Nagini.
Pricing

Three tiers.
Sized to the way you already work.

Solo for the single analyst at a sub-$1B fund. Team for multi-analyst funds. Institutional for the $5B+ multi-manager wedge.

solo

Analyst

Single analyst at a sub-$1B AUM fund or family office. Today's primary audience — the V1 surface, end to end.

$[OPERATOR_TO_RATIFY]/ month

$200–$400/mo range — operator to ratify. 14-day free trial inside the invited beta.

  • Unlimited models, theses, and DCFs
  • Agent toolchain — read_cell, write_cell, run_dcf, run_sensitivity, generate_writeup
  • M6 data feeds — SEC filings, news, delayed quotes
  • Cell-by-cell audit log with full provenance
  • .xlsx export with formulas and formatting preserved
  • Multi-LLM agent loop — Gemini 2.5 Pro default, Claude Opus 4.7 per turn
  • Direct support from the team building this
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team

Team

Multi-analyst funds, roughly 3–10 analysts. Adds the collaboration surface — comments, threads, assign-to-PM — gated on M12 per ADR-0012.

$[OPERATOR_TO_RATIFY]/ seat / month

Per-seat, billed annually. Solo features plus the team workflows below.

  • Everything in Solo
  • Multi-user tenant with per-role permissions (analyst · PM · risk · compliance)
  • Comments and threads pinned to cells or to the thesis
  • Assign-to-PM with a review queue
  • Real-time presence and soft locking on simultaneous edit
  • PM-confirms-analyst-order surface (when M8 trade execution lands)
  • SSO via Auth.js magic-link; SAML/SCIM in V3.5

ships Q-onwards · M12 in the V3 push

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institutional

Institutional

Funds at $5B+ AUM, multi-manager structures, the V3 wedge. Plugs into the data spigot you already license; bolts on the risk and compliance surface a $5B+ MSA actually demands.

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Public price would mislead more than it informs. Email and we'll size it.

  • Everything in Team
  • Bloomberg / FactSet / CapIQ adapters — the agent reads from your existing seat license (M16)
  • Risk module — VaR, scenario stress, exposure aggregation (M13)
  • Compliance module — restricted lists, position limits, pre-trade checks (M14)
  • Performance attribution feeding back into the agent's prior (M15)
  • Multi-asset depth — credit, FX, commodities (M11)
  • White-glove onboarding; per-tenant KMS-encrypted credential storage
  • SOC2 path on request
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roadmap M12 (team workflows) and M16 (institutional integrations) ship in our V3 push — see docs/plan.md for the public roadmap. The plan is the contract; ADRs in docs/decisions carry the rationale.