Transparent Pricing, Built for Firms of Every Size
From angels to private equity, Covalent scales with your needs — with insights, collaboration, and automation built in.
Starter
For solo angels & small VC firms (AUM < $5m)
Stay organized with 1 active fund & pipeline
Track up to 50 investments
Collaborate with 2 team members
Dashboards, and Analytics
Migrate seamlessly with guided onboarding
Access email support
Growth
most popular
For mid-sized VCs, Family Offices & small PE firms
Manage up to 5 funds
Track up to 300 investments per fund
Collaborate across teams of up to 6 team members
Dashboards and Analytics
Migrate seamlessly with guided onboarding
Enjoy priority email support
Pro (Coming Soon)
For large PE firms & multi-fund groups
Scale with unlimited funds, companies & users
Get AI-powered insights, risk alerts & scenario modeling
Streamline reporting with LP portals & branded dashboards
Advanced workflows & integrations
Partner with a dedicated account manager
Starter
For solo angels & small VC firms (AUM < $5m)
Stay organized with 1 active fund & pipeline
Track up to 50 investments
Collaborate with 2 team members
Dashboards, and Analytics
Migrate seamlessly with guided onboarding
Access email support
Growth
most popular
For mid-sized VCs, Family Offices & small PE firms
Manage up to 5 funds
Track up to 300 investments per fund
Collaborate across teams of up to 6 team members
Dashboards and Analytics
Migrate seamlessly with guided onboarding
Enjoy priority email support
Pro (Coming Soon)
For large PE firms & multi-fund groups
Scale with unlimited funds, companies & users
Get AI-powered insights, risk alerts & scenario modeling
Streamline reporting with LP portals & branded dashboards
Advanced workflows & integrations
Partner with a dedicated account manager
Starter
For solo angels & small VC firms (AUM < $5m)
Stay organized with 1 active fund & pipeline
Track up to 50 investments
Collaborate with 2 team members
Dashboards, and Analytics
Migrate seamlessly with guided onboarding
Access email support
Growth
most popular
For mid-sized VCs, Family Offices & small PE firms
Manage up to 5 funds
Track up to 300 investments per fund
Collaborate across teams of up to 6 team members
Dashboards and Analytics
Migrate seamlessly with guided onboarding
Enjoy priority email support
Pro (Coming Soon)
For large PE firms & multi-fund groups
Scale with unlimited funds, companies & users
Get AI-powered insights, risk alerts & scenario modeling
Streamline reporting with LP portals & branded dashboards
Advanced workflows & integrations
Partner with a dedicated account manager
Starter
For solo angels & small VC firms (AUM < $5m)
Stay organized with 1 active fund & pipeline
Track up to 50 investments
Collaborate with 2 team members
Dashboards, and Analytics
Migrate seamlessly with guided onboarding
Access email support
Growth
most popular
For mid-sized VCs, Family Offices & small PE firms
Manage up to 5 funds
Track up to 300 investments per fund
Collaborate across teams of up to 6 team members
Dashboards and Analytics
Migrate seamlessly with guided onboarding
Enjoy priority email support
Pro (Coming Soon)
For large PE firms & multi-fund groups
Scale with unlimited funds, companies & users
Get AI-powered insights, risk alerts & scenario modeling
Streamline reporting with LP portals & branded dashboards
Advanced workflows & integrations
Partner with a dedicated account manager
Compare all features
Starter
Starter
Solo Angels & Small VC (AUM <$5m)
Solo Angels & Small VC (AUM <$5m)
Growth
Growth
Mid-sized VCs, Family Offices & Small PE
Mid-sized VCs, Family Offices & Small PE
Pro
Pro
Large PE Firms & Multi-Fund Groups
Large PE Firms & Multi-Fund Groups
Core Fund & Portfolio Management
Active Fund Tracking
1
Up to 5
Unlimited
Active Fund Tracking
1
Up to 5
Unlimited
Portfolio Companies
Up to 50
Up to 300
Unlimited
Portfolio Companies
Up to 50
Up to 300
Unlimited
Pipelines
