You sign up with your work email — no card. The full Solo or
Treasury feature set is unlocked for 14 days. We email you on
day 11 and day 14. If you don't pick a plan, your account
goes read-only: your wallets stay visible, but writes and
new Term-Sheet Doctor runs are paused until you upgrade.
Why "two months free" on annual?
Pay for 10 months, get 12. We bill the year up front and
you get the rest as a credit. PLAN.md §VI: no other
discounts in v1.
What's the difference between Solo and Treasury?
Solo is one user, one wallet, up to 5 facilities. It's the
right plan for a single CFO who wants Term-Sheet Doctor and a
small wallet view. Treasury removes the caps and unlocks peer
benchmarks, PDF reports, and the next-move email drafter.
Who's Advisor for?
Debt advisors, fractional CFOs, and consulting firms with
multiple client engagements. One seat lets you bring multiple
clients into separate workspaces under one login, with
white-label-lite branding per client. €350/mo per seat — no
per-client fees.
Can I cancel any time?
Yes. Cancellation stops the next renewal — you keep access
until the end of the current period. The Stripe Billing
Portal handles both upgrades-with-card and cancellations.