Plans and billing

How the four plans differ, what a vehicle is, and where to subscribe, switch plans or update your card.

Investryx is priced by the number of vehicles you manage, not by the number of people. A vehicle is a fund, an SPV or a syndicate. Every plan includes unlimited seats.

The plans

Plan	Price	Vehicles	Made for
Angel	$99 / month	None	Angels and scouts investing personal capital
Emerging	$499 / month	2	Emerging GPs and new managers
Established	$899 / month	5	Managers running several vehicles
Institutional	from $2,000 / month	Unlimited	Firms with institutional LPs; priced with our team

Annual billing gives you two months free compared with monthly. Sourcing, enrichment, pipeline, relationship intelligence and memos are available on every plan. Fund administration, capital calls, LP reporting and the LP portal need at least one vehicle, so they start at Emerging. AI enrichment is subject to fair use.

The free trial

Every new workspace starts a 14-day trial of the plan chosen at sign-up. You add a card on a secure checkout page during sign-up; nothing is charged that day. While the trial runs, Settings → Plan & billing shows how many days are left and the date of the first charge. When the trial ends, the card is charged for the plan and billing cycle you chose, unless you cancel before then. Cancel from Settings → Plan & billing → Manage billing at any time during the trial and nothing is billed; you keep full access until the trial end date.

Most workspaces subscribe during sign-up. If checkout was not completed, or a previous subscription has ended, the workspace is read-only and shows a Finish setting up billing banner. Only Owners and Admins can manage billing.

Open Settings → Plan & billing.
Use the Monthly / Annual toggle above the plan cards.
Select Start free trial (or Subscribe if your workspace has subscribed before) on the plan you want.
You are taken to a secure checkout page to add a payment method, then returned to Settings. A confirmation reads “Subscription started”.

Switch plans, update your card, see invoices

Once a subscription exists, the plan cards show Switch plan and the current-plan card shows Manage billing. Both open the billing portal, where you can change plan or billing cycle, replace the card, download invoices and cancel. Cancelling during the trial takes effect at the trial end date with no charge; cancelling later takes effect at the end of the current period. The Next invoice line in Settings shows the date and cycle.

Failed payments and read-only mode

If a payment fails, the status chip reads Payment overdue and we email the workspace owner. You keep full access for 7 days while our payment provider retries the card; update the card from Manage billing to clear it. If the payment is still outstanding after 7 days, the workspace becomes read-only: your team can sign in, view everything, request an export and use the billing page, but cannot add or edit records. Full access returns as soon as a plan is active again.

The same read-only mode applies when a subscription is cancelled and the period ends, or when sign-up checkout was never completed. The LP portal keeps serving reports you already published for 30 days after a lapse, then shows investors an unavailable notice. After 90 days in read-only mode we email a deletion notice; the data is deleted 30 days later unless a plan is reactivated.

Vehicle limits

The Managed vehicles card lists your funds against the plan’s limit. When you are at the limit and select New fund on the Funds screen, Investryx shows a Vehicle limit reached dialog with a See plans shortcut. Upgrading takes effect immediately.

Institutional

Institutional is a custom contract. Select Talk to sales on the plan card, or send us a note through the contact form, and we will scope volume, pricing and onboarding with you.

Manage plan and Sync with Stripe

Once a subscription is active, the bottom row of the Billing tab shows three buttons. Manage plan opens the billing portal on the plan-change screen, where you switch between Angel, Emerging and Established or between monthly and annual billing. Manage billing opens the portal home for cards, invoices and receipts. Sync with Stripe re-reads the subscription from the payment provider and updates the page; use it if a change made in the portal does not appear within a minute. Before a subscription exists, the same row shows Choose plan, which opens the secure checkout page.

Emails from Investryx

Billing mail always comes from Investryx (never from your firm’s name) and goes to the workspace owners and admins in their own language:

Welcome right after checkout: plan, trial end date, first charge and card, and three steps to get started.
Trial ending three days before the first charge.
Plan active when the trial converts, and Trial cancelled if you cancel during the trial.
Payment failed, Workspace read-only and the Deletion notice described above.