1
Up to 8
Unlimited
Pipelines
1
Up to 8
Unlimited
Deal Sourcing Forms
1 (with unique identifiers)
Unlimited (with unique identifiers)
Unlimited
Deal Sourcing Forms
1 (with unique identifiers)
Unlimited (with unique identifiers)
Unlimited
Dashboards
Dashboards
Portfolio Metrics
Portfolio Metrics
Communication & Workflow Tools
Monthly Emails
500
10,000
50,000
Monthly Emails
500
10,000
50,000
Memo / Email Storage
1GB
10GB
50GB
Memo / Email Storage
1GB
10GB
50GB
Team Collaboration Tools
Advanced collaboration & workflow automation
Team Collaboration Tools
Advanced collaboration & workflow automation
Customizable Email Templates
10
Unlimited
Customizable Email Templates
10
Unlimited
Role-Based Access & Audit Logs
Role-Based Access & Audit Logs
Data & Integrations
Data Import / Export
Full API access & custom integrations
Data Import / Export
Full API access & custom integrations
LP & Stakeholder Engagement (Coming Soon)
LP Updates
Semi-automated
Automated LP Update Generator
Automated LP Update Generator
LP Updates
Semi-automated
Automated LP Update Generator
Automated LP Update Generator
Integrated LP Portals
Integrated LP Portals
AI Features (Coming Soon)
AI Capabilities
AI Capabilities
Users & Access
Admins/Operators
2 (10 viewers)
Up to 10 (Unlimited viewers)
Unlimited
Admins/Operators
2 (10 viewers)
Up to 10 (Unlimited viewers)
Unlimited
Extra Emails
$0.01/email
$0.006/email
$0.005/email
Extra Emails
$0.01/email
$0.006/email
$0.005/email
Support & Services
Onboarding Support
Dedicated onboarding support
Dedicated onboarding + migration assistance
Dedicated account manager
Onboarding Support
Dedicated onboarding support
Dedicated onboarding + migration assistance
Dedicated account manager
Support
Email support
Priority email support
Priority email & phone support
Support
Email support
Priority email support
Priority email & phone support
You ask questions, we answer them
What is Covalent?
Covalent is the AI Operating System for private markets. Our vision is to become the definitive digital operating system for private markets — an AI-powered platform that unifies deal sourcing, portfolio management, reporting, and liquidity. Beyond workflows, Covalent is building the global infrastructure for how private capital flows, embedding itself across the entire investment lifecycle to redefine how capital is allocated, companies are scaled, and markets are created.
Who is Covalent built for?
As of today, Covalent is built for private market investors — VC and PE firms, family offices, angels, and accelerators — helping them unify deal flow, portfolios, and reporting. In the near future, our platform will also expand to serve operators, founders, and LPs directly, creating a fully connected ecosystem across private markets.
How is Covalent different from CRMs, spreadsheets, or point tools?
Unlike generic CRMs or fragmented apps, Covalent is purpose-built for private markets. It combines workflows, data, and AI intelligence into a single operating system — reducing tool fatigue, saving costs, and providing one source of truth.
What can I do with Covalent today?
Today, you can run your fund on Atlas — our live investment OS. Atlas streamlines sourcing, pipelines, portfolio tracking, and communications in one place. Soon, Oracle will layer AI on top, adding deal scoring, predictive insights, and automated reporting.
Is my data secure with Covalent?
Yes. Covalent is built on enterprise-grade infrastructure with encryption, compliance standards (SOC 2, GDPR), and regular audits. Your data stays protected, private, and under your control.
What if my team already uses another CRM or tool?
Covalent is designed to make migration simple. You can easily move data from spreadsheets or legacy CRMs and consolidate everything in one platform. Instead of juggling multiple tools, Covalent replaces them — reducing costs, saving time, and giving your team a single source of truth.
