Pricing

Simple pricing. Per deal.

Sherpa · One platform, everything included

Sherpa is sold by the deal, not by the seat or the feature. Every tier ships the complete product — the tiers are contract shapes, not capability gates. Whether you run one deal or thirty, you get the whole platform.

What's in every deal

Unlimited named seats

The whole deal team — PE leads, stream leads, advisors, portfolio company management. No per-seat charge.

16 specialist M&A agents

Sixteen specialist M&A agents included with every deal, plus Scout — your always-on deal assistant.

Keyhole Protect (R&W)

Representations mapped to GL accounts, daily breach detection, proof packs assembled automatically. Default-on.

Live financial monitoring

One ERP feed per deal. Live target financials from Day 1, daily sync, anomaly detection — blind period eliminated.

Data Room & Vault

A secure, tiered data room with a need-to-know vault for cap tables, MEP schedules, and breach assessments.

Full integration OS

WBS, synergy tracking, RAID, Day 1 readiness, and Steerco decks — the whole integration on one spine.

Plans

Program
Volume-tiered
from $5,200 per deal / month
Annual · pooled deals · volume discount

For repeat acquirers and funds running multiple integrations. Pool your deals across the year and the per-deal rate steps down as volume grows — see the curve below.

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Enterprise
Custom
quoted to your firm
Annual · multi-fund · custom terms

For multi-fund platforms and firm-wide rollouts. Custom packaging, procurement, and security review. We'll scope it with you.

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Program volume curve

Program plans are annual and pool deals across the year. The per-deal monthly rate steps down with committed volume:

Committed dealsDiscountPer deal / month
5 deals7.5%$6,012.50
10 deals15%$5,525.00
15 deals20%$5,200.00
Above 15 dealsCustomLet's talk

Start your first deal.

Single-deal plans start in minutes with light-touch onboarding — tell us about your deal and we'll get your workspace set up. For program and enterprise pricing, or to join the design partner program for preferential rates, reach out and we'll scope it with you.

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Every deal includes a generous monthly fair-use allowance for AI agent activity (5,000 agent runs per deal per month) and one ERP integration feed; additional ERP feeds and high-volume usage are available as deal-level add-ons. Pricing is per active deal and excludes applicable taxes. Figures shown are list pricing and may be superseded by a signed order form.