Employees never pay. Equity is one flat price.
32 of the 64 tools are free in full — every business and owner decision tool, for one person, with no card. Saved adds the 20 SEC and accounting analysis tools; Documents adds the 12 whose output is the filing itself. The price on this page is the price billing charges.
- Every business and owner decision tool, in full, no sign-in
- Two SEC tools to try, so you can see the work before you pay for it
- The working shown, every time
- Nothing is stored — run it again whenever you need it
- For one person: no employee records, no cap table, no equity plan
/ month
- Every decision kept, with the numbers and the reasoning behind it
- The SEC and accounting analysis — 20 tools, each citing its authority
- See the pattern across decisions — and what has moved since last time
- Add the team — employees and advisors are always free
/ month
- Two people included — one prepares, one reviews, both named on the document
- Form 3, 4 and 5, 83(b) and related-party — you enter the facts per module
- Memos and schedules a controller, an auditor or an audit committee can rely on
- Your auditor and your board read it all, free — they never need a seat
/ month
- Enter a grant once: Form 4, 83(b), vesting, ASC 718 and the cap table all draw from it
- Your people sign in and see what they hold, what has vested and what is coming
- Two main seats included, $125 for each person after that
- Every employee and participant free, however many — by design, not as a promotion
/ month
- Every client company under one login, one click apart
- The same documents, memos and schedules, per client
- From ten clients — $790 a month for ten companies
| What you get | Free | Saved | Documents | Equity | Firms |
|---|---|---|---|---|---|
| Run any tool and see the answer | ✓ | ✓ | ✓ | ✓ | ✓ |
| Business and owner decision tools, in full | ✓ | ✓ | ✓ | ✓ | ✓ |
| The knowledge hub and the deadline calendar | ✓ | ✓ | ✓ | ✓ | ✓ |
| Your answers, inputs and workings are kept | — | ✓ | ✓ | ✓ | ✓ |
| Change one input and see what moved since last time | — | ✓ | ✓ | ✓ | ✓ |
| SEC and accounting analysis — 20 tools, with the authority cited | 2 to try | ✓ | ✓ | ✓ | ✓ |
| The filing itself — 12 tools: Forms 3, 4 and 5, 10-K, 10-Q, Item 402, 8-K items | — | — | ✓ | ✓ | ✓ |
| Filing-grade documents and memos, with the standard cited | — | — | ✓ | ✓ | ✓ |
| Audit, controller and audit-committee pack | — | — | ✓ | ✓ | ✓ |
| Where the facts live | Not kept | Your saved runs | You enter, per module | One managed record | You enter, per client |
| Managed equity — pool, grants, vesting, cap table | — | — | — | ✓ | — |
| Enter a grant once, reused by every form | — | — | — | ✓ | — |
| Every number traces to a dated, approved source event | — | — | — | ✓ | — |
| Your people sign in and see what they hold and what has vested | — | — | — | ✓ | — |
| People you can record | None — Free is for one person | Unlimited | Unlimited | Unlimited | Unlimited |
| Companies you can administer | 1 | 1 | 1 | 1 | Unlimited |
| Roles you can assign | 3 of 12 | 4 of 12 | All 12 | All 12 | All 12 |
| People who can produce work | 1 | $20 each | 2 included, $125 each after | 2 included, $125 each after | Per client company |
| Employees, advisors, auditors and board members | Free on every paid tier, always, however many — by design, not as a promotion. Free itself holds no employee records. | ||||
| Support | Community support | Email support | Priority support | Dedicated contact | Dedicated contact |
Do you file with the SEC or IRS for us?
No. UnfoldCFO prepares documents for your review and export. You, or your filing agent, remain the filer of record for everything. That line never moves.
What do employees and participants pay?
Nothing, on any paid tier, ever — however many of them there are. Employee accounts for accepting grants, viewing holdings, and downloading their own documents are free by design, not as a promotion. The free tier is for one person and holds no employee records; employees start at Saved.
What happens when a rule changes?
Rules ship as versioned packs. Changes are reviewed, published to a public changelog, and every output names the pack version it used. A tool that cannot cite current rules refuses to output.
Is this legal or accounting advice?
No. The tools prepare documents and computations from your inputs, with citations, for review by your team and your advisors. Judgment calls are flagged for your securities counsel, and edge cases escalate to a human.
Can we cancel anytime?
Yes. Plans are monthly, cancellation takes effect at the end of the billing period, and your data exports in open formats whenever you ask.
Start free. Upgrade when a tool earns it.
No card, no call, no quote.
Every signup starts with the full product free for 30 days — every tool, every role, no limits. Need longer, ask once for 15 more. When it ends you drop to Free: your data stays, your exports stay free, and you pick what was worth paying for.