Simple plans for every business
Choose a plan that fits your goals and scale with tools that grow alongside you.
Billed monthly
Billed yearly
Essential
Perfect for freelancers and solo founders getting started with financial clarity
$30/month
$30 billed monthly
Track up to 500 transactions/month
Categorize expenses automatically
Real-time alerts for unusual spend
Simple dashboard with monthly insights
Upload and store up to 200 receipts
Export data as CSV or PDF
Connect one business bank account
Growth
Best for small teams ready to scale financial control and reporting.
$60/month
$60 billed monthly
Manage up to 10 team members
Unlimited transactions and uploads
Smart budget planning with alerts
Approvals and role-based permissions
Integration with QuickBooks/Xero
Custom expense categories and tags
Automated recurring payments tracking
Enterprise
For growing organizations needing deep insights, security, and scalability.
$90/month
$90 billed monthly
Support for multiple business entities
Custom analytics dashboards & KPIs
AI-powered forecasting
API access for custom integrations
Dedicated account manager
Advanced fraud and compliance tools
Role-based controls with audit logs
Billed monthly
Billed yearly
Essential
Perfect for freelancers and solo founders getting started with financial clarity
$30/month
$30 billed monthly
Track up to 500 transactions/month
Categorize expenses automatically
Real-time alerts for unusual spend
Simple dashboard with monthly insights
Upload and store up to 200 receipts
Export data as CSV or PDF
Connect one business bank account
Growth
Best for small teams ready to scale financial control and reporting.
$60/month
$60 billed monthly
Manage up to 10 team members
Unlimited transactions and uploads
Smart budget planning with alerts
Approvals and role-based permissions
Integration with QuickBooks/Xero
Custom expense categories and tags
Automated recurring payments tracking
Enterprise
For growing organizations needing deep insights, security, and scalability.
$90/month
$90 billed monthly
Support for multiple business entities
Custom analytics dashboards & KPIs
AI-powered forecasting
API access for custom integrations
Dedicated account manager
Advanced fraud and compliance tools
Role-based controls with audit logs
Billed monthly
Billed yearly
Essential
Perfect for freelancers and solo founders getting started with financial clarity
$30/month
$30 billed monthly
Track up to 500 transactions/month
Categorize expenses automatically
Real-time alerts for unusual spend
Simple dashboard with monthly insights
Upload and store up to 200 receipts
Export data as CSV or PDF
Connect one business bank account
Growth
Best for small teams ready to scale financial control and reporting.
$60/month
$60 billed monthly
Manage up to 10 team members
Unlimited transactions and uploads
Smart budget planning with alerts
Approvals and role-based permissions
Integration with QuickBooks/Xero
Custom expense categories and tags
Automated recurring payments tracking
Enterprise
For growing organizations needing deep insights, security, and scalability.
$90/month
$90 billed monthly
Support for multiple business entities
Custom analytics dashboards & KPIs
AI-powered forecasting
API access for custom integrations
Dedicated account manager
Advanced fraud and compliance tools
Role-based controls with audit logs
CLIENT EXPERIENCE
Experience from real capital-raising engagements

“They know exactly what they’re doing. I highly recommend Raisi—especially to anyone looking to raise capital. And the network they’ve built on the capital front is unmatched.”

Vishan Patel
Investment Manager, Strivepoint Capital


301 investor conversations initiated

Logic | Capital raising
Sector-specific investor targeting, investment narrative development, and coordinated outreach.

217 interested investors

SippTech | Capital raising
Deep-tech investor mapping and coordinated outreach to relevant venture firms.
CLIENT EXPERIENCE
Experience from real capital-raising engagements


“They know exactly what they’re doing. I highly recommend Raisi—especially to anyone looking to raise capital. And the network they’ve built on the capital front is unmatched.”

Vishan Patel
Investment Manager, Strivepoint Capital


301 investor conversations initiated

Logic | Capital raising
Sector-specific investor targeting, investment narrative development, and coordinated outreach.


217 interested investors

SippTech | Capital raising
Deep-tech investor mapping and coordinated outreach to relevant venture firms.
CLIENT EXPERIENCE
Experience from real capital-raising engagements


“They know exactly what they’re doing. I highly recommend Raisi—especially to anyone looking to raise capital. And the network they’ve built on the capital front is unmatched.”

