What the trial includes
The trial starts when you sign up and lasts 14 days. Every feature is available and no payment method is needed.
| Limit | During the trial |
|---|---|
| Active clients | Up to 3 |
| Team members | Up to 3, counting you and pending invitations |
| Document storage | 500 MB |
| Announcement recipients | 100 per day |
Everything else, including properties, markets, offerings, orders and distributions, is unlimited.
Where to see how many days are left
A banner shows the days left, and the billing page shows the end date and the monthly price you would pay with today's seats. Only owners and admins can open the billing page.
When the trial ends
- If you subscribe, the limits are lifted at once and your seats are billed from that moment. See Subscribe and manage billing.
- If you do not, the organization becomes read-only. You can still read everything, export your data and manage billing. Your investors can still read their portal, so nobody is harmed, but new subscriptions are paused.
- Your data is kept for 90 days. You can subscribe at any time in that period to unlock. See Payment failed and the locked state.
Tip: You can export a copy of everything from Settings, Data, even while the organization is read-only.