Firm plan

Octopus for your whole firm.

For funds, advisor networks and bank teams running many processes at once. Tell us about your team and we'll come back with a proposal within one working day.

Rather talk it through? Book a call with the founder.

How would you like to pay?

What Firm includes

Everything in Desk, without limits, plus the terms and support a larger team needs.

Everything in Desk

Every feature Octopus has, on every room.

Unlimited data rooms and people

Run as many live processes as you like, with your whole team.

Pay by invoice, yearly or on your contract

Bank transfer, your paper, your procurement process.

Export your whole workspace

Every document and the full audit log, in one download.

Full audit history

Every open, download and access change, kept for as long as you're with us.

Dedicated onboarding and priority support

We set up your first rooms with you, and your questions are answered first.

Custom domainComing soon

Links and rooms on your own address, like dataroom.yourfirm.com.

Single sign-on

Your team signs in with your company's Microsoft or Google account, and you can require it.

Security review on request

We answer your security questionnaire with you.