Plans that scale with your pipeline
Every plan runs on the same secure, row-level-isolated platform. Start free — the Free tier is your trial. Upgrade any time.
Free
- 14-stage deal pipeline
- Full underwriting engine
- Balloon-exit & seller-buyout modeling
Community
- Everything in Free
- AI deal-text intake (paste an OM)
- 10 active deals
CRM
- Everything in Community
- LOI, PSA & closing docs + e-sign
- AI deal copilot + recommendation
- Cash buyers & disposition
- Unlimited deals · up to 5 seats
CRM+
- Everything in CRM
- Unlimited team seats
- Unlimited active deals
Everything, side by side
| Feature | Free | Community | CRM | CRM+ |
|---|---|---|---|---|
| Pipeline & intake | ||||
| 14-stage deal pipeline | ✓ | ✓ | ✓ | ✓ |
| Active deals | 3 | 10 | Unlimited | Unlimited |
| Preliminary lead pipeline (dialer → QA → closer) | ✓ | ✓ | ✓ | ✓ |
| Address autocomplete & comps enrichment | ✓ | ✓ | ✓ | ✓ |
| Underwriting & AI | ||||
| Underwriting engine — DSCR, exit, returns | ✓ | ✓ | ✓ | ✓ |
| Balloon-exit & seller-buyout modeling | ✓ | ✓ | ✓ | ✓ |
| AI deal-text intake | — | ✓ | ✓ | ✓ |
| In-app AI deal copilot | — | — | ✓ | ✓ |
| AI deal recommendation | — | — | ✓ | ✓ |
| Documents & e-sign | ||||
| LOI generation + e-signature | — | — | ✓ | ✓ |
| PSA + closing document package | — | — | ✓ | ✓ |
| Disposition | ||||
| Cash-buyer directory + matching + blast | — | — | ✓ | ✓ |
| Team & security | ||||
| Team seats | 1 | 1 | 5 | Unlimited |
| Roles & record-level deal access | — | — | ✓ | ✓ |
| Row-level tenant isolation (RLS) | ✓ | ✓ | ✓ | ✓ |
Good to know
Is there a free trial?
The Free tier is your trial — up to three active deals with the full underwriting engine, no card required. Upgrade the moment you need the documents, the AI, or your team.
Can I change plans later?
Yes. Upgrade or downgrade any time from your account; billing is prorated by Stripe and your data carries over.
What powers the AI features?
Deal-text intake, the in-app copilot, and the deal recommendation are powered by leading large language models. The underwriting math itself is a deterministic engine — the AI reads and advises, it never invents numbers.
Do you store my card?
No. Card payments are processed entirely by Stripe; Stack Method never sees or stores your card number.
Is my data isolated from other teams?
Yes — every organization is fenced by PostgreSQL row-level security, and individual deals carry record-level visibility. See the security overview for details.
Prices in USD. Taxes may apply. Card processing by Stripe — Stack Method never sees your card number. Cancel any time from your account. See Terms.