PRICING & PLANS

Pricing that scales with you

Monthly

Yearly

Starter

For individuals seeking an investment specific CRM.

Free

Create FREE Account

What's Included

Core CRM

500 Free IRIS credits

1 User

CSV imports & exports

No Email & Calendar sync

Direct upload files

Popular

AI Pro

The full Nvestiv experience — built for small to medium sized teams.

$100

/month, per user

Get Started

Everything in FREE plan, plus

Up to 20 users

Unlimited IRIS credits

CSV imports & exports

Email & Calendar sync

Cloud drive integration

Priority Support

Enterprise

For institutions with advanced workflows and security requirements.

Talk to us

Book A Call

Everything in AI Pro, plus

Team Workspaces

Custom Fields & Properties

CSV imports & exports

SSO + Advanced Permissions

Dedicated Servers

Dedicated Onboarding + Support

PRICING & PLANS

Pricing that scales with you

Monthly

Yearly

Starter

For individuals seeking an investment specific CRM.

Free

Create FREE Account

What's Included

Core CRM

500 Free IRIS credits

1 User

CSV imports & exports

No Email & Calendar sync

Direct upload files

Popular

AI Pro

The full Nvestiv experience — built for small to medium sized teams.

$100

/month, per user

Get Started

Everything in FREE plan, plus

Up to 20 users

Unlimited IRIS credits

CSV imports & exports

Email & Calendar sync

Cloud drive integration

Priority Support

Enterprise

For institutions with advanced workflows and security requirements.

Talk to us

Book A Call

Everything in AI Pro, plus

Team Workspaces

Custom Fields & Properties

CSV imports & exports

SSO + Advanced Permissions

Dedicated Servers

Dedicated Onboarding + Support

PRICING & PLANS

Pricing that scales with you

Monthly

Yearly

Starter

For individuals seeking an investment specific CRM.

Free

Create FREE Account

What's Included

Core CRM

500 Free IRIS credits

1 User

CSV imports & exports

No Email & Calendar sync

Direct upload files

Popular

AI Pro

The full Nvestiv experience — built for small to medium sized teams.

$100

/month, per user

Get Started

Everything in FREE plan, plus

Up to 20 users

Unlimited IRIS credits

CSV imports & exports

Email & Calendar sync

Cloud drive integration

Priority Support

Enterprise

For institutions with advanced workflows and security requirements.

Talk to us

Book A Call

Everything in AI Pro, plus

Team Workspaces

Custom Fields & Properties

CSV imports & exports

SSO + Advanced Permissions

Dedicated Servers

Dedicated Onboarding + Support

Pricing Details

Full Comparison Table

Swipe to compare →

Features	Free	AI Pro	Enterprise
Plan Price	$0/user/mo	$50/user/mo + usage	Custom
Users Included	1	Up to 20	Unlimited
Monthly AI Credits	Light	Medium	Large / Custom
AI Overage Billing	Yes	Yes	Volume pricing
Core CRM	✓	✓	✓
CSV Imports	✓	✓	✓
Document Storage	Basic	Full	Full
Email Integration	—	✓	✓
Calendar Sync	—	✓	SSO-enabled
Cloud Drive Connections	—	✓	✓ + Custom
File Auto-Organization	—	✓	✓
IRIS AI Assistant	Limited	Full	Full
IRIS Copilot	Limited	Full	Full
IRIS Autopilot	—	✓	✓
AI Document Processing	—	✓	✓
Enterprise Search	—	✓	✓
AI Agents	—	Included	Unlimited
Deal Screening	—	✓	✓
Memo Generation	—	✓	✓
Contact Enrichment	—	✓	✓
Custom Pipelines	—	—	✓
Team Workspaces	—	—	✓
Role-Based Permissions	—	—	✓
Audit Logs & Compliance	—	—	✓
Support	Standard	Priority	SLA + Dedicated CSM
Custom Integrations	—	—	✓

How Works

How AI Credits Work

Monthly Included Credits

Each plan includes a shared pool of AI credits for your entire company. IRIS uses these credits when performing tasks like chat, deal screening, memo generation, enrichment, email parsing, and document analysis.

Monthly Included Credits

Monthly Included Credits

Shared Company Pool

Credits are company-wide, not per user, keeping your monthly spend predictable even as your team grows.

Shared Company Pool

Credits are company-wide, not per user, keeping your monthly spend predictable even as your team grows.

Shared Company Pool

Credits are company-wide, not per user, keeping your monthly spend predictable even as your team grows.

Overage Billing

If your team exceeds its monthly credit allowance, we total the extra usage and charge your card at month-end. All usage is visible in real time inside Nvestiv — no surprises.

Overage Billing

If your team exceeds its monthly credit allowance, we total the extra usage and charge your card at month-end. All usage is visible in real time inside Nvestiv — no surprises.

Overage Billing

If your team exceeds its monthly credit allowance, we total the extra usage and charge your card at month-end. All usage is visible in real time inside Nvestiv — no surprises.

FAQ

Frequently asked questions

Got any Questions?

Let us know! Reach out and our team will get right back to you.

How do AI credits work?

AI credits are used whenever IRIS performs actions such as answering questions, generating memos, analyzing files, screening deals, or running agent automations. Each plan includes a monthly credit pool; overages are billed only if you exceed that pool.

What happens if we exceed our credits?

Why is AI Pro capped at 20 users?

Do unused credits roll over?

Do Free plan users need a credit card?

Can we switch plans anytime?

Do you offer annual discounts?

Can Enterprise teams integrate internal systems?

FAQ

Frequently asked questions

Got any Questions?

Let us know! Reach out and our team will get right back to you.

How do AI credits work?

What happens if we exceed our credits?

Why is AI Pro capped at 20 users?

Do unused credits roll over?

Do Free plan users need a credit card?

Can we switch plans anytime?

Do you offer annual discounts?

Can Enterprise teams integrate internal systems?

FAQ

Frequently asked questions

Got any Questions?

Let us know! Reach out and our team will get right back to you.

How do AI credits work?

What happens if we exceed our credits?

Why is AI Pro capped at 20 users?

Do unused credits roll over?

Do Free plan users need a credit card?

Can we switch plans anytime?

Do you offer annual discounts?

Can Enterprise teams integrate internal systems?

Usher in the future of private investments

Create your free account and let IRIS give you superpowers

Create FREE Account

See Pricing

Usher in the future of private investments

Create your free account and let IRIS give you superpowers

Create FREE Account

See Pricing