Membership
Membership is annual, invitation-only, and priced by the role you hold in the market. You pay your highest tier — never more.
Private cohort · invitation only
50 of 50 Founding spots remain
Filling the inaugural cohort by invitation. Founding members lock in charter pricing for life.
0 of 50 Founding 50 spots have been filled.Two trust layers
Layer 1 · Every tier
Mandate-match algorithm
Six pillars — scope, capital, time and risk, governance, counterparty, values — weighted by your personal mandate. Every tier gets the full algorithm; tiers differ in volume and concierge access, never match quality.
Layer 2 · Sovereign
Dedicated concierge
A human relationship layer alongside the score, not on top of it. The concierge tells you whom she's personally worked with and brokers the warm intro herself.
Individual
For Angels and Next Gen principals
Next Gen
For next-generation principals learning the platform under family supervision.
Founding 50 charter rate
List: $2,400/yr
Charter members: free for first 12 months
- Six-pillar mandate-match algorithm
- Curated deal flow appropriate for early-career capital
- Family seat: shadow parent’s view when linked
- Promotion to Angel tier when standalone capital flows
Angel
For individual investors deploying personal capital with conviction.
Founding 50 charter rate
List: $6,000/yr
- Unlimited mandate-matched candidates
- Direct introduction requests
- Quarterly sector intelligence reports
- Email deal alerts on your mandate
- Personal pillar weights and mandate analytics
Institutional
For Family Offices, Foundations, and DAFs
Foundation / DAF
For Family Foundations and Donor-Advised Funds running impact-aligned capital.
Founding 50 charter rate
List: $18,000/yr
Charter members: free for first 12 months
- Unlimited mandate-matched candidates
- Impact-aligned filtering and themes
- Cross-foundation introductions
- Bespoke charitable-investment briefings
- Direct introductions to operators and funds
Family Office
For Family Offices managing multi-generational capital across mandates.
Founding 50 charter rate
List: $40,000/yr + $10,000 one-time initiation
Charter members: free for first 12 months
- Unlimited mandate-matched candidates
- Two included seats (principal + CIO typical)
- Off-Market mode — private profile
- Exclusive deal-flow invitations
- Dedicated onboarding support
- Annual summit invitation
Sovereign
White-glove service for principals who expect more — paired with a credentialed family-office practitioner.
Founding 50 charter rate
List: $96,000/yr + $15,000 one-time initiation
Charter members: free for first 12 months
- Everything in Family Office
- Dedicated human relationship manager
- Bespoke portfolio intelligence
- First-look on the most exclusive deal flow
- Off-Market mode — private profile
- Personal vetting by Chelsea’s network
Multi-role members. If you hold more than one role (e.g. an FO principal who also writes Angel checks), you pay only the highest tier you qualify for and your access spans every role.
Next Gen seats. Next Gens linked to a parent Family Office, Foundation, or DAF account are free seats under the parent — no separate billing. The Next Gen tier above applies only to standalone Next-Gen members without a linked parent.
All memberships are billed annually in USD. Pricing shown excludes applicable taxes. Membership is subject to vetting and approval. Contact us for custom enterprise arrangements.