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Pricing designed for advisory firms at every stage.
Choose the plan that fits your firm.
Starter
$300/mo
- 1 Seat
- 10 valuations per year
Features:
- Enterprise-grade security
- Collaborator support
- AI-powered document parsing
- 4 valuation methodologies
- Integrations w. QuickBooks & Xero
- Export to PDF
- Business risk reporting
Professional
$800/mo
- 5 Seats
- 25 valuations per year
Everything in Starter, plus:
- White labeling
- Forecasting
- Excel Models Export
- NDA e-signature
- Research Report Export
- Data room access
- White-Glove support
Enterprise
Custom
- Volume Discounting
- Custom workflow integrations
- Custom model inputs & weighting
- API access
- Custom onboarding & training
- Dedicated account manager
- Quarterly business reviews
- Priority support & feature requests
Starter
$225/mo (billed yearly)
- 1 Seat
- 10 valuations per year
Features:
- Enterprise-grade security
- Collaborator support
- AI-powered document parsing
- 4 valuation methodologies
- Integrations w. QuickBooks & Xero
- Export to PDF
- Business risk reporting
Professional
$600/mo (billed yearly)
- 5 Seats
- 25 valuations per year
Everything in Starter, plus:
- White labeling
- Forecasting
- Excel Models Export
- NDA e-signature
- Research Report Export
- Data room access
- White-Glove support
Enterprise
Custom
- Volume Discounting
- Custom workflow integrations
- Custom model inputs & weighting
- API access
- Custom onboarding & training
- Dedicated account manager
- Quarterly business reviews
- Priority support & feature requests
See Your ROI With Halcyon
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of using Halcyon.
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