One platform. Two audiences. One price list.

Fund managers buy seats. Agent builders buy actions. Both pay the same per-action rates. Start with 10,000 free credits — no card required. no card

Start free → 10,000 credits View tool catalogue

For fund managers

$299/paying-seat/month

Includes 6,000 credits/seat/month (≈ $60 of AI usage). Top-ups beyond that at $0.01/credit. LP / counterparty viewer seats are free.

What you get

11 modules — Deal CRM, LP CRM, VDR, Transactions, Pricer, Risk, CIM, Investor Portal, CFO Center, Syndication, Compliance OS
8 named AI agents — every one human-approval gated
OMS + DTCC for hedge fund ops (optional add-on vertical)
Audit pack + K-1 generation + Level 3 valuation memos
BYOD via MCP — keep your docs in Google Drive, SharePoint, Egnyte
Per-client override negotiable above 25 seats

Example monthly bills

Fund size	Seats	$/mo
Emerging mgr	3	$897
Small VC / single-strat HF	8	$2,392
Mid-market PE / private credit	25	$7,475

All in. No bundle ladder, no auto-tier promotion, no module bolt-ons. One number per seat.

Start free →

For agent builders

Per call · same as humans pay

Pull /.well-known/tools.json to price every flow before invoking. 48 tools × 6 tiers, 1 credit = $0.01. 10,000 free credits on signup — no card.

Tool pricing tiers

Tier	cr	USD
read_fast	1	$0.01
read_multi	2	$0.02
read_compute	5	$0.05
write *	10	$0.10
ai_light	25	$0.25
ai_heavy	50	$0.50

* writes queue for human approval before execution.

Packaged tasks

Task	Credits	USD
Screen pitch deck	1,500	$15
Generate ODD (from Drive / SharePoint)	5,000	$50
Generate CIM (standard)	20,000	$200
Run diligence on data room	15,000	$150
Generate audit pack	50,000	$500
Generate valuation memo	30,000	$300

All packaged tasks use try-before-you-pay billing — view free, charge only when downloaded / accepted / chained. 7-day expiry refunds automatically.

Build an agent →

Try-before-you-pay (auth-then-capture)

For packaged tasks (audit pack, ODD, CIM, K-1, valuation memo), Kela uses authorization-then-capture credit billing:

Task runs → output generated → credits reserved (not charged).
You view the output for free — preview, metadata, AI summary.
Charge confirms only on first of: download, explicit accept, output chained into another tool.
Refuse it or let 7 days pass → no charge.

Customers never pay for output they didn't use. This is the trust layer that makes per-action pricing work for premium tasks.

Compare

	Kela FundOS	Perplexity Finance	Allvue / Juniper Square
Per seat / month	$299	$200–$300	$2k–$25k (annual contract)
Workflow depth	11 modules	None (search only)	Deep — fund admin focus
Agent-native (MCP)	✅ 48 tools	❌	❌
BYOD via MCP connectors	✅	❌	Migration required
Try-before-you-pay tasks	✅	N/A	❌
Free trial	10,000 credits, 90 days	Limited	None — call sales

FAQ

Can I pay annually for a discount?

Yes — 20% off when you prepay 12 months of credits. Contact us for an annual order form.

What counts as a paying seat?

Any active member of your org (GP team, analysts, IR, ops). LPs accessing the Investor Portal and counterparties in shared data rooms are free.

What happens if I run out of credits mid-month?

You hit a 402 modal with top-up options ($10 / $25 / $50 / $100). Topups don't expire. You can also set a budget cap with email alerts at 50/75/90%.

Do agents pay a different rate than humans?

No. Tool prices are identical regardless of who invokes them. That's the philosophical commitment of the simplified model.

Can I negotiate a custom rate?

Yes — superadmin can set per-client overrides on both the seat fee and individual tool prices via ClientPricingOverride. For strategic partners and design partners, those numbers are commonly customised.

Questions on pricing? Book a 30-min call. Or just try it free — 10,000 credits, no card.