Pricing

Two products. One workspace, one team.

Use the CRM to find and win investors and customers, the ERP to run the cap table and the fund, or both. Your records are shared, so an investor won in the CRM appears in the cap table without retyping.

Velouno ERP

Cap tables, board approvals and fund administration.

Billed monthly, or yearly with two months free. Priced per workspace; give each teammate their own ERP role.

Standard ERP

For the early stages of fund formation and management, and for any company tracking its own cap table.

$50 / month

Cap table and early fund admin

Get started with Standard

CORE

Fund administration coming soon
GP entity administration coming soon
LP portal coming soon
Closings
LP KYC coming soon
Reporting
Data warehouse coming soon
Fund forecasting coming soon
Cap table (Excel in and out)
Excel template, import and merge
Two-person board approvals
409A-ready version history

EVERY FEATURE POWERED BY NATIVE AI

Advanced ERP

Fund formation and management, ideal if you have a dedicated fund manager. Standard plus $100 a month.

$150 / month

Standard + $100 a month

Get started with Advanced

CORE

Fund administration coming soon
GP entity administration coming soon
LP portal coming soon
Closings
LP KYC coming soon
Reporting
Data warehouse coming soon
Fund forecasting coming soon
Cap table (Excel in and out)
Excel template, import and merge
Two-person board approvals
409A-ready version history

ENTERPRISE

CRM: deal flow and LP pipelines
Fund formation and management
GP carry tracking coming soon
Auditor portal coming soon
API access
Self-service data collection coming soon
Self-service portfolio valuations coming soon

EVERY FEATURE POWERED BY NATIVE AI

Fund-of-funds integration

Audit-ready roll-ups across every fund you manage or back, with integrations set up for you.

$1,200 / month

+ $1,000 one-time setup

Talk to us about setup

CORE

Fund administration coming soon
GP entity administration coming soon
LP portal coming soon
Closings
LP KYC coming soon
Reporting
Data warehouse coming soon
Fund forecasting coming soon
Cap table (Excel in and out)
Excel template, import and merge
Two-person board approvals
409A-ready version history

ENTERPRISE

CRM: deal flow and LP pipelines
Fund formation and management
GP carry tracking coming soon
Auditor portal coming soon
API access
Self-service data collection coming soon
Self-service portfolio valuations coming soon

INTEGRATION

Fund-of-funds roll-up across all funds
Audit package export
Accounting and fund-admin integrations coming soon

EVERY FEATURE POWERED BY NATIVE AI

Velouno CRM

Investor and sales CRM, campaigns and data rooms.

Priced per workspace, not per seat. Invite your team and choose who gets the CRM.

For startups

Free

No card needed

5 warm intros to matched investors (up to 2 a day)
Investor and sales CRM, lists and import
Storibot.ai Studio, campaigns and text & calls
Raise page, data room with NDA and view log
Invite your team

Start free

Best buyFounder membership

^$44per month, by card

or $40/month in bitcoin, prepaid ($400 for 12 months)

10 warm intros every day
+1 or +2 extra intros a day for a Gas Pedal score of 60 or 80
Full-depth dry-powder recommendations
Build lists from the Velouno investor directory
Everything in Free. Cancel anytime.

Join the CRM

For investors

Free

For funds, angels and family offices

A deal-intake page for your thesis
A thesis algorithm that scores every submission
Introductions from founders who fit
Lead collection and analytics

Join as an investor

Multi-user

Everyone gets the product they need, and nothing more.

CRM onlySales and investor relations work on velouno.com and never see the cap table.

ERP onlyFund administrators and finance work on erp.velouno.com and never see the CRM's contacts.

BothFounders and partners move between the two with one sign-in.

ERP roles
ERP role	What they can do
Viewer	Reads cap tables, the equity landscape and approvals.
Member	Uploads cap table changes, proposes board approvals.
CFO / fund manager	Runs the ERP day to day: creates companies, funds and SPVs, records valuations and commits cap table changes.
ERP admin	Everything, plus ERP team access.
Board signer	Can sign board of directors, board of advisors and investment committee approvals. Every approval needs two different signers.

CRM roles: admin (approves campaigns, manages the team), member (edits records, drafts campaigns) and viewer (read only). The workspace owner always has both products.