As an Investor and Portfolio client, we have two ways that you can subscribe to a plan on our platform which are Client Subscription(by Investor) and Subscription(by Client).
If you are a client and you want to subscribe to a plan on your Diligentsia account, follow the below steps.
Step 1: On your company index, click subscribe, select plan of your choice, enter card details and make payment
Step 1: On your company index, click subscribe, select plan of your choice, enter card details and make payment
Select plan of your choice. For a more detailed comparison and features of Diligentsia Plans, click here.
Enter card details and make payment or if you have a discount code, you can use your promo code for discount. Click on "Buy Now" or "Proceed" to activate your plan. If you want to become a discount code, you can click here to schedule a meeting with the CEO.
Step 2: Plan is active on Company Dashboard, Company Index and Client Index.
Step 2: Plan is active on Company Dashboard, Company Index and Client Index.
Company Index.
Portfolio Index.
Company Dashboard.
FAQs
Q I want to upgrade from Free to an higher plan, how do i?
To upgrade from the Free plan to a higher plan, follow the below steps.
Step 1: Click on upgrade from your Company Index, select plan you wish to upgrade to and make payment
Step 1: Click on upgrade from your Company Index, select plan you wish to upgrade to and make payment
Enter card details and make payment or if you are a development partner, you can use your promo code for discount. Click on "Use my Discount Code" to activate your plan. If you want to become a development partner, you can click here to schedule a meeting with the CEO.
Step 2: You are then taken to your new plan's dashboard. The plan you subscribed to reflects on your Company Index and your Investor's Portfolio Index.
Step 2: You are then taken to your new plan's dashboard. The plan you subscribed to reflects on your Company Index and your Investor's Portfolio Index.
Company Dashboard.
Company Index.
Investor Portfolio Index.
Q Can i upgrade from the Free plan directly to the Pro plan?
Yes. You don't need to purchase the Lite plan before you upgrade to the Pro plan. You can upgrade directly to the Pro plan from the free plan.
Q: Can I cancel my subscription at any time?
Contact support@diligentsia.co.uk for requests like this.
Q: Can i get a free trial? I've not really understood what your company does.
There is a free plan that gives you access to a core workspace. This shows you the potential of how Diligentsia can give you due diligence.
Q: What happens to my data after canceling a subscription?
Your data would be securely deleted from our platform. No one else has access.
Q: Can I downgrade my subscription?
No, you can't downgrade your subscription. You can contact support@diligentsia.co.uk for more info.
Q: Will I be refunded for unused portions if I cancel?
No you won't be refunded for unused portions if you cancel.
Q: Do I need to reauthorize my advisors after upgrading a plan?
No, you don't need to reauthorize your advisors after upgrading a plan. You all be upgraded to your new dashboard(i.e From Lite to Pro) after payment has been made.
Q: Are there discounts for long-term subscriptions?
Yes, Diligentsia offers discounts for long-term subscriptions. When you opt for an annual subscription, you can benefit from reduced costs compared to monthly payments. For specific discount rates and details, please contact our sales team at sales@diligentsia.co.uk or use the chat feature on our website to inquire further.
Q: Can I get a receipt for my subscription?
Yes you can get a receipt for your subscription. Our payments services are provided by Stripe (www.stripe.com).
Q: Can a subscription be paused temporarily?
No, your subscription can't be paused temporarily. You can contact support@diligentsia.co.uk for more info.
Q: Is there support for clients having issues with subscription?
Yes, clients can contact customer support for any subscription-related queries.
Q: Do you store my credit card information?
No – our payments services are provided by Stripe (www.stripe.com). We do not store your credit card information on our platform.
Troubleshooting
Q: What should I do if I can’t see the “Subscribe” button on my Company Index?
A: Ensure you are logged into the correct account and have the appropriate permissions. If the issue persists, contact Diligentsia support for assistance.
Q: Why is my payment not being processed when subscribing to a plan?
A: Verify that your card details are correct and that your card is authorized for online transactions. If the issue continues, check with your bank or contact support.
Q: How do I know if my plan subscription was successful?
A: Once the payment is processed, your new plan will reflect on your Company Dashboard, Company Index, and Investor Portfolio Index. You will also receive a confirmation email.
Q: Can I subscribe multiple portfolio companies to plans simultaneously?
A: No, each portfolio company must be subscribed individually. Use the “Subscribe” button for each company on the Company Index.
Q: What should I do if I accidentally subscribe to the wrong plan?
A: Contact Diligentsia support immediately to rectify the situation. Refunds or changes may depend on the terms of your subscription.
Q: Why isn’t my new plan reflecting on the Portfolio Index after upgrading?
A: Log out and log back in to refresh the system. If the plan still doesn’t appear, contact support for assistance.
Q: How can I update my payment method for an active subscription?
A: We don't store your credit card details at Diligentsia.
Q: What happens if my payment fails during subscription renewal?
A: Diligentsia will notify you of the failed payment. Update your payment details or retry the payment to avoid service interruptions.
Q: Can I transfer a subscription to another portfolio company?
A: No, subscriptions are tied to specific companies and cannot be transferred. You will need to create a new subscription for the other company.
Q: How can I verify the features included in my current plan?
A: Visit your Company Dashboard, modules that you have access to wouldn't be greyed out.
Q: What should I do if my subscription is not activating after payment?
A: Ensure that the payment was successfully processed. If the issue persists, contact Diligentsia support for troubleshooting.
Q: Are there additional charges for upgrading during a billing cycle?
A: Yes, upgrades are prorated based on the remaining time in your current billing cycle. The difference will be charged at the time of upgrade.
Q: Can I use different payment methods for different portfolio company subscriptions?
A: Yes, you can enter different payment methods when subscribing to individual portfolio companies.
Q: How can I track my subscription history?
A: Subscription history and current plan you're on is available in your company settings.
Q: What should I do if I don’t receive a receipt after subscribing?
A: Check your spam or junk email folder. If you still don’t find the receipt, contact support to request a copy.
Q: Is there an automatic renewal option for subscriptions?
A: Yes, subscriptions are automatically renewed unless canceled before the renewal date.
Q: Can I downgrade to a Free plan after subscribing to a paid plan?
A: No, downgrading to a Free plan is not possible. You can cancel your subscription but will lose access to premium features.
Q: How can I ensure uninterrupted service when upgrading or renewing?
A: Ensure your payment method is valid and has sufficient funds. Complete any upgrades or renewals before the current plan expires.
Q: What happens if I miss the renewal date for my subscription?
A: If a subscription is not renewed, access to premium features will be suspended. Reactivate your subscription to restore access.