Simple, Deals-Based Pricing
No AUM fees. No per-investor charges. No surprises. One flat rate based on the number of deals you manage — upgrade or downgrade anytime.
Homebase pricing starts at $100/month for pre-deal sponsors and scales to $1,200/month for established GPs managing 15+ deals. The Growth plan at $500/month is the most popular choice for active sponsors managing 1 to 15 deals, and includes ACH distributions, cap table management, waterfall calculations, and e-signature checkout. All plans are month-to-month with no long-term contracts, no AUM fees, and no per-investor charges. Enterprise pricing is available for large firms and fund administrators.
Starter
For pre-deal GPs and early-stage sponsors not yet raising.
- AI Prompt Library (50+ templates)
- Professional deal room
- Investor CRM
- LP dashboard
- Basic reporting
Growth
For active sponsors running up to 15 active deals.
- Everything in Starter, plus:
- E-signature checkout
- ACH distributions
- Cap table management
- Waterfall calculations
- Co-GP accounts
- Customized investor reports
Scale
For established sponsors running unlimited active deals.
- Everything in Growth, plus:
- Unlimited active deals
- Integrations
- Priority support handling
- Advanced reporting & analytics
- Service level agreement available on request
Enterprise
Custom arrangements for large firms, RIAs, and fund administrators, under a separately signed agreement.
- Everything in Scale, plus:
- Custom limits and additional entities
- Written service level agreement
- Dedicated account manager
- Custom onboarding
- White-label options
Compare Plans
| Feature | Starter | Growth | Scale | Enterprise |
|---|---|---|---|---|
| Deal Room | ||||
| Investor CRM | ||||
| LP Dashboard | ||||
| AI Prompt Library | ||||
| E-signature Checkout | ||||
| ACH Distributions | ||||
| Cap Table Management | ||||
| Waterfall Calculations | ||||
| Co-GP Accounts | Unlimited | Unlimited | Unlimited | |
| Custom Reports | ||||
| Priority Support | ||||
| Dedicated Support Chat | ||||
| SLA Guarantees | ||||
| Custom Integrations | ||||
| API Access | ||||
| White-label |
Plan limits
These limits are part of our Terms of Service (Schedule 1). If anything on this page differs from Schedule 1, Schedule 1 controls.
| Limit | Starter$100/month | Growth$500/month | Scale$1,200/month |
|---|---|---|---|
| Marketing dealroomsPre-launch, not yet open or raising | Unlimited | Unlimited | Unlimited |
| Active dealsOpen or actively raising | Not available | Up to 15 | Unlimited |
| Fundraising featuresAccept investor funds, execute subscription documents, process transactions | No | Yes | Yes |
| Distributions | No | Yes | Yes |
| Integrations | No | No | Yes |
| Authorized usersAdmins, co-GPs, RIAs, CPAs, and team members | Unlimited | Unlimited | Unlimited |
| KYC verifications | Included, no per-item charge | Included, no per-item charge | Included, no per-item charge |
| Embedded document signatures | Not applicable | Included, no per-item charge | Included, no per-item charge |
| ACH acceptance and disbursementRequires a ZumRails agreement | Not available | Included, no per-item Homebase charge | Included, no per-item Homebase charge |
| API and MCP access | Not currently offered | Not currently offered | Not currently offered |
| Support | Email, one business day response target | Email, one business day response target | Priority handling |
Homebase does not currently charge usage fees. Custom and enterprise arrangements — additional entities, custom limits, or a written service level agreement — are available only under a separately signed agreement.
How Much Are You Overpaying in AUM Fees?
See how much you'd save with Homebase's flat pricing.
Current AUM Cost
$75,000
per year
Homebase Cost
$6,000
per year
Annual Savings
$69,000
per year