A Bad Investment Will Cost You More

Starter is for one owned property in Property Management, one bank link, 1 analysis credit per month (up to 2 active in Deal Analysis), and 100 Beacon (Portfolio AI) messages per month with quarterly refreshes — and includes a 7-day free trial. Growth raises limits to 2 Property Management slots, 2 bank links, 3 analysis credits per month (up to 9 active in Deal Analysis), and 200 Beacon messages per month with monthly refreshes. Pro is for active investors who need 5 Property Management slots, 5 banks, 6 analysis credits per month (up to 18 active in Deal Analysis), and 500 Beacon messages per month.

Starter includes a 7-day free trial. You enter a credit card at checkout, get Starter entitlements immediately (1 Property Management slot, 1 bank link, 1 analysis credit / month with up to 2 active in Deal Analysis, 100 Beacon messages / month), and after 7 days Stripe automatically continues your paid Starter subscription. Cancel anytime during the trial. Growth and Pro start paid with no trial.

Pro includes higher usage limits and priority support. Those recurring data updates and higher research credits have real third-party costs, and Pro covers significantly more ongoing usage than Growth.

Yes. You can upgrade immediately and your new limits take effect right away. Downgrades take effect at the next billing cycle so you keep your current access through the end of the period you paid for.

Yes. Annual plans are 17% off (two months free) and lock your rate for the year you paid for.

Pricing is based on data costs and product depth, so rates may increase as we add more data and features. If pricing changes, existing customers keep their current rate for at least 12 months, annual subscribers keep their price through their paid term, and we will continue offering lower-volume tiers.

Linking a new property into Deal Analysis (underwriting and modeling) counts as one Property Link credit. Re-linking the same property within 30 days uses cached data and does not consume another credit. Moving a researched deal into Property Management uses a Property Management slot, not an extra research credit.

Deal Analysis is for underwriting and modeling deals you're evaluating. Property Management is for properties you already own and track over time. Starter includes 1 Property Management slot and 1 analysis credit per month (up to 2 active in Deal Analysis).

You'll get warnings as you approach your limit. At the limit, new Property Link research actions pause until your next billing cycle unless you upgrade.

Beacon is LeveredOS Portfolio AI chat. Each question you send counts as one message for the month. Starter includes 100, Growth 200, and Pro 500. Usage shows in the Beacon panel and on your Profile. At the limit, new chats pause until the next month unless you upgrade.

Yes. Property Management slots are based on active properties, not lifetime properties. You can archive unlimited properties — archived properties do not receive market data refreshes. Archiving frees a slot immediately so you can bring a different owned property into Property Management. If you unarchive a property later, it counts toward your active Property Management slot limit again. Researching a new deal in Deal Analysis uses a Property Link credit.

Yes. Owner Skip Trace runs automatically when you first link a property — the same way other enrichment data is pulled — and is included on Starter, Growth, and Pro. View contacts from the property dashboard. It is not a pay-per-use add-on and is not re-run on scheduled market refreshes.

No. Plaid is optional. You can use the full platform with manual data entry. Bank connections unlock automatic daily transaction syncing so your income, expenses, and cash flow stay current without any manual work. Starter includes 1 bank link.

For cleaner reporting, connect accounts dedicated to your properties (rent in, mortgage/expenses out). Mixing personal and property activity makes tagging harder and requires sifting through unrelated expenses.

Reconnecting a bank counts as a new Plaid connection and uses a connection slot. We recommend disconnecting only if you are switching banks or no longer need that account tracked.

Plaid checks for new transactions automatically (typically once to several times daily, depending on the bank). Updates sync in the background.

We do not store your bank login credentials. Connections are handled by Plaid and encrypted in transit and at rest. You can disconnect accounts at any time.

A refresh pulls updated comps, valuation estimates, rent data, and property details for Property Management properties. Starter refreshes quarterly; Growth and Pro refresh monthly.

Starter is designed for lighter usage and long-hold workflows. If you need monthly updates for active management, refinancing, or dispositions, Growth or Pro is the better fit.

On-demand refresh is available as a Custom Pricing add-on. It is not included in Starter, Growth, or Pro.

Custom Pricing is for small and mid-size offices — family offices, operators, and teams — that need higher limits, custom refresh cadences, integrations, or custom invoicing. If Starter, Growth, or Pro are too tight, this is the right path.

Click "Let's Talk" to book a Notion calendar call, or email the team from the same Custom Pricing card.