Priced on portfolio size. Nothing else.
One variable moves the number: how many counterparties you are monitoring. Every feature on every plan, no per-user fees, no setup fee. You leave a 30-minute call with your figure.
Per-seat pricing charges you for letting people see the data. So we stopped counting seats.
One variable, and no feature gates behind it.
Most compliance software prices on seats, then charges again for the modules that make it useful, which means the more of your team you put in front of the data the more you pay for doing the right thing. This does not work that way.
Counterparties
Borrowers, investees, portfolio companies, obligors. Whatever you call the organisations that owe you a report. Cygnum runs 191 of them across 23 countries on this platform.
Seats and modules
No per-seat fees, no per-admin fees, no charge for counterparty portal accounts, and no feature switched off until you upgrade. Give the credit committee read access and operations write access: none of it changes the number.
No setup fee
Configuration, counterparty import, template setup, assignment rules, covenant thresholds and training are part of the two-to-four week onboarding and sit inside the subscription. An annual term is available and costs less than paying monthly.
The reporting template library, the counterparty self-service portal, covenant and threshold monitoring, the seven-tier reminder escalation, multi-currency with daily FX, the full submission audit trail, and the MCP layer that lets Claude answer questions against your live portfolio. There is no gate between plans, only portfolio size.
Where this sits.
Between a spreadsheet that licenses for nothing and a platform that takes the better part of a year to install.
Nothing in licences. Paid for in analyst hours, version conflicts, and the breach you find a quarter late.
A fraction of an enterprise platform, set by portfolio size alone, with implementation, training and maintenance in the subscription. Live in two to four weeks.
eFront, Allvue and their class. Six figures a year, and six to eighteen months to implement.
The honest part: those platforms are not overpriced for what they are. They carry fund accounting, investor relations and portfolio analytics that CapitalBridge does not and will not. If you need a general ledger, buy one. If what you actually need is to stop chasing counterparties for reports and to know about a covenant breach before it happens, you are paying six figures for the two per cent of the platform you use. See the capability comparison.
Getting the data in without anyone re-keying it.
Everything else is in the subscription. This is the only line that is not, and most portfolios never need it.
Your counterparties keep sending the workbook they already send. It is parsed, mapped to your template and validated on arrival.
NetSuite, QuickBooks, Xero and others. Financials come straight out of the counterparty's own system, so nobody fills in a form at all. Built by the team that runs production ERP connectors for IKEA and Heineken.
A core banking system, a data warehouse, a regulator's file format. Scoped and quoted per engagement, before any work starts.
See what each connector pulls, or skip it entirely: 191 counterparties run on the portal and Excel ingestion today, with no ERP connector at all.
One portfolio. Two weeks.
Or you pay nothing.
We stand up covenant tracking for one of your portfolios in two weeks. We migrate your reporting schedule, configure your covenants, and onboard your counterparties to the portal.
If your team is not spending less time chasing submissions after one reporting cycle, you pay nothing and keep the templates.
We can offer this because the platform is configured, not built: it is live in two to four weeks either way. A pilot that does not work costs us setup time, not a rebuild. That is the whole reason the risk can sit on our side of the table.
- “Migration will be painful.”
- The scope is one portfolio, not the whole book.
- “Our counterparties will never use a portal.”
- One reporting cycle settles it, at no cost to you.
- “We have no budget approved.”
- There is nothing to approve until it has worked.
- “We were burned by an 18-month implementation.”
- Two weeks, and the templates are yours either way.
- “One reference customer is not enough.”
- We are not asking you to trust it. We are asking you to test it.
Capacity is the real limit on this, not appetite. We onboard a small number of pilots at a time so that each one gets the engineering team rather than a queue.
On the money
Anything not answered here, ask us on a call and we will put the answer on this page.
How is CapitalBridge priced?
On portfolio size alone: the number of counterparties you are monitoring. Not seats, not portfolios, not modules, not which reports you switch on. Every feature is on every plan. Tell us how many counterparties you carry and you get your figure on the call, not a week later in a proposal.
Do you charge per user?
No. No per-seat fees, no per-admin fees, and no charge for counterparty portal accounts. Give the credit committee read access, give operations write access, onboard every counterparty: none of it moves the number. Per-user pricing punishes you for putting the right people in front of the data, which is the opposite of what a compliance system is for.
Is there a setup or implementation fee?
None for the platform. Configuration, counterparty import, template setup, assignment rules, covenant thresholds and training are all part of the two-to-four week onboarding and are in the subscription. Direct ERP synchronisation is the one paid extra, scoped and quoted per system before any work starts. Excel and CSV ingestion is included.
What happens when the portfolio grows?
The size is agreed at the start of the term and reviewed at renewal, not mid-cycle. Add counterparties whenever you need to: nothing stops working and no invoice changes underneath you. If the portfolio has grown materially by renewal, that is the conversation at renewal.
Is there a free trial?
No, and deliberately. A compliance platform with none of your data in it proves nothing: you would spend a fortnight typing counterparties in to find out whether it works. The one-portfolio pilot is the answer instead. We configure one of your real portfolios in two weeks, and if your team is not spending less time chasing submissions after one reporting cycle you pay nothing and keep the templates.
Why is the figure not on this page?
Because the honest version of it depends on one thing we do not know yet: how many counterparties you are monitoring. What we can tell you without the call is the part that usually hides in the small print, and it is all on this page: one variable, no per-seat fees, no feature gates, no setup fee. The call is thirty minutes and you leave it with the number.