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Pricing

Annual Memberships for Capital Partners

Yellowwood memberships are priced based on AUM and the number of team members who actively run workflows. Memberships include unlimited use for designated full-access users, reviewer access, and free participation for companies. Yellowwood does not charge transaction fees, success fees, or per-introduction fees.

Founding Member Offer

The first 10 capital partner members receive 20% off Year 1 membership pricing.

Included with membership

What membership includes

Each annual membership includes unlimited platform use for designated full-access users, reviewer access across the team, free company participation, and ongoing platform updates. Core value today centers on standardized triage, diligence, and investor-ready outputs such as Triage Cards, Deal Memos, and Snapshot Reports. Opt-in ecosystem features may expand over time, but introductions are not guaranteed and are not priced per introduction.

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Unlimited triage and diligence workflows

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Incentivized, free company participation in investor-led workflows

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Access to curated deal flow and member-to-member collaboration tools when released

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Ongoing platform expansion as additional stages roll out

how to join

A simple, consultative process

Each firm has its own strategy, workflow, and permissions model. We start with a conversation, configure your preferences, and help your team get live quickly. Enterprise requirements such as white-label, integrations, or advanced controls are scoped separately.

01

We walk through your current process, provide a brief demo of the platform, and discuss how Yellowwood fits.

02

During a brief onboarding, we walk you through all setup to ensure your preferences are in place before you start.

03

As you get moving, we are always here to help along the way, and we welcome suggestions for future enhancements.

FAQs

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Talk through pricing for your team

Tell us about your strategy, team, and workflow. We'll show you how Yellowwood can be structured for your firm.

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