How easy is it to onboard my team?
Very easy. Covalent is intuitive out of the box, with simple workflows and templates designed for fund teams. Most customers get up and running in days, not weeks.
Does Covalent work for small firms or only large funds?
Covalent scales with you. From solo angels and emerging managers to multi-fund PE firms, our tiered pricing and modular features fit every stage of growth.
How does Covalent use AI responsibly?
Our AI features will be designed to support, not replace, human judgment. Every output will be editable and explainable, ensuring your team retains full control while benefiting from speed and insight.
You ask questions, we answer them
What is Covalent?
Covalent is the AI Operating System for private markets. Our vision is to become the definitive digital operating system for private markets — an AI-powered platform that unifies deal sourcing, portfolio management, reporting, and liquidity. Beyond workflows, Covalent is building the global infrastructure for how private capital flows, embedding itself across the entire investment lifecycle to redefine how capital is allocated, companies are scaled, and markets are created.
Who is Covalent built for?
As of today, Covalent is built for private market investors — VC and PE firms, family offices, angels, and accelerators — helping them unify deal flow, portfolios, and reporting. In the near future, our platform will also expand to serve operators, founders, and LPs directly, creating a fully connected ecosystem across private markets.
How is Covalent different from CRMs, spreadsheets, or point tools?
Unlike generic CRMs or fragmented apps, Covalent is purpose-built for private markets. It combines workflows, data, and AI intelligence into a single operating system — reducing tool fatigue, saving costs, and providing one source of truth.
What can I do with Covalent today?
Today, you can run your fund on Atlas — our live investment OS. Atlas streamlines sourcing, pipelines, portfolio tracking, and communications in one place. Soon, Oracle will layer AI on top, adding deal scoring, predictive insights, and automated reporting.
Is my data secure with Covalent?
Yes. Covalent is built on enterprise-grade infrastructure with encryption, compliance standards (SOC 2, GDPR), and regular audits. Your data stays protected, private, and under your control.
What if my team already uses another CRM or tool?
Covalent is designed to make migration simple. You can easily move data from spreadsheets or legacy CRMs and consolidate everything in one platform. Instead of juggling multiple tools, Covalent replaces them — reducing costs, saving time, and giving your team a single source of truth.
How easy is it to onboard my team?
Very easy. Covalent is intuitive out of the box, with simple workflows and templates designed for fund teams. Most customers get up and running in days, not weeks.
Does Covalent work for small firms or only large funds?
Covalent scales with you. From solo angels and emerging managers to multi-fund PE firms, our tiered pricing and modular features fit every stage of growth.
How does Covalent use AI responsibly?
Our AI features will be designed to support, not replace, human judgment. Every output will be editable and explainable, ensuring your team retains full control while benefiting from speed and insight.
You ask questions, we answer them
What is Covalent?
Covalent is the AI Operating System for private markets. Our vision is to become the definitive digital operating system for private markets — an AI-powered platform that unifies deal sourcing, portfolio management, reporting, and liquidity. Beyond workflows, Covalent is building the global infrastructure for how private capital flows, embedding itself across the entire investment lifecycle to redefine how capital is allocated, companies are scaled, and markets are created.
Who is Covalent built for?
As of today, Covalent is built for private market investors — VC and PE firms, family offices, angels, and accelerators — helping them unify deal flow, portfolios, and reporting. In the near future, our platform will also expand to serve operators, founders, and LPs directly, creating a fully connected ecosystem across private markets.
How is Covalent different from CRMs, spreadsheets, or point tools?
Unlike generic CRMs or fragmented apps, Covalent is purpose-built for private markets. It combines workflows, data, and AI intelligence into a single operating system — reducing tool fatigue, saving costs, and providing one source of truth.
What can I do with Covalent today?
