Compare
One historical deal to compare Casian with work you already completed.
GUIDED PILOT
A guided eight-week pilot to evaluate Casian with your team. A defined scope, a check-in after two weeks, and a shared final review.
GUIDED PILOT
A scope and terms agreed together before you start.
Setup, onboarding, and use of the software on your deals are included in the pilot.
The eight weeks begin once your workspace is configured and the first deal is available, not on the signature date. We agree on the effective start together.
After the pilot, we define the subscription together: team access, vehicle, included usage, and support. You receive a tailored proposal before committing.
We define the included deals and AI usage in writing before you commit. A reference path to size together:
One historical deal to compare Casian with work you already completed.
Two active deals to test updates, questions, and collaboration.
An agreed allowance of additional screenings, including the associated research, revisions, and AI exchanges.
Included volumes are agreed before the start, based on your deals and documents. No overage is billed without your agreement.
Configure your thesis and access, then work through the first deal together.
Review the first results and agree on priorities for the next six weeks.
Send short written feedback. We schedule a call when it helps, with no mandatory weekly meeting.
Review usage, analysis quality, and preparation time with your lead and decision-maker.
A named point of contact, deals available for actual use, and structured feedback at the two-week check-in and final review. We agree on success criteria before starting.
Five internal users are the starting point. If the team working on the deals is larger, we agree on the appropriate access before the pilot. Processing limits are defined separately.
They are the key shared checkpoints. Between them, short written feedback is enough, with calls as needed.
The next steps are agreed together at the two-week check-in and final review. Continuing after the pilot requires a separate agreement. Export and deletion follow the conditions agreed upfront.
No. It includes the software and onboarding support. Your team retains responsibility for analysis and investment decisions.
We open access in small batches.
Each fund starts with a deck it has received.