Pricing

Priced against the carrying cost you already pay.

Flat monthly pricing on annual agreements. No per-barrel fees, no commissions, no charge on what you sell. A 500-barrel inventory typically carries more than $5,000 a month in storage, insurance, tax and cost of capital. CaskEquity costs a fraction of that.

CaskEquity

Barrel inventory, warehouse receipts, carrying-cost engine and access roles

$895/ month

$1,995 one-time onboarding. Annual agreement.

  • Barrel ledger of record with import from Whiskey Systems, Distill X5 or spreadsheet
  • Title and custody document vault
  • Carrying-cost engine with hold vs. sell analysis
  • Warehouse receipts attached to every barrel
  • Role-based access, unlimited users
  • Reports and statements (PDF, CSV)
Request a demo

Full suite

CaskEquity, DepletionIQ and the online sales module

$2,095/ month

$1,995 one-time onboarding. Annual agreement.

  • Everything in CaskEquity + DepletionIQ
  • Online sales module for direct-to-consumer and club orders
  • Unified customer records across barrels, bottles and orders
  • Quarterly review with our team
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Brokers and investor groups: pricing for multi-owner books and member access is quoted on the size of the book. Tell us about yours and we will send a number the same week. Onboarding covers data import, reconciliation, role setup and training.

Put it next to the rickhouse bill

What CaskEquity costs versus what holding costs

Inventory sizeEst. annual carrying cost*CaskEquity, annualShare of carry
250 barrels$27,000$15,00056%
500 barrels$54,000$15,00028%
1,000 barrels$108,000$15,00014%
2,500 barrels$270,000$15,0006%

*Illustrative. Assumes $800 per barrel, $40 per barrel per year storage, 0.5% insurance, no barrel tax and 8% for money tied up. Change every assumption on the carrying-cost calculator. Selling even a small lot a year earlier than planned usually covers the subscription on its own.

Pricing questions

The fine print, in plain language

Is there a per-barrel or per-transaction fee?

No. Pricing is flat per month regardless of barrel count, users or how many barrels change hands. We are software, not a marketplace, and we do not take a commission.

What does onboarding include?

Data import from Whiskey Systems, Distill X5 or spreadsheets, reconciliation of counts with your team, document upload, role configuration and live training. Most distilleries are live within a few weeks of kickoff.

Why annual agreements?

Onboarding is real work on both sides and the value shows up over aging cycles, not weeks. Annual terms let us price onboarding fairly and commit a named contact to your account.

Can I start with CaskEquity and add DepletionIQ later?

Yes. Adding a module mid-term prorates the difference and the onboarding for that module.

Do you offer a trial?

We offer a working demo loaded with a sample of your own inventory, which is more useful than an empty trial. Request one here.

Ready to see it with your numbers?

Send a sample export and we will have it loaded before the call.