mark it uncomputable and tell you exactly what to connect. We never fabricate a number to fill a gap, that’s the whole point.
Can the agent actually do things, or just talk? +
On Team it answers and drafts. On Enterprise it monitors continuously and can take approved actions, nothing happens without a human in the loop, and every action is logged.
We’re a fund with several portfolio companies. +
That’s Enterprise. Each company keeps its own isolated workspace; you get the standardized roll-up. See the portfolio view →
See it on your data first.
Free for 30 days, one company, no card. You leave with a real board pack whether or not you go further.