Pricing

Perfona pricing

As opeff.com lists them, read 1 Oct 2026. The maker's own page has the final word.

Plan	Billed and limits	Price
Fund Administration	After two weeks of free trial you'll be charged the subscription fee on a monthly basis. · Portfolio accounting · dashboards · order management · real-time general ledger · tax lot accounting · NAV & performance · K1 generation	On request
Investor Technology	After two weeks of free trial you'll be charged the subscription fee on a monthly basis. · Investor management · allocations · fee calculations · private equity waterfalls · CRM · investor portal API · commitments, drawdowns & distributions	On request
Full System	Pricing tailored to your fund's structure, size, and requirements. · Data warehouse · reconciliation system · online data room · third-party API integration · operations support · custom development · API tokens	On request
Portfolio Technology	After two weeks of free trial you'll be charged the subscription fee on a monthly basis. · Portfolio accounting · dashboards · order management · real-time general ledger · tax lot accounting · NAV & performance · automated weekly software upgrades	On request