Vishan Patel
Investment Manager, Strivepoint Capital


301 investor conversations initiated

Logic | Capital raising
Sector-specific investor targeting, investment narrative development, and coordinated outreach.


217 interested investors

SippTech | Capital raising
Deep-tech investor mapping and coordinated outreach to relevant venture firms.
WALKTHROUGH
Start with the businesses you want to acquire
See how Raisi would work for your firm
Walk us through your acquisition criteria, current sourcing process, and portfolio priorities. We’ll map where Raisi could help, from researching targets and preparing owner outreach to supporting recurring work across your companies.
Who is Raisi Deals built for?
Raisi Deals is built for private equity investment teams, acquisition teams at PE-backed companies, and portfolio operations teams. Workflows can be configured around a new platform acquisition, an add-on strategy, or the operating priorities of an existing portfolio.
What types of businesses can Raisi help us find?
Your investment criteria define the search. That can include owner-led businesses in home services, managed IT, cybersecurity, accounting, tax, and other sectors relevant to your strategy. We scope the research around your geography, preferred business model, size requirements, and available data.
Does Raisi source businesses that are not listed for sale?
Raisi can support research and outreach beyond public business-for-sale listings. A company matching your criteria does not mean its owner wants to sell. Owner interest, timing, and transaction readiness must be established through direct conversations rather than assumed from a database.
What do you mean by AI-enabled roll-ups?
An AI-enabled roll-up combines an acquisition strategy with a plan to improve how the acquired businesses operate. Raisi can help research add-ons, organize company information, map integration priorities, and identify repeatable AI workflows across the group. Your team remains responsible for valuation, diligence, transaction decisions, and integration.
How can Raisi help after an acquisition?
Raisi can support recurring work within portfolio companies and reporting across the portfolio. Examples include customer follow-ups, document requests, management updates, task coordination, and tracking operating priorities. Each implementation is scoped around the company’s needs, existing systems, and approval requirements.
Can Raisi work with our existing systems?
We review your CRM, inboxes, documents, reporting tools, and current processes before defining the implementation. The scope confirms which connections and actions can be supported, what requires custom work, and where your team needs to review the output. You can start with one workflow rather than replace your entire technology stack.
Who controls outreach and access to company information?
Your firm defines the intended recipients, authorized users, and approved workflow scope. Outreach can begin with drafts for review, with any automation separately agreed. Nonpublic company materials should only be accessible to the people and providers authorized for that work. Using Raisi does not automatically make your target lists or portfolio information available to other customers.
Does Raisi guarantee acquisitions or better portfolio performance?
No. Raisi helps with research, coordination, and execution, but does not guarantee owner interest, a completed acquisition, revenue growth, or investment returns. Your team should verify material information and use appropriate legal, financial, tax, and technical advisers when making decisions.
WALKTHROUGH
Start with the businesses you want to acquire
See how Raisi would work for your firm
Walk us through your acquisition criteria, current sourcing process, and portfolio priorities. We’ll map where Raisi could help, from researching targets and preparing owner outreach to supporting recurring work across your companies.
Who is Raisi Deals built for?
Raisi Deals is built for private equity investment teams, acquisition teams at PE-backed companies, and portfolio operations teams. Workflows can be configured around a new platform acquisition, an add-on strategy, or the operating priorities of an existing portfolio.
What types of businesses can Raisi help us find?
Your investment criteria define the search. That can include owner-led businesses in home services, managed IT, cybersecurity, accounting, tax, and other sectors relevant to your strategy. We scope the research around your geography, preferred business model, size requirements, and available data.
Does Raisi source businesses that are not listed for sale?
Raisi can support research and outreach beyond public business-for-sale listings. A company matching your criteria does not mean its owner wants to sell. Owner interest, timing, and transaction readiness must be established through direct conversations rather than assumed from a database.
What do you mean by AI-enabled roll-ups?
An AI-enabled roll-up combines an acquisition strategy with a plan to improve how the acquired businesses operate. Raisi can help research add-ons, organize company information, map integration priorities, and identify repeatable AI workflows across the group. Your team remains responsible for valuation, diligence, transaction decisions, and integration.
How can Raisi help after an acquisition?
