Where to look first
Settings → Plan and billing shows your plan, everything it includes, and your usage against any limits. That page reads from your workspace's actual license, so it is right in a way a help article cannot be — this article explains the shape, not the numbers.
The two ladders
Percomb has two separate sets of plans:
- Diligence plans — for the firms and teams assessing targets, and for companies preparing to be assessed. A guided readiness license to start with, a single-deal option for one project, and an annual organization license.
- Portfolio plans — for investors monitoring companies they already own, sized by how many companies you monitor.
They are separate licenses. A firm that does both holds both, and a portfolio plan does not grant diligence capabilities or the reverse. The current names, prices and inclusions are on the pricing page; this article explains the shape, not the numbers.
What a diligence plan is priced on
Three things, and nothing else:
| Unit | What it means |
|---|---|
| The organization license | Your tenancy, methodology, security, audit record and support |
| Named practitioners | Your own people who research evidence, create or approve findings, administer deals or author reports |
| Deal activations | New deals started in a contract year — one target company, one corpus, every report version issued from it |
A separate number caps how many deals you can have open at once. Archiving a completed deal frees one of those slots; it does not return the activation, because the work was done.
What a portfolio plan is priced on
The sponsor platform fee, the named investor users at your firm, and the number of active portfolio companies. A company held through several funds counts once.
What is never metered
No charge per page, per document, per question, per prompt or per token.
What a standard activation covers
| Dimension | A standard activation |
|---|---|
| Targets | One company, one assessment |
| Active days | 120 for a deal, your full license year for a standing project |
| Material held | 250 GB of documents, analyst files and transcripts |
| Repository extracts | 5 |
Deals and standing projects
A deal ends. You are assessing another company for a transaction, the transaction closes or dies, and 120 active days is sized for that.
A standing project does not end. It is for a company keeping its own technology picture current — before a raise, before a sale, or simply because the board asks the question every quarter. It runs for your license year and renews with it, so an assessment started in January is still live in November rather than reporting itself as long overdue. Nothing else about it differs: the same review areas, the same evidence, the same reports.
Plans that include one offer the choice when you create the project. Settings → Users and licenses shows a standing project measured against your license year, and names the date its clock goes back to zero.
Nothing here is a switch that turns off. Crossing one of these lines does not block an upload or stop a deal mid-flight — that would be the surprise we promise not to spring, and it would land on whoever is getting the most out of the product. Settings → Users and licenses shows any deal that has gone past a line, and something materially larger — a multi-target roll-up, a big repository estate — is agreed in advance as more than one activation.
Credit for a single deal
Buy a single deal, and if you take an annual license within 30 days the whole price comes off it. The credit appears on Users and licenses with the time it has left, and is applied to your next invoice automatically.
A few choices, then add-ons
There is no wall of plans to compare. Each ladder is a few choices, and the differences are about the shape of the work — a month-to-month readiness project, a single deal, or a license year — rather than long feature checklists. Growth is bought in the product as you need it, not by jumping to a bigger bundle:
| What you add | How it is sold |
|---|---|
| Named practitioners | Per seat, added to your subscription and prorated |
| Deal activations | Per deal, at your plan's published rate |
| Concurrent open deals | Per slot |
| Source code analysis | A one-time unlock, available on every paid plan |
| Portfolio companies and investor users | Per unit, on the portfolio ladder |
Source code analysis is an add-on everywhere, not a plan feature. Analyzing the target's repositories — codebases, commits, contributors and dependency risk — is switched on with a one-time purchase from Settings → Plan and billing, whichever paid plan you hold. Until then the Software screens stay visible and locked, and the sample project shows them working.
Capacity you buy shows up beside what the plan includes on Settings → Users and licenses (investors: Plan & Billing in the console), priced before anything is charged.
What never depends on the plan
Citations, the honest "Not Assessed" rating, evidence-gap reporting, the review gate, deletion and the security controls. Those are what make the output defensible, and defensibility is not a paid extra. On every deal plan that extends to the record itself: issued versions accumulate, and a report leaves your team only through the confidentiality and non-reliance gates. The readiness license is the one deliberate exception — its report is a working draft you regenerate rather than an issued record, and it does not leave your workspace at all, which is more protection, not less.
Who counts as a billed user
- Billed: your own practitioners — the people who research, author, approve or administer.
- Not billed: the target's contributors uploading against request items, the repository provider submitting a source-code extract, an external reader with a share link, a reviewer marking up an issued release, and portfolio-company contributors publishing to an investor.
Charging the people who supply the evidence would suppress the evidence, so we don't.
Trying it before you buy
There is no free plan. The free look is the interactive tour and the try-now copy, neither of which needs an account. Signing up starts with a plan: the base edition is the published first rung, a single deal is the real test on a live target, and the annual license carries a practice.
Changing plan
See Changing your plan.