Pricing | Docket

Pricing

Three ways to run the same research. Choose who operates it; the evidence standard is identical.

Pricing

Choose how your research is managed.

Use the platform directly or have a dedicated analyst manage the research. Outreach is optional on every plan.

Self-serve

Run it yourself

$1,500/ month

Manage your target list, research criteria, and results directly in the platform.

Triage, Scout and Audit on your list
Your criteria as the agents' questions
Up to 250 companies researched a month
Full evidence trail on every field
CSV and Excel export, any time
Read-only access through Claude or ChatGPT

Discuss Self-serve

Managed

White-glove

$12,000/ month

A dedicated analyst manages your research, reviews the criteria each week, and coordinates outreach when enabled.

Everything in Self-serve, no volume cap
Dedicated analyst, daily written report
Research criteria reviewed weekly
Target list built for you, or bring yours
Optional email, LinkedIn and phone outreach
Each handed-over reply comes with a written brief: mandate fit and open questions

Book a walkthrough

Enterprise

Multi-mandate

Custom

Coordinate multiple mandates with separate research workspaces, access controls, and agreed sector exclusivity.

A separate docket per mandate
Sector exclusivity as agreed in your mandate
Isolated database, no shared tenancy
SSO and per-seat access control
Custom agents and private data sources
A named escalation contact and response times, set out in the written scope

Talk to us

See a finished docket before you talk to us.

Sample — fictional companies: 21 invented HVAC contractors on an invented mandate, with scores, quoted evidence, succession signals, open questions and outreach status. Nothing in it is a real business.

Sample PDF Sample CSV

Monthly, no lock-in on Self-serve · Managed runs on a three-month minimum · outreach is optional on every plan

What each plan includes

Self-serve: You manage the target list, criteria, runs and results in the platform. Triage, Scout and Audit run on your list against your criteria, to the monthly company allowance shown above. Every field carries its evidence trail, and you can export to CSV or Excel at any time. Optional outreach is available.
Managed: Everything in Self-serve without the volume cap, plus a dedicated analyst who reviews your criteria each week and sends a written daily report. We can build the target list or work from yours. Optional outreach is coordinated for you and each qualified conversation is handed over with a written brief that connects the company to your mandate and lists the questions still open.
Enterprise: For several mandates at once: a separate docket and database per mandate, per-seat access control with SSO, agreed sector exclusivity, custom agents and private data sources. The written scope names an escalation contact and the response times that apply. Scoped and priced to the mandates; use the enquiry form.

Outreach by email, LinkedIn and phone is optional on every plan, and nothing is sent until your team has approved both the target and the wording. Docket is a research service: it is not a broker-dealer or M&A adviser, and the research is not investment advice.

Who sends the outreach, who is responsible, how opt-out works

Applies only where optional outreach is enabled.

Who sends: Messages go out on your firm’s behalf from approved sender identities and dedicated sending domains, and identify the firm represented. You approve the wording and each target before contact.
Who is responsible: The client is responsible for what is sent on its behalf; hiring an agency does not transfer liability. Docket is a research service, not a broker-dealer or M&A adviser.
How opt-out works: Requests not to be contacted are recorded and applied to future outreach, and a reply stops the sequence. Channels, geography and opt-out handling are agreed before a campaign runs.

Read trust and data handling and the outreach compliance guide. This is a description of our process, not legal advice.

The first ten targets are free

Send ten targets and your acquisition criteria, or describe the mandate and we will propose ten. We research them with the same three agents and the same evidence standard as a paid engagement, and you get back the records, the quoted evidence, the scores and the questions the public record could not answer. The purpose is for your team to judge the evidence and the fit of the questions before committing to anything. Look at a finished record first in the sample docket (fictional companies).

How billing starts

Before anything is billed: The first ten targets, review included, carry no charge.
Starting a plan: A plan starts only after you have reviewed the free first ten and agreed the scope with us in writing. Plans are billed monthly at the price shown above.
Commitment: Self-serve is monthly with no lock-in. Managed runs on a three-month minimum. Enterprise terms are agreed in the scope.
Invoicing details: Invoicing and payment terms are stated in the written scope before work on a paid plan begins.

Questions about what is included, or about a mandate that does not fit one plan cleanly, are welcome on the enquiry form. The engagement guide walks through the work from scoping to handover, and the FAQ covers exports, approvals and data handling.

Sample docket (PDF)

Fictional companies on a fictional mandate: scores, quoted evidence, open questions.

Sample docket (CSV)

The same records as one row per company, every field the product produces.