Terms of service

These terms are between Advisare, Inc. (“Advisare”, “we”) and you. By using advisare.ai or the platform at platform.advisare.ai, you accept them. If you use the platform on behalf of a firm, you accept them for that firm, and “you” means the firm.

If your firm has a signed order form or master agreement with us, that document governs wherever it conflicts with these terms.

Advisare is a system of record for private-market investment decisions: it ingests your deal documents into a permanent, source-linked knowledge base, scores deals against your rubric with deterministic engines, and renders memos and decks in your templates. Access is licensed per seat under your order form.

Sign-in uses one-time codes sent to your work email, so your email account is your key — keep it secure. You are responsible for the people you authorize under your firm’s organization and for what they do on the platform. Tell us promptly at info@advisare.ai if you suspect unauthorized access.

Your firm owns everything it uploads and everything the platform derives from it — the documents, the extracted fields, the scores, the memos. You grant us the license needed to host and process that content solely to provide the service.

You are responsible for having the rights to upload what you upload, including under any NDA or data-room terms that bind your firm. How we handle personal information is described in the privacy policy.

The platform is built so every finding traces to its source, and deterministic calculations return the same output from the same inputs. Even so, extraction and drafting use AI, and AI can be wrong. Outputs are working material for your judgment — verify anything you rely on against the linked source.

Advisare does not provide investment, legal, accounting, or tax advice. Investment decisions, and the outcomes of investment decisions, are yours.

Do not:

• Upload content you have no right to use, or anything unlawful.
• Attempt to access another firm’s data or probe the service’s security.
• Reverse engineer the platform or build a competing product from it.
• Resell access, share seats, or automate bulk extraction of the service.
• Use the service to violate anyone else’s rights, including data-room and registry terms.

If you connect SharePoint, Box, or a Microsoft account, you authorize us to read the scopes you grant — and only those. Public-registry data (SEC EDGAR, Companies House, SAM.gov, and similar) is provided by its sources and subject to their terms; we pass it through with provenance, not a warranty.

Platform fees are set in your order form: a fixed license, plus AI infrastructure metered and passed through at cost, itemized. Fees are exclusive of taxes, and unpaid invoices can lead to suspension after notice.

Each of us will protect the other’s confidential information with at least the care we use for our own, use it only to perform under these terms, and disclose it only to people who need it and are bound to protect it — or where the law requires disclosure, with notice to the other side when permitted.

Advisare owns the platform, its software, and everything about how it works — nothing in these terms transfers that. If you send us feedback, we can use it without obligation. We may reference your firm as a customer only with your written permission.

The marketing site is provided as is. The platform is provided with the commitments in your order form and no other warranties: to the maximum extent the law allows, we disclaim implied warranties of merchantability, fitness for a particular purpose, and non-infringement, and we do not warrant that the service will be uninterrupted or error-free.

Neither side is liable for indirect, incidental, special, consequential, or punitive damages, or for lost profits or lost data. Our total liability under these terms is capped at the fees your firm paid us in the twelve months before the claim — or one hundred dollars if you use only the free site. These limits do not apply where the law does not allow them.

Your order form sets the subscription term. We may suspend or terminate access for material breach that goes uncured after notice. On termination, your firm can request deletion of its organization and data as described in the privacy policy — and the memos and reports you exported remain yours.

These terms are governed by the laws of the State of Delaware, excluding its conflicts rules, and disputes belong in the state or federal courts of Delaware. If a provision is unenforceable, the rest stand. These terms plus your order form are the entire agreement.

If we change these terms materially, we will update the date at the top and note the change on this page; continued use after a change means the new version applies. Questions: info@advisare.ai.