Manage your plan

Everything about your plan lives in one place: Account, Subscription & Billing.

From there you can see exactly what your plan includes, upgrade, switch to annual billing, update your card, download receipts or cancel.

Find your plan

1. Open Account and choose Subscription & Billing in the left menu.
2. Click Manage Subscription.
3. Your plan card shows your plan, its status and What your plan includes: how many companies you can track, how many matched companies you get each day and how many Deep Dive reports you can run. These are your own numbers, read from your account.

Upgrade

1. On the Manage Subscription page, scroll to Upgrade Your Plan. Click Compare to see the plans side by side.
2. Pick the billing period on the plan card you want, then click its upgrade button.
3. Review the price and click Confirm. The upgrade takes effect immediately, so the new features and allowances are available straight away.

To see what each plan adds, read Plans and pricing.

Switch to annual billing

If you are on Pro and pay quarterly (or are on an older monthly plan), the Manage Subscription page shows a Switch to Annual card with the annual rate. Click Switch, then Confirm. You keep the same plan at the lower rate, and your rate never rises on renewal.

On Starter, Strategic or Team there is no switch card. Email support@fundz.net and say you want annual billing, and we will move you over.

Move to Team, add seats or move down a plan

These changes are made with you rather than in the app. Email support@fundz.net with what you want to change and we will set it up. Once you are on Team, the account owner invites people from Account, Team, Invite a teammate.

Update your card or download receipts

On Manage Subscription, use Payment method to change your card and Billing history & receipts to download past charges. Step by step: Payment method and receipts.

Cancel

1. On Manage Subscription, click Cancel Subscription at the bottom of the page.
2. Tell us why you are leaving and click Continue to Cancel. Depending on your plan, we may show you an alternative first, such as a lower annual rate.
3. Click Yes, Cancel Subscription. The page confirms the date your access ends.

You keep full access until the end of the period you have already paid for. Your account stays in place, so if you come back, the Renew button on the same page restarts your plan.