Perfolio

Straightforward pricing

Start free and keep your evidence forever. Upgrade when you want the AI to do more of the work.

Free

$0

Track your work and see the loop end to end.

200 AI units / month
Up to 15 rubric rows
Up to 5 sponsors tracked
3 packet exports per month (Markdown)
200 AI units per month
Manual capture, coverage rings, readiness score
Get Started

Plus

Most popular
$15/month
$180 billed yearly

The everyday tool for building your case as you work.

3,000 AI units / month
Everything in Free, plus:
Unlimited rubric rows and sponsors
Unlimited packet exports, including PDF
3,000 AI units per month
Scheduled background capture from your connected sources
Gap → action suggestions and 1:1 prep

Pro

Highest limits
$31/month
$372 billed yearly

For staff+ and managers running more than one ladder.

10,000 AI units / month
Everything in Plus, plus:
Multiple concurrent rubrics (IC and management tracks)
10,000 AI units per month
Search-grounded next-level rubric generation
Priority AI throughput
Full evidence and sponsor data export

An AI unit is one unit of model work. Logging a win costs 8 units; generating a full promotion packet costs 100. Unused units do not roll over, and your balance resets on the 1st.

How AI units work

Everything the AI does for you — reading a win you logged, drafting a packet, scanning a connected source — costs units. We meter in units rather than promising unlimited AI because the underlying model cost is real, and a plan that ignores it eventually gets withdrawn or repriced. This way the allowance is visible up front and the price stays put.

Unused units do not roll over. Your balance resets on the 1st of each month.
ActionUnits
Log a win and map it to your rubric8
Draft an endorsement request15
Suggest next actions for a gap25
Scan one connected source for new work25
Prepare for a 1:130
Transcribe a voice note40
Parse a pasted rubric50
Generate a promotion packet100
Build a next-level rubric from research150

For context, the Plus allowance of 3,000 units covers roughly thirty packets a month alongside daily capture — comfortably more than most people use. If you do run out, everything you have already captured stays readable and exportable; only new AI work pauses until the reset.

Questions

What happens to my data if I downgrade or cancel?
Nothing is deleted. Your evidence, sponsors, and rubric stay in your account and stay exportable. Paid features stop and the count limits on the free plan apply to anything new you add.
Do unused AI units roll over?
No. The allowance resets on the 1st of each month.
What if I run out mid-month?
Reading, editing, and exporting what you already have keeps working. Only new AI operations pause. Upgrading raises your allowance immediately rather than at the next billing date.
Can I switch between monthly and annual?
Yes, through the Stripe billing portal in Settings. Changes are prorated by Stripe.
Is my work visible to my employer?
No. Perfolio is an individual tool you sign up for yourself. Nothing is shared with anyone unless you explicitly export or send it.
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