Adding a New Project Mid-Year

How Billing Works

1. Platform Fee (Billed Once Per Year)

• Your first project with Clay sets your platform fee anniversary date.

• The platform fee is billed once per year, based on your total active units across all projects.

• The fee is tiered, so it increases or decreases depending on the total number of active units.

2. Project Fees (Per-Unit Contracts)

• Each project has its own 12-month contract for per-unit fees.

• These fees are billed annually, starting from the project’s launch date.

• Projects renew independently, even though the platform fee renews on its own cycle.

3. Adding a New Project Mid-Year

• When you add a new project, its per-unit fees begin immediately for a 12-month term.

• If the new project increases your total active units enough to move you into a higher platform tier, two things happen:
1. Credit: Clay credits back the unused portion of your lower-tier platform fee (from the date of the new project until your next renewal).
2. Adjustment: Clay invoices the prorated higher-tier fee for the same period.

• At your next platform renewal date, the platform fee resets at the correct tier for the upcoming year.

4. Example

• January 2025: You launch Project A with 400 units. Platform Fee = Tier 1 ($7,500).

• September 2025: You add Project B with 300 units, bringing your total to 700 units (Tier 2 = $10,000).
• Clay credits $2,500 (unused Tier 1 for Sept–Dec).
• Clay charges $3,333 (Tier 2 for Sept–Dec).
• Net adjustment = $833.
• Project B per-unit fees begin for 12 months (Sept 2025 – Sept 2026).

• January 2026: Platform Fee renews at Tier 2 ($10,000).

Key Takeaways

• Platform Fee: Always billed once per year on your anniversary date, adjusts based on total units.

• Project Fees: Each project has its own 12-month per-unit contract.

• Fair Adjustments: If your portfolio grows mid-year, Clay fairly credits unused lower-tier months and bills only the prorated difference.