> ## Documentation Index
> Fetch the complete documentation index at: https://docs.venture.caplia.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Billing and subscriptions

> Choose a plan, manage payments and understand what happens between raises

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.

## The plans

| Plan                  | Best for                                                                                                                       |
| --------------------- | ------------------------------------------------------------------------------------------------------------------------------ |
| **Caplia Core**       | Keeping your profile, Passport, deck, data room and cap table organised between raises. Free, and included with every account. |
| **Caplia Prepare**    | Organising your raise: rescoring, readiness insights, unlimited Iris and cap table tools.                                      |
| **Caplia Raise**      | Actively fundraising: unlimited Passport sharing, secure data room sharing, engagement analytics, investor CRM and messaging.  |
| **Caplia Enterprise** | Structured or high-value fundraising processes, with a dedicated account specialist and bespoke setup.                         |

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.

## 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.

## Upgrading

<Steps>
  <Step title="Open Billing">
    Click your avatar in the top-right corner and choose **Billing**.
  </Step>

  <Step title="Pick monthly or annual">
    Use the **Monthly** / **Annual** toggle to compare pricing for each billing period.
  </Step>

  <Step title="Choose a plan">
    Click **Onboard Now** on the plan you want. A secure checkout opens where you enter your payment details.
  </Step>

  <Step title="Confirm">
    Once payment completes, your new plan activates straight away and the page shows it under **Current Subscription**.
  </Step>
</Steps>

If you already have a paid plan and choose a different one, the change applies to your existing subscription without a fresh checkout.

## 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.

## 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](/founder-portal/getting-started), or ask [Iris](/founder-portal/iris) once you're signed in.