Today, you can run your fund on Atlas — our live investment OS. Atlas streamlines sourcing, pipelines, portfolio tracking, and communications in one place. Soon, Oracle will layer AI on top, adding deal scoring, predictive insights, and automated reporting.
Is my data secure with Covalent?
Yes. Covalent is built on enterprise-grade infrastructure with encryption, compliance standards (SOC 2, GDPR), and regular audits. Your data stays protected, private, and under your control.
What if my team already uses another CRM or tool?
Covalent is designed to make migration simple. You can easily move data from spreadsheets or legacy CRMs and consolidate everything in one platform. Instead of juggling multiple tools, Covalent replaces them — reducing costs, saving time, and giving your team a single source of truth.
How easy is it to onboard my team?
Very easy. Covalent is intuitive out of the box, with simple workflows and templates designed for fund teams. Most customers get up and running in days, not weeks.
Does Covalent work for small firms or only large funds?
Covalent scales with you. From solo angels and emerging managers to multi-fund PE firms, our tiered pricing and modular features fit every stage of growth.
How does Covalent use AI responsibly?
Our AI features will be designed to support, not replace, human judgment. Every output will be editable and explainable, ensuring your team retains full control while benefiting from speed and insight.
You ask questions, we answer them
What is Covalent?
Covalent is the AI Operating System for private markets. Our vision is to become the definitive digital operating system for private markets — an AI-powered platform that unifies deal sourcing, portfolio management, reporting, and liquidity. Beyond workflows, Covalent is building the global infrastructure for how private capital flows, embedding itself across the entire investment lifecycle to redefine how capital is allocated, companies are scaled, and markets are created.
Who is Covalent built for?
As of today, Covalent is built for private market investors — VC and PE firms, family offices, angels, and accelerators — helping them unify deal flow, portfolios, and reporting. In the near future, our platform will also expand to serve operators, founders, and LPs directly, creating a fully connected ecosystem across private markets.
How is Covalent different from CRMs, spreadsheets, or point tools?
Unlike generic CRMs or fragmented apps, Covalent is purpose-built for private markets. It combines workflows, data, and AI intelligence into a single operating system — reducing tool fatigue, saving costs, and providing one source of truth.
What can I do with Covalent today?
Today, you can run your fund on Atlas — our live investment OS. Atlas streamlines sourcing, pipelines, portfolio tracking, and communications in one place. Soon, Oracle will layer AI on top, adding deal scoring, predictive insights, and automated reporting.
Is my data secure with Covalent?
Yes. Covalent is built on enterprise-grade infrastructure with encryption, compliance standards (SOC 2, GDPR), and regular audits. Your data stays protected, private, and under your control.
What if my team already uses another CRM or tool?
Covalent is designed to make migration simple. You can easily move data from spreadsheets or legacy CRMs and consolidate everything in one platform. Instead of juggling multiple tools, Covalent replaces them — reducing costs, saving time, and giving your team a single source of truth.
How easy is it to onboard my team?
Very easy. Covalent is intuitive out of the box, with simple workflows and templates designed for fund teams. Most customers get up and running in days, not weeks.
Does Covalent work for small firms or only large funds?
Covalent scales with you. From solo angels and emerging managers to multi-fund PE firms, our tiered pricing and modular features fit every stage of growth.
How does Covalent use AI responsibly?
Our AI features will be designed to support, not replace, human judgment. Every output will be editable and explainable, ensuring your team retains full control while benefiting from speed and insight.
Accelerators
Family Offices
PE Firms
VC Firms
Incubators
Founders
Operators
Get started with Covalent
Accelerators
Family Offices
PE Firms
VC Firms
Incubators
Founders
Operators
Get started with Covalent
Accelerators
Family Offices
PE Firms
VC Firms
Incubators
Founders
Operators
Get started with Covalent
Accelerators
Family Offices
PE Firms
VC Firms
Incubators
Founders
Operators