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Your subscription controls which parts of Caplia are unlocked for your company. Billing is not in the left sidebar: click your user avatar in the top-right corner, then choose Billing (or go straight to /billing). Only company admins can open this page, so if you see a message asking you to contact your company admin, they hold the billing keys for your team.

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The plans

Prices for Caplia Prepare and Caplia Raise appear on each plan card in your local currency, with a Monthly or Annual toggle above the cards (annual billing is discounted). Caplia Enterprise is priced individually: click Contact Sales to talk to us.

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Your free trial

New accounts start with a trial that unlocks the platform so you can try everything before paying. While it runs, the Billing page shows a Free Trial Active banner with the number of days remaining, and the Caplia Raise card carries a Trial Active badge. When the trial ends you drop back to Caplia Core automatically: nothing is deleted, but paid features lock until you subscribe.

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Upgrading

1

Open Billing

Click your avatar in the top-right corner and choose Billing.
2

Pick monthly or annual

Use the Monthly / Annual toggle to compare pricing for each billing period.
3

Choose a plan

Click Onboard Now on the plan you want. A secure checkout opens where you enter your payment details.
4

Confirm

Once payment completes, your new plan activates straight away and the page shows it under Current Subscription.
If you already have a paid plan and choose a different one, the change applies to your existing subscription without a fresh checkout.

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Managing your subscription

When you have an active paid plan, the Current Subscription card shows your plan name, price, billing period and renewal date. Click Manage Subscription to open a secure billing portal where you can:
  • Update your card or payment details
  • Switch plans or change your billing period
  • View invoices and payment history
  • Cancel your subscription
Downgrades and cancellations take effect through this portal, so you keep access until the end of the period you have paid for.

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When a plan lapses

If your subscription ends, your account returns to Caplia Core. Your Caplia Passport and company profile stay live, previously shared Passports remain viewable by investors, and your data room and cap table stay intact. Paid features show a locked card instead: it names the feature, badges the plan that includes it, and offers a View Pricing Plans button that brings you back to Billing. Resubscribe at any time to pick up exactly where you left off. Questions about which plan fits your raise? See Getting started, or ask Iris once you’re signed in.