Start free, then a flat monthly plan with a generous file allowance. Top up in small blocks when a busy month hits — and just reach out when you outgrow the page.
Run the full pipeline on a small batch and see standardized output before you commit.
One analyst, clean output for every deal. Add files in small blocks when a busy month hits.
Up to five analysts on shared volume, with portfolio analytics and client-ready branded output.
LP groups screening constant deal flow, teams running ongoing portfolio reporting, more seats, API access, and custom or standards-based exports — we'll build a plan around how you actually work.
One uploaded operating statement counts as one file. finvuw supports Excel and CSV uploads, including workbooks where you choose the statement sheet before processing.
If your team is running above the included monthly volume, we can move you to the right plan or add capacity for higher-throughput periods.
Yes. When you correct classifications, you can save those mappings so future uploads follow your preferred treatment for the same account names.
Yes. Larger portfolios, additional seats, higher file volume, and more specialized workflows can be handled through a tailored plan.
Every plan includes structured Excel and CSV outputs. You can also use finvuw templates to move processed data into reusable underwriting and review formats.
The product is currently built around the web app and downloadable outputs. If your workflow needs direct system integration, contact us so we can discuss the right path.