What does each plan include?
Every plan includes the full product available today: Decision Records, evidence, financial underwriting, AI-assisted analysis, named human approval, outcome tracking, audit history and decision memory. Plans differ in users, monitored assets, isolated organizations, AI allowance, onboarding, support and contract terms. Allowances are indicative until confirmed in your written order.
Can I cancel anytime?
On monthly Professional and Institutional plans, yes. There is no annual commitment: cancellation stops future renewals, and access continues through the month you have paid for. Annual plans are prepaid for the year; cancellation stops future renewals. Enterprise cancellation is contract-specific.
How does annual billing work?
You prepay 12 months and save 10%. Professional is $10,789.20 a year (equivalent to $899.10 a month, saving $1,198.80). Institutional is $32,389.20 a year (equivalent to $2,699.10 a month, saving $3,598.80). Unused prepaid months are not automatically refunded, except where required by law or expressly agreed. Enterprise uses a custom annual agreement, and the 10% saving is not applied automatically.
What happens after cancellation?
Your plan does not renew. Access continues through the period you have paid for, subject to applicable terms. There are no automatic prorated refunds, except where required by law or expressly agreed. Export and deletion terms are set in your agreement.
Can I upgrade plans?
Yes. Ask the LIBA SI team to move to a larger plan, or from monthly to annual billing. The change and the date it takes effect are confirmed in writing. Self-service plan changes are not available yet.
How is AI usage calculated?
AI-assisted analysis is metered per organization and per person. Professional has a metered allowance, Institutional an expanded one, and Enterprise allowances are set in your contract. No plan includes unlimited AI usage. Your allowance is confirmed in your written order and can be raised by agreement.
Is onboarding included?
Yes, on every plan. Professional has guided onboarding, Institutional adds a configuration session with the LIBA SI team, and Enterprise has a white-glove implementation, where implementation fees may apply.
What happens if my portfolio grows?
Tell us when you approach your plan's users, monitored assets or organizations. We agree a move to a larger plan, or an adjusted allowance, with you in writing.
How does Enterprise pricing work?
Enterprise starts from $7,500 a month and is priced on your organization's requirements: users, portfolio capacity, organizations, onboarding, integration scope and support terms. Contracts may include an annual commitment and implementation fees. The 10% annual saving is not applied automatically.
Can I import existing data?
You can attach existing documents, such as rent rolls, T-12s, comparables and budgets, to the decisions they support. Automated extraction of figures from those documents is not released yet, so your team enters or confirms the key inputs. How much history to bring in is agreed during onboarding.
Is LIBA SI ready for institutional production use?
Not yet for new organizations. LIBA SI is built and deployed at LIBA Capital, its first deployment, where production acceptance is still under way. A new organization's real data is loaded only after LIBA SI completes its own security acceptance for customer deployments and your security review is done. Until then, your team evaluates LIBA SI in a demonstration workspace with synthetic data.
When can I start paying online?
No date is set. Until then there is no online checkout: every order is confirmed in writing, and nothing is billed before your order is agreed.
Do you hold a SOC 2 report?
Not yet. LIBA SI has signed an engagement agreement relating to SOC 2 assurance; the work has not started and no report has been issued. The Trust page lists the controls in place today.
Is our data used to train models for other firms?
No. Each organization's records are isolated in the database, and LIBA SI does not train across firms' private Decision Records.
What is a monitored asset?
A monitored asset is a property under outcome tracking against the forecast recorded at approval. Allowances for monitored assets are indicative until confirmed in your written order.
What counts as a user?
A user is a named person with access to your organization's LIBA SI workspace, such as a Principal, analyst, observer or compliance reviewer. User allowances are indicative until confirmed in your written order.
What is an organization?
An organization is one firm's isolated workspace. Its records are held separately from every other organization's and are never pooled.
What happens during onboarding?
We map your committee, Principal and compliance roles, review report templates and data with you, scope any integration needs, and agree a security review before any real data is loaded. The depth of support depends on your plan.
Can historical decisions be recorded?
Past decisions can be recorded with the documents that supported them. Automated extraction of figures is not released yet, so your team enters or confirms the key inputs, and how much history to bring in is agreed during onboarding. Until security acceptance and your security review are complete, evaluation uses synthetic data.
How does enterprise implementation work?
Enterprise uses a white-glove implementation scoped with your team: roles and approval structure, reporting templates and data, and any integration needs, with a security review before real data is loaded. Implementation fees may apply and are agreed in writing.
How is customer information handled?
Each organization's records are isolated in the database and owned by that organization, and LIBA SI does not train across firms' private Decision Records. A new organization's real data is loaded only after security acceptance and your security review. Export and deletion terms are set in your agreement.
Can customers request a security review?
Yes. Enterprise buyers can request information about LIBA SI's security architecture, access controls, data governance and deployment model through the Trust page. Requests go through the contact form; no documents are downloadable.
How does a customer request a demonstration?
Use the demonstration request form. We review it and follow up about a private walkthrough of a synthetic investment decision, from evidence to outcome. Bring one of your own decisions to discuss; no documents are uploaded before a security review.