CapitalRoot
Pricing

Plans built around readiness and funding preparation.

Pricing begins at $850 per month. Final scope, onboarding, integrations, advisory support, and usage limits are defined in the applicable order form or service agreement.

Foundation

Readiness

$850 / month
  • Funding-readiness workflow
  • Personal or business readiness support
  • Goal and action-plan tracking
  • Document-readiness workflow
  • Standard reporting
Growth

Readiness + Advisory

$1,500 / month
  • Foundation capabilities
  • Expanded readiness analysis
  • Advisory workflow support
  • Funding-request preparation
  • Priority review cadence
Enterprise

Custom

Custom
  • Multi-entity workflows
  • Custom integrations
  • Governance and reporting requirements
  • Implementation planning
  • Contracted support model
Pricing shown is for CapitalRoot services and platform access. Funding products, lender fees, rates, approval criteria, and loan terms are separate and controlled by the applicable provider.

What pricing does not mean

A CapitalRoot subscription does not guarantee financing, approval, a specific readiness score, a particular lender match, or any interest rate or term.