Raisi can support recurring work within portfolio companies and reporting across the portfolio. Examples include customer follow-ups, document requests, management updates, task coordination, and tracking operating priorities. Each implementation is scoped around the company’s needs, existing systems, and approval requirements.
Can Raisi work with our existing systems?
We review your CRM, inboxes, documents, reporting tools, and current processes before defining the implementation. The scope confirms which connections and actions can be supported, what requires custom work, and where your team needs to review the output. You can start with one workflow rather than replace your entire technology stack.
Who controls outreach and access to company information?
Your firm defines the intended recipients, authorized users, and approved workflow scope. Outreach can begin with drafts for review, with any automation separately agreed. Nonpublic company materials should only be accessible to the people and providers authorized for that work. Using Raisi does not automatically make your target lists or portfolio information available to other customers.
Does Raisi guarantee acquisitions or better portfolio performance?
No. Raisi helps with research, coordination, and execution, but does not guarantee owner interest, a completed acquisition, revenue growth, or investment returns. Your team should verify material information and use appropriate legal, financial, tax, and technical advisers when making decisions.
WALKTHROUGH
Start with the businesses you want to acquire
See how Raisi would work for your firm
Walk us through your acquisition criteria, current sourcing process, and portfolio priorities. We’ll map where Raisi could help, from researching targets and preparing owner outreach to supporting recurring work across your companies.
Who is Raisi Deals built for?
Raisi Deals is built for private equity investment teams, acquisition teams at PE-backed companies, and portfolio operations teams. Workflows can be configured around a new platform acquisition, an add-on strategy, or the operating priorities of an existing portfolio.
What types of businesses can Raisi help us find?
Your investment criteria define the search. That can include owner-led businesses in home services, managed IT, cybersecurity, accounting, tax, and other sectors relevant to your strategy. We scope the research around your geography, preferred business model, size requirements, and available data.
Does Raisi source businesses that are not listed for sale?
Raisi can support research and outreach beyond public business-for-sale listings. A company matching your criteria does not mean its owner wants to sell. Owner interest, timing, and transaction readiness must be established through direct conversations rather than assumed from a database.
What do you mean by AI-enabled roll-ups?
An AI-enabled roll-up combines an acquisition strategy with a plan to improve how the acquired businesses operate. Raisi can help research add-ons, organize company information, map integration priorities, and identify repeatable AI workflows across the group. Your team remains responsible for valuation, diligence, transaction decisions, and integration.
How can Raisi help after an acquisition?
Raisi can support recurring work within portfolio companies and reporting across the portfolio. Examples include customer follow-ups, document requests, management updates, task coordination, and tracking operating priorities. Each implementation is scoped around the company’s needs, existing systems, and approval requirements.
Can Raisi work with our existing systems?
We review your CRM, inboxes, documents, reporting tools, and current processes before defining the implementation. The scope confirms which connections and actions can be supported, what requires custom work, and where your team needs to review the output. You can start with one workflow rather than replace your entire technology stack.
Who controls outreach and access to company information?
Your firm defines the intended recipients, authorized users, and approved workflow scope. Outreach can begin with drafts for review, with any automation separately agreed. Nonpublic company materials should only be accessible to the people and providers authorized for that work. Using Raisi does not automatically make your target lists or portfolio information available to other customers.
Does Raisi guarantee acquisitions or better portfolio performance?
No. Raisi helps with research, coordination, and execution, but does not guarantee owner interest, a completed acquisition, revenue growth, or investment returns. Your team should verify material information and use appropriate legal, financial, tax, and technical advisers when making decisions.

RAISI DEALS
Build your next acquisition pipeline with AI
Show us your investment criteria and portfolio priorities. See how Raisi can help your team find relevant businesses, engage owners, and support the work that follows an acquisition.
DEAL SOURCING. PORTFOLIO OPERATIONS. AI-ENABLED ROLL-UPS.


RAISI DEALS
Build your next acquisition pipeline with AI
Show us your investment criteria and portfolio priorities. See how Raisi can help your team find relevant businesses, engage owners, and support the work that follows an acquisition.
DEAL SOURCING. PORTFOLIO OPERATIONS. AI-ENABLED ROLL-UPS.


RAISI DEALS
Build your next acquisition pipeline with AI
Show us your investment criteria and portfolio priorities. See how Raisi can help your team find relevant businesses, engage owners, and support the work that follows an acquisition.
DEAL SOURCING. PORTFOLIO OPERATIONS. AI-ENABLED ROLL-UPS.
