OUR PLANS
Your Trusted Deal Management Software
From boutique firms to institutional deal makers, VastoFi can provide a solution.
Free
Best way to try our platform
Powerful suite of tools to maximize efficiency
For All
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Bios for all your contacts
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Transaction Specific Messenger
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Mass BCC Messenger Function
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Automated tracking of transactions by stage
For Investors and Investment Bankers
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Lender-Filter-Tool™
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Indication of Interest Comparison Tool
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Basic Term Sheet Comparison Tool
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Data Room with NDA Access Controls
The Tech:
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SOC-2 ISO-27001 Compliant
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Compatibility with Microsoft Suite
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Secure Document Storage & Sharing
Professional
Best for teams
Comprehensive solutions for deal teams
Everything in the Free Plan +
For Investors and Investment Bankers
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AI workflow tools
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AI Deal Drive™
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AI powered CIM to Financing automation
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Collaborative workflows & access controls
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Comparable database
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Manager level reporting & dashboards
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Centralize and standardize proprietary deal data
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Pipeline management
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Dedicated Account Manager: Priority support and onboarding for professional users
The Tech:
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Custom API Access: RESTful API with webhooks for automated data sync across platforms
Enterprise
Best for complex organizational structures
Fully integrated options for firms wanting a customized solution
Everything in the Professional Plan +
For All:
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Customize Investment Committee Outputs
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Custom Portfolio / Fund Level Dashboards
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Advanced Term Sheet Comparison Tool
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Advanced NDA Tool
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Microsoft Teams Integration: Connect deal tracking and notifications to Microsoft Teams for real-time collaboration
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Advanced Data Ingestion & Processing: Bulk data import/export, direct database integrations, and AI-assisted workflow automations
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Early access to exclusive betas
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Curated introductions between investors, lenders and investment bankers
The Tech:
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SSO (Single Sign-On) with Microsoft Entra ID (Azure AD), SAML & Oauth
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Expanded Integrations: Deep API integrations with CRM (Salesforce), ERP (NetSuite), and financial systems
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White-Labeled Solutions: Custom branding and private instance hosting options
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And more
Concierge-Level Support, when you need us
Our platform is designed to intuitively be setup as you go along. Unless you have a specific need or complex organizational structure, there’s no need for a formal implementation process. It really is that simple.

FAQs
At VastoFi, security is paramount. We use encryption protocols to safeguard data transmission, regularly monitor for any vulnerabilities, and implement best practices around security protocols.
We service highly regulated banks, Fortune 100 firms and some of the most active private investment firms who trust VastoFi with their proprietary data.
Your company data is not used for training by any of the public large language model providers. We support both cloud hosted and on-premise deployments to support the varying needs of organizations.