What is the minimum commitment?
Growth is month-to-month with no minimum. Enterprise and Enterprise Cloud require a 12-month annual commitment, which auto-renews unless either party gives 60 days written notice.
What happens if we exceed our deal or document limits?
Overages are billed monthly in arrears. Growth: $500 per 10-deal block, $250 per 50-doc block. Enterprise tiers: $1,800 per 100-deal block, $750 per 250-doc block. AI analysis runs overage at $2/run across all plans.
Who owns our data?
You do. All customer data remains your property. Data is segregated by default and never used for cross-client model training. De-identified analytics are used to improve platform performance per the Enterprise Agreement.
What is included in onboarding?
All plans include custom Excel model template setup, investment memo output configuration, knowledge base initialization (up to 25 deals for Growth, up to 100 deals for Enterprise), and team training, at no additional cost.
Is AcquiOS SOC 2 certified?
AcquiOS is currently in the SOC 2 Type II monitoring period, with certification expected in H1 2026. Enterprise-grade encryption, access controls, and incident response are in place today. Private cloud deployment is available for teams with stricter data residency requirements.
Can I upgrade from Growth to Enterprise?
Yes. Growth is designed as the full platform at a volume suited for smaller teams. As deal flow scales, upgrading to Enterprise unlocks higher volume limits, additional templates, lease anomaly detection, IC deck generation, priority support, and enterprise add-ons.