No hidden fees. No per-seat charges. Choose the plan that fits your portfolio and scale as you grow.
Most funds are fully onboarded within 2 weeks. We handle data migration from your existing systems and provide dedicated training for your team. Enterprise customers receive white-glove onboarding with a dedicated implementation manager.
Yes. Derek integrates directly with Carta, Pulley, and Capshare. We can also ingest data from spreadsheets, PDFs, or custom exports from other portfolio management systems.
All data is encrypted at rest (AES-256) and in transit (TLS 1.3). Each fund's data lives in its own isolated namespace. We never use your portfolio data to train AI models. See our Security page for full details.
Yes. Annual plans receive a 15% discount. Contact our sales team to discuss annual pricing for your specific needs.
White-label options are available on Enterprise plans. This includes custom branding for LP portals, reports, and investor communications. Contact sales for details.
See Derek in action with your own fund data. No commitment required.