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Copia Connect

Stop paying by AUM.

Legacy portals charge 20× more as your AUM grows. Connect is a flat $495/mo with AI that flags errors before LPs see them and waterfalls that match your legal docs.

Free

$0 /month

4,000 credits included

  • Personal workspace
  • Create 1 venture
  • 4,000 credits (20 documents)
  • Basic support
Most Popular

Max

$495 /month

50,000 credits/month

  • Everything in Free, plus:
  • Unlimited Ventures
  • Shared workspace
  • 50,000 monthly credits (~250 documents)
  • Priority support
  • Advanced analytics

Need More Credits?

Purchase additional credits anytime. Credits are valid for 12 months from date of purchase.

Small

$50

10,000

credits

Large

$250

50,000

credits

Jumbo

$1,000

200,000

credits

Built for modern fund operations

Stop paying more as you grow. Stop re-entering data. Stop juggling disconnected systems.

Medallion 1

AI that protects reputations

Drop in any document—our AI extracts data and alerts you to errors before LPs see them.

  • Catches discrepancies automatically
  • No manual entry, no embarrassment
  • Protects relationships you've built
Medallion 2

Waterfalls that match reality

Finally, calculations that handle your actual fund structure.

  • Infinite share classes
  • Side letter contemplation built in
  • Complex promote structures supported
Medallion 3

Tighter LP communications

Look professional even when you're scrambling. Fully white labelled, too.

  • Reminds about unsent messages
  • Flags missing recipients
  • Perfect version control