Conservancy

Apply for Conservancy access.

Conservancy is invitation-only for now. Every applicant is personally reviewed to ensure the product is the right fit for their work. Tell us about what you do and we'll respond personally, usually within a couple of business days.

I. Who we work with.

Conservancy serves the teams who turn deal documents into decisions — across four live workflows.

Private Equity

Lower-middle-market sponsors, independent sponsors, search funds, and boutique investment banks. If your team screens CIMs, builds tearsheets, runs diligence, or drafts IC memos, this is the workflow Conservancy was built around.

Commercial Real Estate

Acquisition shops, multifamily, industrial and retail developers, and CRE investment firms. If your team underwrites OMs, rent rolls, and T12s into investment memos with cap rates, DSCR scenarios, and sensitivity tables, Conservancy does that pass first.

Private Credit

Direct lenders, mezzanine funds, SBIC funds, and specialty finance groups. If your team turns borrower financials into credit memos with leverage metrics and covenant recommendations, Conservancy drafts the memo you edit rather than the one you write.

Lease Intelligence

Real estate law firms, tenant rep brokerages, and property management companies. If your team abstracts leases, Conservancy reads documents up to 300 pages and returns structured abstracts with key dates, page-cited clauses, and risk analysis.

If a document stands between your team and a decision, Conservancy reads it.

II. What happens after you apply.

Applications are reviewed personally, usually within a couple of business days. If you're a fit, we'll schedule a brief intro call to walk through how Conservancy works for your specific workflow. After the call, you'll receive an invitation link to set up your account and choose a plan.

III. What it costs.

Private Equity
from $1,500/month
Commercial Real Estate
from $750/month, or $95 per memo
Private Credit
from $1,500/month
Lease Intelligence
$45 per lease, or $500/month unlimited

Founder pricing available for early customers. No hidden fees, cancel anytime. See full pricing.

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