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Pricing

Priced for the firm, not the seat.

A five-person firm can control significant AUM. Rounic is priced at firm level with included user and data bands, so adoption across the whole team is never the thing that makes it expensive.

Core
Firm Memory

The foundation. Everything a firm needs to stop losing what it already knows.

  • Ask Rounic across authorised firm knowledge
  • Historical deals and prior-look detection
  • Source citations on every material claim
  • Deal Workspaces
  • Full permission inheritance and audit
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Add-on
Portfolio Intelligence

For firms who want the loop closed all the way back to the next underwriting.

  • Board packs, KPIs, and covenant monitoring
  • Exception surfacing across the portfolio
  • Underwriting versus actual outcomes
  • Governed lessons proposed from your own history
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Add-on
Enterprise Controls

For firms whose security or regulatory posture requires it.

  • Single-tenant deployment
  • Advanced SSO and SCIM provisioning
  • Customer-managed keys and data-residency options
  • Custom retention, legal hold, and advanced audit
  • Private model and private networking options
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Priced at firm level, not per seat

The value comes from firm-wide knowledge under permissions. Charging per seat would make the correct decision — giving everyone access — the expensive one.

Security is never the upsell

Permission inheritance, tenant isolation, encryption, and audit are in every plan. Only deployment topology and enterprise administration sit behind Enterprise Controls.

Start with a paid pilot

A bounded corpus, the integrations that matter, use on live deals, and a documented evaluation — creditable against an annual contract if you go ahead.

What a number depends on

Rounic quotes against the shape of your firm rather than a public rate card: how many investment professionals will use it, which source systems need connecting, how much history you want ingested, whether you need single-tenant deployment, and which packages you take.

Tell us those five things and we will give you a real figure on the first call — not a range that moves later.

info@rounic.com

Get a figure that fits your firm.

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