Two paid tiers: Pro (self-serve) and Enterprise (deal-room + team features). Pro requires a card to start the 3-day free trial; cancel anytime through the Customer Portal. Annual saves $998/yr vs. monthly.
Pro
$249 / month, billed monthly.
$1,990 / year($166 / month equivalent, billed annually) — save $998/yr.
Start 3-day trial →
Deliverables
- Live-formula 11-sheet Excel workbook
- Underwrote_AI_Brief tab · LLM-ready summary + paste-into- Claude prompts (IC memo, risk, diligence)
- Live partnership waterfall · 5 structures including OZ-equity 3-bucket
- IRR & DSCR sensitivity matrices · Base / Upside / Downside scenarios
Engine
- Unlimited deals · 12-step wizard · 10-year proforma
- Luxury OOD: spa, golf, retail, telecom, internet, membership clubs, branded residences
- AI document extraction · OM, STR, Kalibri, P&L, proforma xlsx
- Pre-fill the wizard with your firm’s underwriting defaults
Workspace
- Workspace branding on Excel cover
- MCP server · connect Claude, ChatGPT, or Copilot to your deal data
- Deal calibration · outcomes capture & comparables
- TOTP MFA · row-level security · audit log
- Priority support
Enterprise
Custom pricing — contact support@underwrote.ai to get set up.
Everything in Pro, plus:
Deal Room
- AI-assisted deal-room assembly — upload the OM, STR report, P&L, and rent roll; the engine reconciles periods, extracts key metrics, and pre-fills the wizard
- Side-by-side reconciliation view — source document vs. underwritten value with variance flags
- Audit trail — every extracted assumption is linked back to the source page and line item
- Deal-room share links for lenders and LPs
Team
- Workspace-level deal library shared across seats
- Role-based access (sponsor, analyst, read-only)
- Priority onboarding and dedicated support
FAQ
Is a credit card required for the trial?
Yes. The 3-day trial requires a card up front. You won’t be charged until the trial ends, and you can cancel any time in between — we’ll email a reminder a few days before the trial converts.
Can I share a deal with a lender or LP without buying them a seat?
Yes. Pro users can generate magic-link read-only share pages of any deal. Recipients view in the browser without an account, no seat required. There is no Teams tier and no per-collaborator permissions — deliberately. See Scope for the model.
Can I pause my subscription?
Yes. From Settings → Billing → Cancel subscription you can pause for 1, 2, or 3 months. Stripe stops invoicing during the pause; the subscription auto-resumes at the end of the window.
What if I need to cancel?
Self-serve through Settings → Billing. Cancellations take effect at the end of the current billing period — you keep Pro access until that date. Your saved deals stay on your account on the Free tier after cancellation.
How does Enterprise pricing work?
Enterprise is custom-priced based on team size and deal volume. Email support@underwrote.ai and we’ll scope it out together.
What we don’t charge for
Single-export pricing was retired pre-launch. There is no Recipient tier and no per-deal pricing. If you need an Excel workbook, that’s included in Pro.