Fassport

Simple, transparent membership

Built to help businesses scale smarter.

From operational cleanup and investor readiness to CRM workflows, capital positioning, AI-enabled infrastructure, and strategic growth support, Fassport helps you move from where you are today to where you want to go next.

  • No percentage of raise
  • Flat monthly rate
  • Cancel anytime
  • Human and AI support

How it works

We meet you where you are.

Step 01

Start where you are

We work with businesses at every stage, whether you are getting organized or already managing a portfolio. No minimum threshold.

Step 02

Strengthen your foundation

Improve operations, workflows, positioning, branding, and investor readiness. Our platform and team help you close the gaps holding you back.

Step 03

Scale with confidence

Use technology, systems, advisory, and infrastructure built to help you grow from your first raise to your hundredth.

Membership tiers

Simple, transparent pricing.

No percentage of raise. No surprise fees. One flat monthly rate. Cancel anytime.

Starter

Start where you are.

For operators taking their first steps toward institutional-grade infrastructure.

$199/ mo, billed annually
  • 20 LP verifications / month (+$29 per additional)
  • 506(b) and 506(c) flows
  • < 48hr average turnaround
  • Automated audit trail
  • 1 user seat
  • Email support
  • Readiness Snapshot Report
  • LP network access
  • Priority turnaround
  • White-label portal
  • API access
Start
Most popular

Growth Acceleration

Strengthen your foundation.

For active fund managers ready to upgrade operations and investor communications.

$479/ mo, billed annually
  • Includes Readiness Snapshot Report
  • 75 LP verifications / month (+$19 per additional)
  • 506(b) and 506(c) flows
  • < 24hr priority turnaround
  • Full compliance export
  • LP network access (150k+)
  • 3 user seats
  • Priority support (< 4hr)
  • CRM-ready data export
  • Company positioning review
  • Workflow analysis
  • White-label portal
  • API access
Start

Institutional Readiness

Scale with confidence.

For high-volume GPs and family offices that need enterprise-grade infrastructure.

$999/ mo, billed annually
  • Includes Readiness Snapshot Report
  • Unlimited verifications
  • 506(b) and 506(c) flows
  • < 12hr turnaround
  • Full compliance export
  • LP network + warm intros
  • Unlimited user seats
  • White-label LP portal
  • API access and webhooks
  • Custom integrations
  • Dedicated compliance support
  • Full onboarding strategy session
  • Capital readiness walkthrough
  • Executive positioning guidance
  • Workflow optimization planning
  • Data room readiness consultation
Contact

Enterprise

Built for firms operating at scale.

Multi-fund managers, broker-dealers, RIAs, and institutional operators with high-volume needs. Custom SLAs, dedicated infrastructure, white-glove onboarding, and volume pricing tailored to how your firm works.

  • Custom SLAs
  • Dedicated infrastructure
  • Volume pricing
  • On-site onboarding
  • Priority support
ContactWe respond within one business day.

Readiness Snapshot report

The Readiness Snapshot Report

A strategic overview of where you stand today and what to improve before your next raise. Delivered by the Fassport team and tailored to your business.

Included in Growth and Scale

  • Investor readiness review
  • Website effectiveness analysis
  • Brand and pitch positioning
  • Workflow efficiency assessment
  • CRM and automation opportunities
  • Executive summary review
  • Data room preparedness
  • Automation gap analysis

Readiness Snapshot

Your Company Name, LLC

Investor readiness62%
Brand positioning48%
Workflow efficiency74%
Data room35%
CRM systems55%

Key finding

Your investor presentation is strong, but data room organization needs work before institutional outreach.

87

Insights

Optional add-on services

Built-with-you growth services.

Whether you already have materials or need to start from scratch, we have a path for you.

Option 01

Snapshot cleanup and enhancement

Improve and elevate what you already have.

For companies that already have materials. We sharpen, polish, and align them with institutional expectations.

  • ·Website review and cleanup
  • ·Pitch deck enhancement
  • ·Executive summary refinement
  • ·Messaging and positioning improvement
  • ·Investor presentation polish
  • ·Workflow recommendations
  • ·Readiness report with recommendations

Option 02

Full build-out / institutional package

From idea to investor-ready.

For companies starting from scratch or wanting full professional positioning at the institutional level.

  • ·Website redesign support
  • ·Investor pitch deck creation
  • ·Executive summary creation
  • ·Data room organization
  • ·Workflow mapping
  • ·CRM implementation guidance
  • ·Automation setup strategy
  • ·Capital positioning assistance
  • ·Branding alignment
  • ·Strategic onboarding

Integrated workflow infrastructure

Operational infrastructure that moves with you.

We help businesses streamline communication, automate workflows, organize pipelines, improve follow-up, and build scalable operational infrastructure.

Pipeline managementWorkflow automationCRM and integrationsAnalytics dashboardsAI-powered follow-upOnboarding systems

Lead intake

Active

New contact captured, auto-qualified, routed to pipeline

Nurture sequence

Running

Day 1 email sent, SMS follow-up scheduled, calendar link shared

Onboarding flow

Active

Welcome packet sent, data room access granted, team notified

Premium support

Strategic guidance beyond software.

We do not just provide tools. We help businesses think bigger, operate smarter, and position for long-term growth.

Growth planning

Strategic roadmaps that align operations, team, and capital strategy.

Operational reviews

Analysis of where your business loses time and money.

Scaling strategy

Move from founder-led chaos to systems-driven operations.

Capital positioning

Position your business for the type of capital you are raising.

Investor preparation

Presentation coaching, data room readiness, and investor narrative development.

AI workflow implementation

Use AI to automate work that slows your team down.

Optional premium add-on. Available on all plans.

Compare plans in detail

Feature

Starter

$199/mo

Growth Acceleration

$479/mo

Institutional Readiness

$999/mo

Verifications / month2075Unlimited
506(b) and 506(c) compliance
Average turnaround< 48hr< 24hr< 12hr
Automated audit trail
Compliance export
LP network (150k+)
Warm LP introductions
White-label portal
API access and webhooks
User seats13Unlimited
SupportEmailPriority (< 4hr)Dedicated
Readiness Snapshot Report
Company positioning review
Workflow analysis
Full onboarding strategy
Capital readiness walkthrough
Data room consultation

Why Fassport

One ecosystem. Everything else is a slice.

Traditional consultants, agencies, CRMs, and SaaS tools each solve one problem. Fassport solves them together.

CapabilityConsultantAgencyCRMSaaSFassport
Strategic guidancePartial
AI-powered infrastructurePartialPartial
Investor readiness
Workflow automationPartialPartial
Operational systemsPartialPartial
Flat, predictable costPartial
Human support included
One integrated ecosystem

Trusted by operators

From first raise to full scale.

Fassport gave us the infrastructure we needed to look institutional from day one. Our LPs noticed the difference immediately.

Managing Partner · Real Estate Fund, Texas
Closed in 3 weeks

The Readiness Snapshot alone was worth the subscription. It showed us exactly where we were leaving money on the table.

Founder · Healthcare Company, Georgia
2x efficiency gains

We were running everything on spreadsheets. Now our entire investor communication flow is automated. It changed everything.

CEO · Agriculture Operation, Kansas
8 tools → 1 platform

Frequently asked questions

A strategic assessment of your investor readiness, brand positioning, workflows, and data room, delivered by the Fassport team and tailored to your business.

Build smarter. Scale faster. Position stronger.

Whether you need operational cleanup, strategic guidance, investor readiness, workflow infrastructure, or full-scale positioning, Fassport helps you grow with confidence.

  • No percentage of raise
  • AI-native from day one
  • Setup in under an hour