Infundly Committee Note Builder Access
Choose the plan that fits your research activity
Infundly plans are designed around how frequently your firm expects to use the Committee Note Builder.
Each annual plan includes a shared number of Committee Note reviews across your approved firm users, so you can choose the level that best reflects your expected research workload.
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Basic — 50 Committee Notes per year
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Standard — 120 Committee Notes per year
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Ultimate — 240 Committee Notes per year
All plans are firm-based, billed annually and subject to approved professional-user access.
Choose a plan that fits your needs
Research Desk - Basic
3,000£Every year£2500+VAT/year - Give your team access to the Discovery Desk. 50 Committee Note Builder reviews per firm, per annual subscription period
Research Desk - Standard
6,480£Every year£5,400+VAT/year - Give your team access to the Discovery Desk. 120 Committee Note Builder reviews per firm, per annual subscription period
Research Desk - Ultimate
11,520£Every year£9,600+VAT/year - Give your team access to the Discovery Desk. 240 Committee Note Builder reviews per firm, per annual subscription period
Not sure which plan fits? Choose based on your expected annual number of fund reviews. If your research activity is likely to exceed 240 reviews a year, contact Infundly to discuss a bespoke firm plan.
Frequently Asked Questions
What counts as one Committee Note?
One Committee Note is counted when a new Committee Note research case is successfully generated using the Committee Note Builder.
Uploading documents, downloading an output or experiencing a failed generation does not in itself use an additional Committee Note generation.
Are Committee Note allowances per user or per firm?
Allowances are per firm.
All approved users linked to the same firm share the annual Committee Note allowance attached to that firm's plan.
For example, a Standard Plan provides 120 Committee Notes across all approved users at the subscribing firm, not 120 reviews for each individual user.
How long does the Committee Note allowance last?
Each plan runs for a 12-month subscription period.
Your Committee Note allowance applies to that subscription year and resets when the annual plan renews.
Unused reviews do not roll forward into the next subscription period.
Can we see how many Committee Notes we have used?
Yes.
The Committee Note Builder will display your firm's current plan, Committee Notes used and Committee Notes remaining.
This is intended to help teams manage their annual research allowance.
How is Infundly Research different from broad fund coverage?
Infundly Research is selective by design. It prioritises depth, clarity and judgement rather than broad coverage or mechanical scoring.
How is Infundly Research different from broad fund coverage?
Infundly Research is selective by design. It prioritises depth, clarity and judgement rather than broad coverage or mechanical scoring.
What happens if we reach our annual limit?
Once the annual allowance has been used, new Committee Note reviews cannot be generated under the existing plan.
You can contact Infundly to discuss upgrading your plan or increasing your firm's allowance.
Can we upgrade during the year?
Yes.
A firm can move to a higher plan during its subscription period.
Where a plan is upgraded, Committee Notes already used during the current subscription period will continue to count towards the new higher allowance.
For example, if a firm has used 40 Committee Note reviews on the Basic Plan and upgrades to Standard, it would have 80 of the Standard Plan's 120 reviews remaining.
Can we downgrade our plan?
A downgrade would normally take effect from the next annual renewal date rather than reducing the allowance part-way through an existing subscription period.
This avoids disrupting research already undertaken during the current plan year.
What happens if a review fails?
A Committee Note should only count against your allowance once a Committee Note has been successfully generated.
Technical failures, processing errors or unsuccessful document runs should not consume a Committee Note review.
Can multiple colleagues use the Committee Note Builder?
Yes.
Plans are designed for firms rather than individual users. Additional users can be linked to the subscribing firm, subject to Infundly's professional-user approval process.
All approved users share the firm's Committee Note allowance.
Can we buy more reviews without changing plan?
Where appropriate, Infundly may offer a bespoke arrangement for firms whose usage exceeds the standard plan limits.
For firms expecting consistently higher usage, the Ultimate Plan or a bespoke arrangement is likely to be more suitable.
Is access to Infundly Research included?
Approved professional users can access Infundly's independent fund research separately from their Committee Note Builder allowance.
The Committee Note limits apply to use of the Committee Note Builder, not to reading Infundly research.
Does the Committee Note Builder provide investment advice?
No.
The Committee Note Builder is a research-structuring and due-diligence tool for professional investment decision-makers. It is designed to support, not replace, professional judgement.
Outputs are based on the material supplied and should be reviewed against the underlying evidence before use.
Can Infundly change the plan limits or features?
Infundly may update plan features, usage limits or service functionality from time to time.
Any material change affecting an active annual subscription would normally apply from the next renewal period unless otherwise agreed with the subscribing firm.