The Self-Serve plan is Relm Pro for individual analysts and small teams. $49/month, full access to the platform, with sensible quotas to keep pricing predictable.
What's included
- 1 portfolio.
- 3 pro-forma credits per month, banked up to 12. See Pro-forma credits.
- 1 seat included, with optional additional seats at $49/each.
- Excel add-in included.
- All AI features — Deep Research, AI Summary, agentic chat, document Q&A.
- Standard support via the in-app form.
What's not included
- Multiple portfolios — that's Enterprise.
- Unlimited pro-forma generations — Self-Serve credits are capped.
- Private / dedicated server — Enterprise add-on.
- Priority support — Enterprise.
- Org-wide MFA enforcement — Enterprise.
- Custom DPA / BAA — Enterprise.
Who it's for
- Independent analysts evaluating a handful of deals at a time.
- Brokers building investment-grade comps for client meetings.
- Anyone evaluating Relm Pro before rolling out to a larger team.
How billing works
- Charged $49/month to your card or ACH account.
- Pro-rated when you start mid-month.
- Cancel anytime — access continues to the end of the billing cycle, then ends.
- Plan downgrades take effect at the next billing cycle.
See Manage your subscription for the billing portal flow.
Sign up
From /pricing, click Get Started under Self-Serve. You'll be sent through secure checkout. After payment, you're auto-signed-in and your first 3 credits are immediately on your account.
Adding seats
If you want a second person on your team using the same organization:
- Go to Settings → Members & Invitations.
- Add the teammate's email.
- They get an invite; once they accept, your seat count goes up by 1 and your subscription is updated to $49 × seat-count.
See Invite a teammate.
Switching to Enterprise
Move to Enterprise from Settings → Billing → Plan. You'll be prompted to schedule a call with sales (Enterprise plans are quoted, not self-checkout). Your data and properties move to the new plan without interruption.
See Upgrade or downgrade.