Terms of service

SERIESOS TERMS OF SERVICE

Effective Date: June 17, 2026

1. Acceptance of Terms

Welcome to SeriesOS.

These Terms of Service ("Terms") govern your access to and use of the SeriesOS platform, websites, applications, assessments, data rooms, reports, content, tools, and related services (collectively, the "Services").

By accessing or using the Services, you agree to be bound by these Terms.

If you do not agree to these Terms, do not use the Services.

2. Description of Services

SeriesOS provides founder readiness, investor readiness, business assessment, compliance guidance, educational resources, business intelligence tools, AI-assisted recommendations, and related services.

SeriesOS may also facilitate connections between founders, investors, lenders, grant opportunities, strategic partners, service providers, and other business resources.

SeriesOS is not a broker-dealer, investment adviser, attorney, accounting firm, bank, lender, venture capital fund, or grant-making organization.

3. No Guarantee of Funding

SeriesOS does not guarantee:

  • Investment funding

  • Venture capital funding

  • Angel investment

  • Bank financing

  • SBA financing

  • Government grants

  • Government contracts

  • Business success

  • Revenue generation

  • Business growth

Any readiness score, recommendation, report, assessment, or platform output is informational only.

Past results do not guarantee future outcomes.

4. AI-Generated Content and Recommendations

SeriesOS may utilize artificial intelligence, machine learning, automation systems, and algorithmic models.

Outputs generated by these systems may include:

  • Readiness assessments

  • Recommendations

  • Reports

  • Scores

  • Summaries

  • Strategic suggestions

Users acknowledge that automated outputs may contain inaccuracies, omissions, errors, or outdated information.

Users are solely responsible for evaluating and validating all recommendations before relying upon them.

5. User Accounts

Users are responsible for:

  • Maintaining account security

  • Maintaining password confidentiality

  • Restricting unauthorized access

  • Ensuring information submitted is accurate

Users are responsible for all activities occurring under their accounts.

6. Founder Content

Users retain ownership of materials uploaded to SeriesOS, including:

  • Pitch decks

  • Business plans

  • Financial projections

  • Compliance documents

  • Investor materials

  • Data room content

By uploading content, users grant SeriesOS a limited license to host, store, process, analyze, display, and transmit such content solely for operating and improving the Services.

7. Data Rooms and Investor Access

SeriesOS may provide founders with the ability to share information with investors, lenders, grant reviewers, advisors, and other authorized parties.

Founders are solely responsible for determining which information they choose to disclose.

SeriesOS does not guarantee confidentiality after a founder intentionally shares information with a third party.

SeriesOS is not responsible for actions taken by investors or other third parties who receive information through founder-authorized sharing.

8. Prohibited Activities

Users may not:

  • Violate applicable laws

  • Upload fraudulent information

  • Upload malicious code

  • Attempt unauthorized access

  • Interfere with platform operations

  • Impersonate another individual or entity

  • Use the Services for unlawful activities

SeriesOS may suspend or terminate accounts that violate these Terms.

9. Intellectual Property

SeriesOS, its software, branding, trademarks, content, reports, readiness methodologies, scoring systems, workflows, and platform functionality are owned by SeriesOS or its licensors.

Users may not copy, reproduce, distribute, reverse engineer, or exploit SeriesOS intellectual property without written permission.

10. Third-Party Services

SeriesOS may integrate with third-party services including hosting providers, payment processors, analytics providers, communication tools, and business platforms.

SeriesOS is not responsible for third-party products, services, content, security practices, or availability.

11. Disclaimer of Warranties

The Services are provided on an "as is" and "as available" basis.

SeriesOS makes no representations or warranties regarding:

  • Accuracy

  • Reliability

  • Completeness

  • Availability

  • Fitness for a particular purpose

  • Funding outcomes

  • Business outcomes

To the fullest extent permitted by law, all warranties are disclaimed.

12. Limitation of Liability

To the maximum extent permitted by law, SeriesOS, its affiliates, officers, directors, employees, contractors, and partners shall not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages arising from the use of the Services.

SeriesOS's total liability for any claim shall not exceed the amount paid by the user to SeriesOS during the twelve (12) months preceding the claim.

13. Indemnification

Users agree to defend, indemnify, and hold harmless SeriesOS and its affiliates from claims, liabilities, damages, losses, and expenses arising from:

  • User content

  • Violations of these Terms

  • Violations of law

  • Misuse of the Services

14. Termination

SeriesOS may suspend or terminate access to the Services at any time for violations of these Terms or to protect the security and integrity of the platform.

15. Governing Law

These Terms shall be governed by the laws of the State of California, without regard to conflict of law principles.

Any disputes shall be resolved in the state or federal courts located in California.

16. Changes to These Terms

SeriesOS may modify these Terms from time to time.

Updated versions will be posted with a revised effective date.

Continued use of the Services constitutes acceptance of any updated Terms.

17. Contact Information

Questions regarding these Terms may be directed to:

support@seriesos.com

Privacy-related requests should be directed to:

privacy@seriesos.com