Choose the best plan for your startup to streamline the fundraising & investor relationship management processes collaboratively in a highly structured & disciplined manner.
2 Months Free with Yearly Billing!
3-day Free Trial. No Credit Card Needed.
3-day Free Trial. No Credit Card Needed.
3-day Free Trial. No Credit Card Needed.
3-day Free Trial. No Credit Card Needed.
3-day Free Trial. No Credit Card Needed.
3-day Free Trial. No Credit Card Needed.
3-day Free Trial. No Credit Card Needed.
3-day Free Trial. No Credit Card Needed.
Unlimited Access to RecordsKeeper.AI
RecordsKeeper.AI
RecordsKeeper.AI Storage Limit
Stakeholders Management
Stakeholders Limit
Data Rooms
Number of Data Rooms
Data Rooms Storage Limit
Compliance Meetings Management
Number of Board Meetings
Access to Shareholders Meeting Management
Number of Shareholders Meetings
Automatic Minutes of Meeting Generation
Cap Table Management
Captable Projections
Historic Captable
Captable Simulation
Digital Signing
Documents Limit
Shared Access
Email Integration
Shared Email Inbox
Shared Calendar
Automatic Meeting Links
Shared Contacts
AI Helper for Communication
Training Hub
Others
Data Export
Bulk Import
Team Members
Support
Access to Help Center
Email support
Chat Support
Video Call Support
Founded in 2016, RecordsKeeper.AI emerged from a vision to transform traditional record management into an intelligent, automated system.
Yes! We offer a 3-day free trial with full access to all features including AI-powered automation, blockchain security, and smart document search. No credit card required to start – simply sign up and experience how RecordsKeeper.AI can transform your record management. This trial period gives you complete confidence to evaluate our platform before making any commitment.
We don’t offer refunds on our subscriptions. However, to ensure you’re completely confident in your decision, we provide a comprehensive 3-day free trial where you can test all features with your actual data and workflows. This trial period allows you to fully evaluate how RecordsKeeper.AI fits your specific needs before any payment commitment. Our customer success team is also available during the trial to help you maximize the platform’s value for your organization.
Our pricing is already optimized to provide maximum value, leaving limited scope for additional discounts. However, we do offer:
For enterprise customers, we work closely with you to create customized solutions that fit your scale and budget. Contact our sales team to discuss how we can best support your organization’s needs.
We accept all major payment methods for your convenience:
When your trial ends or payment stops, your account transitions to read-only mode. You can still:
Your data remains secure and we never delete it without your explicit consent. Simply reactivate your subscription to continue using all automation features and adding new records.
Absolutely. Data security and privacy are our top priorities:
Experience the Power of AI-Driven Record Management
No Credit Card Required · Set Up in Minutes · 3-Day Free Trial
AI-Powered Records Management Automation Platform. Turning Data Chaos into Actionable Strategic Intelligence in Minutes.
Disclaimer: All trademarks, logos, and brand names are the property of their respective owners. All company, product, and service names used on this website are for identification purposes only. Use of these names, trademarks, and brands does not imply endorsement or affiliation. This website does not claim any ownership over third-party intellectual property rights mentioned herein.