Last Updated: April 8, 2025
Welcome to DealSage, an AI-powered web-based platform operated by DealSage LLC ("Company," "we," "us," or "our"). These Terms of Service ("Terms") govern your access to and use of the DealSage website, platform, services, and related content (collectively, the "Services").
By accessing or using the Services, you agree to be bound by these Terms. If you do not agree, you may not use the Services.
1. Who Can Use DealSage
The Services are intended solely for users who are 18 years of age or older and are accessing the Services for professional or internal business purposes. By using the Services, you represent and warrant that you meet these requirements.
2. Description of Services
DealSage is a web-based software platform that enables searchers, search funds, independent sponsors, and other financial professionals to:
Upload and track acquisition opportunities;
Analyze businesses using AI-powered tools;
Generate diligence questions and other deal-related insights;
Build financial models and deal structures;
Automatically generate deal documents (e.g., LOIs, IOIs);
Organize deal-related data.
All outputs and content generated by the platform are informational only and should be independently verified. DealSage is not a financial advisor, legal advisor, or tax advisor.
3. Account Registration
You may be required to register for an account to access certain features. You agree to provide accurate, current, and complete information and to keep it updated. You are responsible for safeguarding your password and account access.
4. Subscription Terms and Payments
Subscriptions are billed monthly via Stripe
No refunds are provided. You may cancel your subscription at any time, and cancellation will take effect at the end of your current billing cycle.
5. Use of Services and Restrictions
You agree to use the Services only for lawful, professional purposes. You may not:
Use the Services to develop or compete with DealSage;
Upload malicious code or interfere with the platform;
Reverse engineer, decompile, or scrape the platform;
Share login credentials or resell access to the Services.
6. Intellectual Property
All content on DealSage - including software, text, models, and generated outputs - is owned by or licensed to DealSage and protected by intellectual property laws. You may use outputs solely for your internal business purposes. You may not redistribute, republish, or sell any portion of the platform without prior written permission.
7. Confidential Information
DealSage users may upload confidential business documents, including CIMs, financial statements, and internal notes. We respect the confidentiality of these materials:
We do not use user-uploaded content to train any AI models.
We do not claim ownership over user-uploaded content.
We may store and process uploaded content solely to provide you with the Services.
Please see our Privacy Policy for more details.
8. Disclaimer
The Services are provided "as-is" without warranties of any kind. We make no guarantees about the accuracy, completeness, or fitness for any particular purpose of the outputs generated. Users are solely responsible for evaluating and verifying all results.
DealSage is not a financial advisor, and no information provided through the platform constitutes financial, legal, or tax advice.
9. Limitation of Liability
To the maximum extent permitted by law, DealSage and its officers, affiliates, and licensors shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits, data, or goodwill.
10. Indemnification
You agree to indemnify and hold harmless DealSage and its affiliates from any claims, damages, liabilities, and costs arising from your use of the Services, your content, or your violation of these Terms.
11. Modifications and Termination
We may update or change these Terms at any time, with notice by posting a revised version on the site. Continued use of the Services after such changes constitutes your acceptance.
We may suspend or terminate your access to the Services for violation of these Terms or for any reason at our sole discretion.
12. Governing Law and Dispute Resolution
These Terms are governed by the laws of the State of California. Any disputes shall be resolved through binding arbitration in Los Angeles County, California, under the rules of the American Arbitration Association (AAA). You waive your right to a jury trial and to participate in class actions.
13. Contact Us
For any questions or concerns regarding these Terms or the Services:
DealSage LLC
1601 N. Sepulveda Blvd. #534
Manhattan Beach, CA, 90266
Email: info@dealsage.io
Phone: +1 917-655-6857
Please review our Privacy Policy to understand how we collect, use, and protect your data.