Terms of Use
Investor Relations Suite · Effective date: August 14, 2026 · Version 1.0
These Terms of Use ("Terms") are a binding agreement between you and Lily Jack Tech, LLC ("Lily Jack Tech," "we," "us") governing your access to and use of the Investor Relations Suite application, websites, and related services (collectively, the "Service"). By creating an account, checking the acceptance box at registration, or using the Service, you agree to these Terms. If you are accepting on behalf of an organization, you represent that you have authority to bind that organization, and "you" refers to that organization.
1. The Service
Investor Relations Suite is a software-as-a-service platform for managing fundraising campaigns, investor relationships, communications, research, and related workflows. We may improve, modify, or discontinue features over time.
2. Accounts and workspaces
You must provide accurate registration information and keep your credentials secure. You are responsible for all activity under your account. Workspace owners and administrators control membership, roles, and permissions within their workspace and are responsible for authorizing their users.
3. Your data
As between you and Lily Jack Tech, you own the data you and your users submit to the Service ("Customer Data"). You grant us a limited license to host, process, transmit, and display Customer Data solely to provide and support the Service. You are responsible for the accuracy and lawfulness of Customer Data, including having a lawful basis to store information about the individuals you track in the Service and honoring their do-not-contact requests. We process personal data as described in our Privacy Policy.
4. Acceptable use
You agree not to: (a) use the Service to violate law or third-party rights, including privacy, anti-spam (e.g., CAN-SPAM), and securities laws applicable to your fundraising activities; (b) upload malicious code or attempt to breach, probe, or overload the Service; (c) access another tenant's data or attempt to bypass access controls; (d) resell, sublicense, or provide the Service to third parties except to your authorized collaborators; (e) scrape or harvest data from the Service; or (f) use the Service to send unsolicited bulk communications.
5. Investor information; no investment advice
The Service organizes information that you and your team enter or connect. We do not verify investor information, and the Service, including any AI-assisted summaries or suggestions, does not constitute legal, financial, tax, or investment advice, nor a recommendation of any investor or investment. You are solely responsible for your fundraising decisions, communications, and compliance with applicable securities laws and regulations.
6. AI-assisted features
Some features generate drafts, summaries, or suggestions using artificial intelligence. AI output may be inaccurate or incomplete; it is provided for your review and editing, is clearly labeled where practical, and is not sent or applied without your action. You are responsible for content you approve or send.
7. Third-party services and integrations
If you connect third-party services (for example, a Microsoft 365 mailbox), your use of those services is governed by their terms, and you authorize us to access them on your behalf within the scopes you grant. You may disconnect integrations at any time. We are not responsible for third-party services.
8. Fees
Portions of the Service may require paid subscription plans. Pricing, billing terms, and renewal and cancellation mechanics will be presented at purchase. We may offer free, trial, or beta features, which are provided "as is" and may change or end at any time.
9. Intellectual property
The Service, including software, design, and content we provide (excluding Customer Data), is owned by Lily Jack Tech and its licensors and is protected by intellectual-property laws. We grant you a limited, non-exclusive, non-transferable right to use the Service during your subscription in accordance with these Terms. If you send us feedback, we may use it without restriction or obligation.
10. Confidentiality
Each party will protect the other's non-public information with reasonable care and use it only as needed to perform under these Terms. This obligation survives termination for three (3) years, and for Customer Data, for as long as we retain it.
11. Termination
You may stop using the Service and request account deletion at any time. Workspace owners may request workspace deletion. We may suspend or terminate access for material breach of these Terms, for legal risk, or upon discontinuation of the Service (with reasonable notice where practicable). Upon workspace deletion, Customer Data is scheduled for permanent deletion after a 30-day grace period, except as retained in routine backups (purged on their own schedule) or as required by law. Sections 3 (license ends), 5, 6, 9–15 survive termination.
12. Disclaimers
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE." TO THE MAXIMUM EXTENT PERMITTED BY LAW, LILY JACK TECH DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT, AND DOES NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE, OR THAT DATA WILL NOT BE LOST. YOU ARE RESPONSIBLE FOR MAINTAINING INDEPENDENT COPIES OF CRITICAL DATA.
13. Limitation of liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW: (A) NEITHER PARTY WILL BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, REVENUE, DATA, OR GOODWILL; AND (B) LILY JACK TECH'S TOTAL LIABILITY ARISING OUT OF OR RELATING TO THE SERVICE WILL NOT EXCEED THE AMOUNTS YOU PAID FOR THE SERVICE IN THE TWELVE (12) MONTHS BEFORE THE EVENT GIVING RISE TO LIABILITY (OR ONE HUNDRED U.S. DOLLARS IF YOU HAVE PAID NOTHING). THESE LIMITS DO NOT APPLY TO YOUR PAYMENT OBLIGATIONS, EITHER PARTY'S BREACH OF SECTION 10, OR LIABILITY THAT CANNOT BE LIMITED BY LAW.
14. Indemnification
You will defend and indemnify Lily Jack Tech against third-party claims arising from Customer Data, your fundraising activities and communications, or your breach of Sections 3–5, except to the extent caused by our breach of these Terms.
15. General
These Terms are governed by the laws of the State of Florida, without regard to conflict-of-laws rules, and disputes will be resolved in the state or federal courts located in Florida, whose jurisdiction both parties accept. We may update these Terms; material changes will be notified in the Service or by email, and continued use after the effective date constitutes acceptance. If any provision is unenforceable, the remainder stays in effect. These Terms plus the Privacy Policy are the entire agreement regarding the Service. The English-language version of these Terms controls; translations are provided for convenience.
Contact: Lily Jack Tech, LLC · legal@investorrelationssuite.com