Starter $99/month, Professional $249/month, Business $499/month, Enterprise custom pricing. All plans billed monthly with no long-term commitment. PanelRoster is in early access and requires joining the waitlist.
Key features
Fundraising readiness assessment and corporate records health checks
Evidence-linked history of ownership, equity, rights, and governance events
Continuous monitoring of records for gaps and inconsistencies
Secure customizable sharing links with access controls
Advanced relationship mapping and name variation analysis
AI Assistant for searching and querying documents
Activity tracking and audit trails on shared materials
Video and audio analytics
Portfolio-level health checks and reporting
Live progress tracking per quota cell
Quality control with complete review history for every respondent
Recontact database for managing respondent history
Log respondents from any device
Verified professional profile building for interviewers
Advanced workflows and approvals
Comprehensive reporting and dashboards
Operational analytics and insights
What makes it different
Identifies and fixes corporate record gaps before investors and auditors discover them
Interprets relationships between records and reconstructs corporate history automatically
Enables continuous monitoring rather than point-in-time audits
Works with disorganized records from multiple teams and formats
Customizable, white-labeled, or integrable via API and MCP
Unified platform for agencies, suppliers, and interviewers to coordinate
Real-time visibility across all project and quota cells without chasing updates
Free tools including Resolve for operational issue tracking and auditing
DocChief AI™
PanelRoster