Capital Suite Pricing Overview

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Capital Suite Pricing Key Insights

Last updated on Apr 09, 2026

Capital Suite offers 1 pricing edition, starting at $178. Capital Suite pricing tiers are designed to support different usage levels and team sizes. Capital Suite also offers a free trial. Compare the Capital Suite pricing table below to figure out the best fit for your needs. Some plans may require you to contact Tallystone for custom pricing.

Capital Suite — $178 / 1 Account (unlimited users, admins, GBs, projects) Per Month

*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller.

Capital Suite

Starting at $178.00

1 Account (unlimited users, admins, GBs, projects) Per Month

The Capital Suite from Tallystone builds on the AI Data Room product to create an end-to-end record of equity and non-equity capital transactions. Transactions are created by customizable workflows to track each process from board and shareholder approval, to executive implementation and the final documentation which is the evidentiary output of the transaction itself. The AI Data Room can then quickly assemble the documents into a data room for a new transaction, shareholder portal or any other external share. PEOPLE are linked to ACTIONS which are linked to DOCUMENTS in a single point of truth relating to any given transaction or decision which can then be shared externally as required.

Tallystone's pricing model is designed for companies, founders, boards, investors and advisors that need a deal-ready data room and capital management workspace without usage-based surprises.

:: AI Data Room - Starts at $90/month on quarterly billing, or $74/month on annual billing, plus tax.

It includes secure document sharing, AI onboarding, AI Q&A, activity monitoring, unlimited storage, files, users, bandwidth and data rooms.

:: Capital Suite - Starts at $213/month on quarterly billing, or $178/month on annual billing, plus tax.

It includes everything in AI Data Room plus cap table, securities ledger, document workflows, eSigning, board and shareholder workflows, and key contract and compliance workflows.

Discounts and trial:: Annual billing saves 17%, and Tallystone offers a 7-day free trial with a reminder before it ends. Its flat-fee model stands apart from traditional virtual data room pricing by removing limits on users, storage and data rooms.

Start-ups can contact Tallystone and apply for a 50% discount if they are pre-revenue or pre-seed stage.

Pricing information for Capital Suite is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Capital Suite must be conducted with the seller.

Prices in USD.

Pricing information was last updated on June 04, 2026

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Capital Suite Alternatives Pricing

The following is a quick overview of editions offered by other Equity Management Software

Product	Price	Features
Remote Remote Payroll	$29.00Per Month	Your in-house integrated payroll, expense management, and HRIS solution. Stay compliant everywhere Powerful, transparent international payroll Offer employee benefits In-house payroll experts in every country Personalized support from dedicated specialists
Qapita Qapita Spark	Free25 Stakeholders	Targeted at startups with up to 25 stakeholders and less than $1M in funding raised. Cap Table Management Equity Plan Management Funding Round Modelling Data Room DocuSign for Equity Grants and Share Certificates Standard Reports Automated Onboarding
Carta Equity Suite Carta Launch	Free25 Stakeholders Per Year	Free for new customers with up to 25 stakeholders and up to $1M raised: https://carta.com/equity-management/launch/ Cap table management Securities issuance Exercising and repurchasing 83(b) form ISO management Investor management Equity reporting HRIS and payroll integration SAFE modeling SAFE fundraising and closings Email, chat, and phone support

Various alternatives pricing & plans

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Pricing information for the above various Capital Suite alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

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Equity Management

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