Fund Flow offers three subscription tiers designed to scale with your real estate operation — from solo operators just getting started to high-volume firms managing multiple funds simultaneously.
Plan Overview
Feature
Free
Standard ($97/mo)
Professional ($297/mo)
Contacts
100
500
5,000
Deals
2
10
Unlimited
Active Loans
2
25
Unlimited
Team Members
1
3
10
Landing Pages
1
3
30
Email Templates
3
20
Unlimited
Segments
1
10
Unlimited
AI Tokens / month
10,000
100,000
500,000
Syndication Documents
Not included
$6,500 add-on
$6,500 add-on
Custom Domain
No
No
Yes
Gmail Integration
No
Yes
Yes
API Access
No
No
Yes
Free Plan — $0/month
The Free plan is designed for operators who are just testing Fund Flow or running a very small operation.
What's Included
Up to 100 contacts in the CRM
Up to 2 active deals
Up to 2 active loans
1 landing page
10,000 AI tokens per month for the AI Command Center
Basic email templates (3 templates)
Investor portal for your contacts
Fund Flow subdomain (yourorg.fundflowos.com)
Limitations
No Gmail integration (email communication tracked manually)
No team members (single-user account)
No custom domain
No API access
No automation workflows
Tip
Free plan users can upgrade at any time without losing any data. All contacts, deals, and settings carry over immediately.
Standard Plan — $97/month
Standard is built for active operators running 1–5 deals per year who need email automation, a larger investor database, and AI-assisted outreach.
What's Included (above Free)
Up to 500 contacts
Up to 10 active deals
Up to 25 active loans
3 team members (add additional seats as an add-on)
3 landing pages
20 email templates
10 segments for targeted outreach
100,000 AI tokens per month
Gmail integration — bi-directional sync and AI email drafting
Each additional seat receives full operator access with role-based permissions
Billing & Payment
Payment Methods
Fund Flow accepts all major credit and debit cards (Visa, Mastercard, American Express, Discover) processed securely via Stripe. ACH bank transfer is available for annual Professional subscriptions.
Billing Cycle
Plans are billed monthly on the anniversary of your signup date. Annual billing (paid upfront) is available at a 20% discount — contact support to switch.
Invoices
Invoices are emailed automatically after each charge and are available for download in Settings > Billing > Invoice History.
Upgrading Your Plan
Go to Settings > Billing.
Click Manage Subscription.
Select the new plan tier.
Confirm — the upgrade takes effect immediately and you are charged a prorated amount for the remainder of the current billing period.
Note
After upgrading, your new contact, deal, and loan limits are available instantly. You do not need to re-import data or reconfigure settings.
Downgrading Your Plan
Go to Settings > Billing > Manage Subscription.
Select the lower tier.
The downgrade takes effect at the start of the next billing cycle (not immediately).
If your current usage exceeds the limits of the lower plan (e.g., you have 300 contacts and are downgrading to Free with a 100-contact limit), you must reduce your usage before the downgrade takes effect. Fund Flow will send reminder emails starting 7 days before the billing cycle end. Contacts over the limit will not be automatically deleted — they will become read-only until you are back within limits.
Canceling Your Subscription
Go to Settings > Billing > Manage Subscription.
Click Cancel Plan.
Confirm cancellation.
Your account remains active with full access until the end of the current paid billing period, then switches to the Free plan (not deleted). All your data is retained. You can reactivate a paid plan at any time.
Frequently Asked Questions
Is there a free trial for Standard or Professional?
Yes — a 14-day free trial is available for both Standard and Professional plans. No credit card is required to start the trial.
Can I pause my subscription instead of canceling?
Pause is not currently available. Canceling reverts you to the Free plan, which retains all your data indefinitely.
What counts as an "active" deal or loan?
Any deal or loan record that is not in a "Closed" or "Archived" status. Archive deals you are no longer working to free up slots.
Do AI tokens carry over month to month?
No — the monthly included allocation resets each billing cycle. Purchased token packs (add-ons) roll over for 90 days.
How is the syndication add-on charged?
The $6,500 fee is a one-time charge per document set, billed immediately when you click Generate Documents in the wizard. It is not a recurring charge.
Can multiple team members share AI tokens?
Yes — AI tokens are shared across the entire organization account, not per user. Heavy AI usage by one team member draws from the same pool.
Is there a nonprofit or startup discount?
Contact our sales team at support@fundflowos.com to discuss nonprofit, accelerator cohort, or volume pricing.
