ELARA

Plans that fit your family

Transparent, fixed pricing — never tied to your AUM.

Essential

For single-family offices starting to track private alternatives.

$12,000
per yearbilled annually
  • ILPA-aligned IRR · TVPI · DPI · multi-currency XIRR with per-transaction FX
  • Capital calls, distributions, capital accounts (PCAP)
  • Portfolio · investments · manager directory
  • Mobile app (PWA) · push notifications for principals
  • Field-level encryption · malware scanning · audit trail
  • Up to 3 entities · 25 investments · 2 users · 5 GB storage
  • Email support

Professional

Popular

For established family offices with complex multi-entity portfolios.

$18,000
per yearbilled annually
  • Everything in Essential, plus:
  • Schedule K-1 ingestion · capital-account tie-out · tax-prep CSV export
  • Unlimited AI document extraction (capital notices, statements, K-1s)
  • Inbound email auto-parsing (up to 100 emails/mo)
  • Capital lifecycle visualization · J-curve · per-fund pacing
  • Actionable insights — pacing, diversification, liquidity levers
  • Ownership & Sharing across entities · Investor Profile · Journal entries
  • Custom fee schedules (mgmt + performance + waterfall)
  • Unlimited entities & investments · 10 users · 50 GB storage · priority support

Enterprise

For multi-family offices, RIAs, and institutional investors.

Custom
  • Everything in Professional, plus:
  • Unlimited inbound email auto-parsing
  • Four-eyes wire approval workflow
  • Advanced RBAC + resource-level access grants
  • Immutable audit archive · long-term retention
  • Custom integrations on request
  • Dedicated CSM · white-glove onboarding · quarterly business reviews
  • Unlimited users · unlimited document storage

Compare plans & features

ShowingProfessional

Limits

Entities
Unlimited
Investments
Unlimited
Users
10
Document storage
50 GB

Core platform

Portfolio · investments · manager directory
Capital calls · distributions · transactions
Capital accounts (PCAP)
ILPA-aligned IRR · TVPI · DPI
Multi-currency XIRR with per-transaction FX
Mobile app (PWA) · push notifications

Document processing

AI document extraction
Unlimited
Schedule K-1 ingestion — capital-account tie-out
Tax-prep CSV export
Inbound email auto-parsing
Up to 100/mo
Tax-ID redaction before AI (GLBA-grade)

Workflow & governance

Ownership & sharing across entities
Journal entries
Investor Profile (locked-perspective ownership view)
Custom fee schedules (mgmt + perf + waterfall)
Audit trail · pending approvals · role-based access
Document receipts (read-tracking + acknowledgment)
DSAR workflow (GDPR / CCPA data-subject requests)

Analytics & insights

Insights dashboard
Actionable insights with recommended levers
Capital lifecycle visualization · J-curve · per-fund pacing
Liquidity & cash-flow forecasting
Performance analytics
Diversification & concentration
Benchmarks & PME comparison
Quarterly report builder · PDF export

Security & compliance

Microsoft Entra ID sign-in
Field-level encryption (sensitive data)
Malware scanning on every upload
Tax-ID / SSN auto-purge (retention policy)
Advanced RBAC + resource-level grants
Four-eyes wire approval workflow
Immutable audit archive · long-term retention

Enterprise services

Custom integrations on request
Dedicated CSM · white-glove onboarding · quarterly business reviews

Support

Email support
Priority support
Dedicated CSM

Frequently asked questions

No. ELARA uses fixed-tier pricing. Whether you manage $25M or $250M, you pay the same — your cost only changes when your operational needs do.

Yes. Upgrade or downgrade at any time. We'll prorate the difference on your next invoice.

We offer a guided demo and a structured onboarding period so you can evaluate ELARA with your real portfolio data before committing.

Your data is hosted on Microsoft Azure with enterprise-grade encryption, both at rest and in transit. Enterprise customers sign in through Microsoft Entra ID; Essential and Professional accounts use email and password, stored only as a one-way hash. Every action in ELARA is recorded in a tamper-proof audit trail that cannot be edited or deleted by anyone. Your firm's data is completely isolated from every other customer's, and we continuously test that boundary before any change reaches production.

Customer databases, documents, and backups are stored in the United States on Microsoft Azure (Central US region), with automatic daily backups and point-in-time recovery.

Yes. You own your data — full stop. On request we provide a structured export of every record (entities, portfolios, investments, transactions, documents) in standard formats, with no exit fee. On account closure, operational data is removed; audit logs are retained in our immutable archive.