BoardFluent

Pricing

SaaS board workflow for companies and portfolios.

Free and Premium help SaaS operators ship board-ready metric packs with calculators, Q&A, and benchmarks. Portfolio is custom-priced for PE, VC, and family offices standardizing reporting across many portcos.

Free

Founders trying the calculators + a first board pack

$0

Generous free tier: calculators, scenarios, your first board pack, and branded embeds.

  • All 22 free SaaS calculators, including board-grade financials (Gross Margin, Revenue Growth, EBITDA Margin, FCF Margin, Revenue per Employee) plus Rule of 40, Magic Number, Burn Multiple, Runway, and Sales Capacity
  • Save up to 25 scenarios
  • Your first board-ready metric pack: 1 book, up to 100 recipients, HTML magic-link delivery
  • Per-recipient view tracking and one-click revoke
  • Static explainers, worked examples, and FAQs on every calculator page
  • Branded iframe widgets and embeds for free calculators
  • Print PDF + CSV export of any individual calculator run
Create a free account

Use every calculator without an account. Create a free account to save scenarios, email and print PDFs, export CSV, and generate widget codes.

Premium
Save 20% annually

One SaaS company running real board cycles

Early release pricing, limited time

$29/mo

$49/mo

or $279 per yearSave 20% annually vs monthly at early release rate

  • Unlimited board-ready metric packs with hashed magic-link delivery
  • AI narrative assistant grounded in your live metric snapshots (fair-use monthly quota)
  • Secure document room for financials, metrics exports, and board decks
  • CSV bulk import for board pack metrics (Stripe, QuickBooks, HubSpot sync coming soon)
  • Cohort peer benchmarks (p25 / p50 / p75) when sample thresholds are met
  • Upload your company logo (PNG/SVG) on board pack covers and PDF watermarks
  • Per-recipient watermarked PDF export and white-label recipient viewer
  • All 28 metrics, including the 6 premium GTM metrics: Pipeline Coverage, Sales Velocity, Win Rate, GTM Efficiency, New ARR per GTM FTE, New ARR Mix by Source
  • Unlimited saved scenarios and side-by-side compare
  • Up to 3 teammates, hashed API keys, and white-label embeds
Portfolio

Investment firms standardizing many portcos

Custom pricing

For PE, VC, family offices, operating partners, and portfolio advisors.

  • Deploy across your portcos under your firm's logo and accent color
  • Multiple portfolio companies with standardized SaaS board templates
  • Pre-board Q&A and board readiness dashboard across the portfolio
  • Portfolio reporting status and cadence visibility per portco
  • Investor and operator roles (owner, admin, operating partner, viewer)
  • AI board-prep summaries for linked portco books (fair-use monthly quota)
  • Benchmark within your firm's portfolio cohort
  • Anonymized BoardFluent SaaS cohort benchmarks when sample thresholds are met
  • Operating-partner follow-up tracking tied to board workflow
Request a portfolio demoExplore investor workflow
FeatureFreePremiumPortfolio
Board-ready metric packs1 pack, 100 recipients, hashed magic linksUnlimited packs, watermarked PDF, white-label viewerUnlimited portco books, firm-branded delivery, portfolio linkage
Decisions Requested editorStructured asks on your free bookStructured asks on every period with per-recipient deliveryStandardized templates + structured asks across portfolio
Pre-board Q&A & readiness-Per-book Q&A threads and readiness on your company bookPortfolio Q&A and reporting-readiness dashboard
Appendix / Downloads attachments-PDF, CSV, Excel, or image attachments per period (25 MB · 10 files)Same per portco book
Company / firm logo on board packs-Upload PNG/SVG; appears on cover and PDF watermarkFirm workspace branding on portco books
Secure document room-Private folders with signed download URLsPer portco (company workspace)
Calculator educationFormula, worked example, and FAQ on every metric pageSame + cohort context when benchmarks are availableSaaS metric-native workflow for every portco
AI board narrative-AI narrative assistant grounded in your snapshot numbersAI board-prep summaries on linked books
CSV bulk import-Long-format CSV import for current-period metric inputsPortco teams import; firm monitors readiness
Stripe / QuickBooks / HubSpot sync-Coming soon, CSV import covers current-period metrics todayPortco Premium sync; firm portfolio view
Industry cohort benchmarksDirectional reference bandp25 / p50 / p75 by stage, ARR, ACV, GTM motion when samples allowAnonymized BoardFluent network (sample-gated)
Within-firm portfolio cohort--Benchmark each portco against the rest of your portfolio
Operating-partner follow-ups--Track open items and completion per portco
Calculators22 free calculators incl. Runway + Sales CapacityAll 28 metrics incl. sales/RevOps suitePortco operators use full calculator suite
Saved scenariosUp to 25UnlimitedPer portco workspace
Team seats1Up to 3Firm roles: owner, admin, operating partner, viewer
Price$0$29/mo or $279/yr (self-serve)Custom pricing: contact sales

Questions about Premium, board packs, or portfolio pricing? Contact us, request a portfolio demo, or open workspace support if you are signed in.

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