Terms of Service

"Customer" means the entity that subscribes to the Service. "User" means an individual authorized by the Customer to access the Service. "Customer Data" means all data, including equity, compensation, and securities information, that the Customer or its Users submit to the Service. "Subscription" means the plan and term under which the Customer accesses the Service.

By creating an account, accessing, or using the Service, you represent that you are authorized to enter into these Terms on behalf of the Customer and that the Customer agrees to be bound by them. If you do not agree, you must not use the Service.

You must provide accurate, current, and complete information when registering and keep it up to date. You are responsible for safeguarding account credentials and for all activity under your account. You must notify us promptly of any unauthorized use. We support multi-factor authentication and strongly recommend enabling it.

Paid Subscriptions are billed in advance on the cycle selected (monthly or annual) and are non-refundable except as required by law. We offer a 30-day free trial of the Growth plan; at the end of a trial, the workspace becomes read-only until a plan is selected. We may change pricing on renewal with at least 30 days' notice. Taxes are your responsibility unless we are legally required to collect them.

You agree not to: (a) use the Service to violate any law or regulation; (b) attempt to gain unauthorized access to the Service or its related systems; (c) reverse engineer or circumvent security features; (d) upload malicious code; (e) resell or sublicense the Service without our written consent; or (f) use the Service to store data of another entity without authorization. We may suspend access for violations that threaten the security or integrity of the Service.

As between the parties, the Customer owns all Customer Data. You grant us a limited license to host, process, and transmit Customer Data solely to provide and support the Service. We do not sell Customer Data and do not use it to train machine-learning models. You are responsible for the accuracy and legality of Customer Data and for obtaining all necessary consents.

The Service, including all software, designs, and documentation, is and remains our exclusive property and is protected by intellectual-property laws. These Terms grant you a non-exclusive, non-transferable, revocable right to use the Service during the Subscription term. No rights are granted except as expressly stated.

The Service is a compliance-support tool. It is not legal, tax, accounting, or investment advice and is not a substitute for your counsel, tax advisor, payroll provider, auditor, or SEC-reporting advisors. Form 4 XML and tax schedules are generated for your and your advisors' review; you remain solely responsible for what is filed with the SEC or any other authority and for the accuracy of all filings.

You may cancel your Subscription at any time from Settings → Billing; access continues through the end of the current billing period. We may suspend or terminate the Service for material breach, non-payment, or as required by law. Upon termination you may export Customer Data for a reasonable period, after which we may delete it subject to our retention obligations (including a 7-year regulatory hold on certain records).

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED OR ERROR-FREE.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, NEITHER PARTY WILL BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS OR REVENUES. OUR TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THESE TERMS WILL NOT EXCEED THE AMOUNTS PAID BY THE CUSTOMER FOR THE SERVICE IN THE TWELVE MONTHS PRECEDING THE CLAIM.

You will indemnify and hold us harmless from claims, damages, and expenses (including reasonable legal fees) arising from your Customer Data, your use of the Service in violation of these Terms, or your violation of applicable law.

These Terms are governed by the laws of the State of Delaware, without regard to its conflict-of-laws rules. The parties consent to the exclusive jurisdiction of the state and federal courts located in Delaware.

We may update these Terms from time to time. Material changes will be communicated by email or in-product notice at least 30 days before they take effect. Continued use after the effective date constitutes acceptance.

Questions about these Terms? Contact founders@unfoldingvalues.com.