Choose the plan that fits your workflow. Limited early bird pricing for first 20 customers.
The full Lotte experience
For investment teams
For larger teams
Need more than your plan's included hours? Purchase additional active assistance time as needed.
Build custom integrations or workflows specific to your firm's needs. One-time development fee.
White-glove onboarding and setup. Waived for Professional tier and above.
Active assistance is when Lotte is directly working on tasks—reading emails, drafting responses, scheduling meetings, researching companies. Passive monitoring (inbox checks, calendar reminders) doesn't count.
The $249/month rate is locked in for the first 20 customers and guaranteed for 12 months. After that, you'll have the option to renew at the then-current rate.
Team and Premium tiers are launching Q2 2026. Join the waitlist now to be notified when they're ready and get priority access.
Yes! Upgrade instantly when Team/Premium launch. Early bird customers keep their discounted rate unless they downgrade.
Yes! 14-day free trial with full Professional tier access. No credit card required.
You can export all your data anytime. After cancellation, we delete everything within 30 days (or immediately upon request).
Lotte