Operator
The product. One investor, the full agent.
$149/ mo
or $1,490/yr — two months off
- 5 entities
- 15 LP positions
- 10 connected accounts
- 1 owner + 2 collaborators
- Full agent — chase, calls, recon, compliance
Pricing
Operator to family office.
One price, no AUM.
You pay for the work, not a slice of your net worth — a flat price, like software. Try it free for 14 days, no credit card. And reading your accounts is part of every plan, never a separate charge.
Read-only by design. The agent does the work — you approve every move.
Monthly pricing shown. Switch to annual for roughly two months off.
Family Office
Multiple entities, a team, and a guest seat for your CPA.
$499/ mo
or $4,990/yr — two months off
- 25 entities
- Unlimited LP positions
- 30 connected accounts
- Roles & permissions
- CPA guest access
- Priority support
Concierge
The agent, plus a human on the review line.
$1,499Waitlist / design partners
Flat monthly · onboarded by our team
- Everything in Family Office
- Agent + human review
- Done-for-you onboarding
- Custom playbooks
Just this spring?
Don't need the full year.
Just need K-1 season handled.
Import your LP list. The agent chases every sponsor for you, keeps track of what has landed, and hands your CPA a clean package — so K-1 season stops taking over your spring. When you want the whole year run, it upgrades into Operator.
Seasonal
K-1 Autopilot
$299/ season
- Import your LP list
- We chase every K-1 on an escalation ladder
- Live board of what's landed vs. silent
- Your CPA gets a clean, complete package
The honest answers
No AUM. No surprises later.
Is account aggregation an extra charge?
No. Reading your accounts is part of the job, so it's in every plan — never a line item you find later. You connect your bank and brokerage accounts read-only, and the agent works from that feed. Nothing extra.
Can the agent move money?
Never. Telona is read-only by design. It does the work around every money move — capital calls, distributions, reconciliations — then hands you one card to approve. Changed wire details are always hard-flagged. Nothing moves until you say so.
Is there a trial?
Yes — 14 days, no credit card. Connect your accounts read-only and let the agent get to work. You pay only when you decide it's worth keeping.
How much do I save on annual?
About two months, either way. Operator is $1,490/yr instead of $1,788, and Family Office is $4,990/yr instead of $5,988. Switch billing period whenever you like.
Start with a 14-day trial. No card.
Connect your accounts read-only and hand the back office to the agent. From $149/mo, or $299 for a single K-1 season.