TERMS AND CONDITIONS

1. Acceptance of Terms

These Terms and Conditions ("Terms") govern your access to and use of InvestorGrid, a software-as-a-service platform ("Service") operated by Soto Web Studios LLC, a Georgia limited liability company ("Company," "we," "us," or "our").

By accessing or using the Service, you agree to be bound by these Terms. If you do not agree, do not use the Service.

You represent that you are at least 18 years old and have authority to bind your organization.

2. Description of the Service

InvestorGrid is a B2B platform designed to help organizations identify, manage, score, and communicate with potential investors using automation, data enrichment, and AI-assisted tools.

The Service may include:

• Prospect ingestion (CSV uploads, third-party APIs)
• Data normalization and enrichment
• AI-generated scoring and analysis
• AI-assisted email drafting
• Email sending and reply tracking
• Pipeline and intent analysis

3. AI Disclaimer (IMPORTANT)

You acknowledge and agree that:

• AI outputs are not investment advice
• AI-generated insights, scores, or recommendations may be inaccurate, incomplete, or outdated
• You remain solely responsible for any decisions made using the Service

We disclaim all liability for actions taken based on AI-generated outputs, including but not limited to:

• Fit scores
• Email content
• Prospect classifications
• Enrichment results

4. Accounts & Access

• Accounts are created at the organization level
• You are responsible for maintaining the security of your credentials
• You may not share accounts across unrelated entities
• We may suspend or terminate access for violations of these Terms

5. Free Trials & Subscriptions

• Free trials last 7 days, unless stated otherwise
• Paid subscriptions are month-to-month
• Subscriptions auto-renew unless canceled
• Payments are processed exclusively via Stripe

Refunds

All fees are non-refundable unless required by law or explicitly approved by us in writing.

6. Pricing Changes

We reserve the right to modify pricing, features, or plan limits at any time. Changes will apply to future billing cycles after reasonable notice.

7. Outbound Communications & Compliance

7.1 Role of the Service

InvestorGrid is a software platform that provides contact discovery, research, scoring, and email enablement tools for business purposes. InvestorGrid does not act as the author, decision-maker, or compliance guarantor of communications between users and third parties.

7.2 User Responsibility for Outreach

Users are solely responsible for:

• The content of any communications they send
• Determining whether and how to contact any individual or organization
• Ensuring compliance with all applicable laws, regulations, and industry standards, including but not limited to email marketing and anti-spam laws

InvestorGrid does not provide legal advice and does not guarantee that any outreach conducted using the platform is compliant.

7.3 Email Communications

InvestorGrid may enable users to draft and send email communications. Users acknowledge and agree that:

• All emails are sent at the user's direction
• Users are the responsible party for honoring opt-out or unsubscribe requests
• InvestorGrid does not review, approve, or monitor email content for legal compliance

InvestorGrid does not represent or warrant that any contact is appropriate, permissible, or safe to email.

7.4 Opt-Out Handling

Users must promptly honor any opt-out, unsubscribe, or similar request received from a recipient. InvestorGrid may provide technical tools to assist with opt-out handling, but responsibility for compliance remains solely with the user.

Opt-out or unsubscribe requests apply to the specific communication channel used and do not prohibit contact through other channels, subject to applicable law and respectful use.

7.5 No Automated Outreach

InvestorGrid does not automatically enroll contacts into email campaigns or send automated follow-up messages without user action. Any communication initiated through the platform occurs only at the user's instruction.

7.6 Phone Numbers and Calling

InvestorGrid may display phone numbers or other contact details for informational purposes only. InvestorGrid does not initiate, enable, or facilitate phone calls or text messages.

Users are solely responsible for compliance with any laws governing phone calls or text messages if they choose to contact individuals outside the platform.

7.7 Do Not Call (DNC) Compliance

InvestorGrid does not scrub contact information against federal or state Do Not Call registries and does not represent that any phone number is compliant with calling or messaging regulations. Users are responsible for determining whether calling or texting a contact is permissible.

7.8 Data Accuracy Disclaimer

Contact information provided through InvestorGrid may be sourced from third-party providers or publicly available information and may be outdated, inaccurate, incomplete, or no longer associated with the individual.

InvestorGrid makes no representations or warranties regarding:

• The accuracy or current status of contact information
• Whether an individual is actively affiliated with a listed organization
• Whether an individual is alive, reachable, or responsive

Users are responsible for independently verifying contact details prior to outreach.

7.9 No Compliance Guarantees

InvestorGrid does not guarantee compliance with:

• Email marketing laws
• Privacy laws
• Anti-spam regulations
• Do Not Call requirements

Users acknowledge that compliance obligations depend on how the platform is used and accept full responsibility for their outreach activities.

7.10 No Endorsement or Relationship

InvestorGrid does not endorse, verify, or confirm any investor, contact, or organization listed on the platform and does not guarantee that any outreach will result in a response, relationship, or transaction.

8. Data Sources & Enrichment

InvestorGrid may integrate with third-party data providers (e.g., Apollo) and user-uploaded data.

By using the Service, you grant us permission to:

• Normalize, enrich, score, and transform uploaded data
• Store derived and processed versions of that data
• Display analysis results within the platform

We do not guarantee accuracy of third-party data.

9. Ownership & Intellectual Property

Your Data

• You retain ownership of data you upload
• You grant us a license to process that data solely to operate the Service

Platform & Outputs

• The Service, software, and models are owned by Soto Web Studios LLC
• AI-generated outputs and system-derived data are owned by the Company
• We may use anonymized and aggregated data to improve the platform

10. Prohibited Uses

You may not:

• Send spam or unlawful communications
• Scrape, resell, or redistribute platform data
• Reverse engineer or attempt to extract models or logic
• Use the Service for unlawful or deceptive purposes

11. Suspension & Termination

We may suspend or terminate accounts:

• For Terms violations
• For abuse, misuse, or harm to the platform
• Without refund in cases of violation

12. Data Retention

• Accounts cannot currently self-delete
• Subscription cancellation stops billing but does not delete stored data
• Data may be retained indefinitely unless deletion is requested
• We reserve the right to retain backups for operational and legal reasons

13. Disclaimers

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE."

WE DISCLAIM ALL WARRANTIES, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

14. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, OUR TOTAL LIABILITY SHALL NOT EXCEED THE AMOUNT PAID BY YOU IN THE LAST 3 MONTHS.

WE ARE NOT LIABLE FOR:

• LOST PROFITS
• LOST DATA
• BUSINESS INTERRUPTION
• INVESTMENT LOSSES

16. Governing Law & Disputes

These Terms are governed by the laws of the State of Georgia, without regard to conflict-of-law principles.

Any dispute shall be resolved by binding arbitration in Georgia, and you waive any right to participate in a class action.

16. Contact