Universal User Licence
$99 a month
Investor CRM, records and pipeline · role-matched permission profile · Athena AI actions · email and calendar integration
Checked 8 Oct 2026
Plans and prices
Asset Class pricing
Athena Fund OS
$1,250 a month
Fund and investment management · capital calls and distributions · bank reconciliation and audit trail · reports and dashboards
Checked 8 Oct 2026
LP Portal and LP Mobile
$1,000 a month
White-label investor portal and mobile app · data rooms · eSubscription onboarding · statements, notices and tax documents
Checked 8 Oct 2026
Athena Mail
$500 a month
LP-segment email campaigns · AI-drafted messages requiring team sign-off · fund update distribution
Checked 8 Oct 2026
Deal and Portfolio Management
$1,000 a month
Deal pipeline and diligence tracking · portfolio KPI tracking · company self-reporting portal · valuation history
Checked 8 Oct 2026
LP fee
$1 a month
Charged for each investor record with portal access
Checked 8 Oct 2026
AUM fee above $1BN
$50 a month
Applies above $1BN AUM
Checked 8 Oct 2026
AUM fee up to $1BN
$150 a month
First AUM bands up to $1BN
Checked 8 Oct 2026
Data and document migration
$5,950, paid once
Migration of investor records, historic documents and fund data
Checked 8 Oct 2026
Configuration, deployment and training
$6,950, paid once
Firm configuration, deployment and team training
Checked 8 Oct 2026