Founding Cohort · 2026
Choose your tier.
Annual founding-cohort pricing. Cancel anytime within the first 30 days for a full refund.
Starter
$300/mo
Get into the flow
- 30-day cascade window — leads after Premium + Pro have had their crack
- Personal email + LinkedIn enrichment
- Manual outreach (you compose)
- Basic dashboard + pipeline
- AI-drafted outreach
- Auto-meeting booking
- Premium-fresh leads
Pro
$500/mo
Everything an advisor needs
- 14-day cascade window — fresh leads after Premium's first crack
- AI-drafted outreach in your voice
- Personal email + LinkedIn + location enrichment
- Auto-meeting detection via Calendly
- Outreach analytics + open tracking
- Pipeline kanban
- Premium-fresh exclusive access
Premium
$1,000/mo
The first to know
- FRESH leads — Day 0 · before they cascade
- 14-day exclusive window before leads drop to Pro
- Everything in Pro (AI drafts, full enrichment, Calendly)
- Multi-advisor team (up to 5)
- White-label outreach domain
- Quarterly compliance copy review
- Priority support
All plans include access to the cascade lead pool. 30-day full-refund guarantee.
Need something custom? Talk to us.
Founding Cohort Bonus
Lock in your tier before public launch.
First 25 advisors get 12-month price-lock + early input on the cascade engine + the opportunity to define their ideal-client filters before our public list goes wide. Once we open up, prices step up.