One operator, unlimited ambition. Add client workspaces as you grow — no per-seat tax, because it's just you.
For independent advisors getting started.
For small consultancies running BD + delivery in one tool.
For multi-advisor firms with high outreach volume.
Unlimited usage, SLAs, custom integrations.
| Capability | Starter | Practice | Firm |
|---|---|---|---|
| Client workspaces | 3 | 15 | ∞ |
| BD dossiers / month | 25 | Unlimited | Unlimited |
| Time → invoice + QuickBooks | — | ✓ | ✓ |
| Natural-language search | — | ✓ | ✓ |
| Operators / seats | 1 | 1 | Multiple |
| Dedicated deployment | — | — | ✓ |
| SSO / SAML · branding | — | — | ✓ |
Karobaar pays for itself the first week it saves you three hours of BD research.
Yes. Starter and Practice are built for a single operator — you're not penalized for being a team of one. Firm adds multiple operators when you outgrow yourself.
Each of your clients gets an isolated, multi-tenant workspace with its own data, briefings, pipeline and engagements. You switch between them from one console.
On Firm, each client workspace can carry your branding or the client's, on a dedicated deployment. Starter and Practice use the shared platform.
14 days, no card required, full Practice features. Set up a real client workspace and keep it if you upgrade.