Terms of service. In plain words.

Who this is between

These terms are between Capitaly and the company or fund that holds the account. If you accept them for an organisation, you are saying you may bind it.

What we provide

Capitaly sends and answers email on the inboxes you connect, and takes actions in the tools you connect it to, inside the limits you set.

It is an AI employee, not a person. It hands a conversation to you when it should, and it says it is AI when asked.

What you are responsible for

The inboxes, documents and tools you connect, and your right to connect them.

What you tell the agents they may say and do. You set the limits; we hold them.

The accuracy of the company information, metrics and documents you give investors.

Keeping your account credentials to the people who should have them.

What you must not do

Use Capitaly to mislead an investor, to contact people who have asked you not to, to send bulk unsolicited email, or to break securities or privacy law where you or they are.

Resell it as your own, work around your plan limits, or probe the service for weaknesses without asking us first.

Not financial advice

Capitaly helps you run a raise. It does not give legal, tax or investment advice, and it is not a broker, adviser or fundraising intermediary.

Money

A monthly subscription for your plan. Capitaly never holds or moves investment money.

Your data

Your emails, investors, documents and metrics are yours. We hold them to run the service for you and for no other purpose.

We do not train models on your data.

Stopping

You can stop at any time and we will export what we hold. We can stop serving an account that is breaking these terms, and we will tell you why.

The honest limits

Capitaly is software. It will sometimes get things wrong, and a provider we depend on will sometimes be down. Keep your approval on anything you cannot afford to get wrong.

We provide the service as it is, and our liability is limited to what you paid us in the twelve months before the problem. Nothing here removes a right you have under the consumer law that applies to you.

Changes and law

If we change these terms in a way that matters, we will tell account holders before it takes effect. These terms are governed by the law of [Governing jurisdiction].