Fund Flow uses secure Stripe integration for all billing and payments. Manage your plan, add-ons, and invoices from Settings > Billing.
Subscription Plans
Fund Flow offers three tiers designed for operators at different stages of growth.
Free — $0/month
Get started with core CRM functionality at no cost.
Feature
Limit
Contacts
50
Deals
3
Loans
5
Documents
10
Segments
2
AI Tokens
10/month
Team Members
1 (Owner only)
Standard — $97/month
Full CRM and fundraising tools for growing operators.
Feature
Limit
Contacts
500
Deals
25
Loans
50
Documents
Unlimited
Segments
10
AI Tokens
200/month
Team Members
1 (Owner only)
Professional — $297/month
Unlimited scale with advanced AI, team collaboration, and white-glove features.
Feature
Limit
Contacts
Unlimited
Deals
Unlimited
Loans
Unlimited
Documents
Unlimited
Segments
50
AI Tokens
Unlimited
Team Members
Up to 5
Pitch Decks
Included
Syndications
Included
AI Token Allocations
AI tokens power features like the AI Command Center, pitch deck generation, data import assistance, and automated email drafting.
Plan
Monthly Token Allocation
Free
10 tokens
Standard
200 tokens
Professional
Unlimited
Tokens reset on your billing cycle date. Unused tokens do not roll over to the next month.
Add-Ons
Add-ons let you extend specific capabilities without changing your base plan.
Add-On
Price
What It Adds
AI Token Pack
$29/month
+500 tokens/month added to your base allocation
SMS Messaging
$19/month
Outbound SMS via Twilio for campaigns and notifications
Additional Syndications
$49/month
+10 syndication slots beyond your plan limit
Add-ons can be added or removed at any time from the Billing settings page.
Managing Your Subscription
Viewing Your Current Plan
Go to Settings > Billing. Your current plan name, renewal date, and next invoice amount are displayed at the top.
Upgrading Your Plan
Click Manage Subscription.
Select the higher-tier plan.
Confirm the prorated charge for the remainder of the current billing period.
The upgrade takes effect immediately — new limits and features are available right away.
Downgrading Your Plan
Organization Billing | Fund Flow Docs | Fund Flow
Click Manage Subscription and select a lower-tier plan.
Review the downgrade summary, which lists any features or entity counts that exceed the lower plan's limits.
Confirm the downgrade. The change takes effect at the start of the next billing cycle — you retain access to your current plan's features until then.
Downgrading does not delete data that exceeds the lower plan's limits, but those records become read-only until you are within the new plan's limits. For example, if you have 200 contacts and downgrade to Free (50-contact limit), existing contacts remain visible but you cannot add new ones.
Cancelling
Cancellation is available through the Manage Subscription flow. Your account remains active until the end of the paid period. After cancellation, the account reverts to the Free tier — no data is deleted.
Updating Your Payment Method
Go to Settings > Billing.
Click Update Card.
Enter your new card details in the Stripe-hosted form.
The new card becomes the default immediately and is used for the next invoice.
Invoice History
Download past invoices for accounting and tax purposes.
Scroll to the Invoice History section in Settings > Billing.
Click the download icon next to any billing period to get a PDF receipt.
Invoices include your company name and EIN if configured in Settings > Organization.
Note
Invoices are generated by Stripe and are available within 24 hours of each billing date.
