Legal

Terms of Use

Last updated: February 28, 2024

1. Agreement

By accessing the Dealboard website and our mobile applications (collectively, the “Platform”), you agree to be bound by these Terms of Use and, where applicable, the relevant service agreement and all applicable legal provisions.

If you do not agree with this Term of Use, do not register, access, view, download or use in any way any of Dealboard’s page, content, information or services or the Platform.

In effect, Dealboard will consider the use of the services available in the Platform as acceptance of these Terms of Use.

This acceptance may be revoked at any time through one of our service channels indicated in Chapter 6 of this Term of Use. However, by revoking your consent, you understand that this may restrict, suspend or cancel some of the services offered by Dealboard, and that some services, rights and obligations may remain in force for specific purposes, as expressly provided in the contract. In any event, once Dealboard has received your request, your personal data will be deleted, unless the storage of such data is required by law.

2. Who we are and scope of services

The Dealboard platform is a technology solution developed by Dealboard. It consists of a suite of cloud-based software to disseminate information about the private markets sector, expand access to investments in this sector and facilitate the communication and integration among regulated and unregulated vendors engaged with offerings of securities of the private markets sector, registered before regulatory bodies, and final clients, generating better understanding and education about the private market industry as a whole. The use of the Platform only implies agreement with these Terms of Use.

To access and use the Platform, we may ask you to register with us on the form provided and such registration may require you to provide personally identifiable information such as your complete name, email address, telephone number, date of birth, nationality and passport number.

You hereby declare that the indication of your username, e-mail address, electronic password, token and/or your PIN — together or separately, whether generated by the Platform or a company specialized in instrument formalization services — represent your electronic signature and acknowledge its validity for contracting purposes.

You agree to provide true, accurate, current and complete information about yourself as prompted by the Platform’s registration form. If we have reasonable grounds to suspect that such information is untrue, inaccurate, or incomplete, we have the right to suspend or terminate your account and refuse any and all current or future use of the Platform. Our use of any personally identifiable information you provide to us as part of the registration process is governed by the terms of our Privacy Policy, as described in item 5 below.

The services described on the Platform are not offered to any individuals or entities in jurisdictions where the services described on this website would violate applicable laws or regulations, or where Dealboard would be subject to any registration or licensing requirements.

3. Disclaimers

The Platform is not an investment advisory service, Dealboard is not an investment adviser, and does not provide personalized financial advice or act as a financial advisor. The Platform exists for educational purposes only, and the technical materials, and other content available on the Platform are for informational purposes only and do not constitute financial, legal, tax, accounting, or any other type of recommendations. The information, Dealboard is not liable for any losses incurred through the use of this information.

The education and information presented herein is intended for a general audience and does not purport to be, nor should it be construed as, specific advice tailored to any individual. You are encouraged to discuss any opportunities with your attorney, accountant, financial professional or other advisor.

Although the Platform provides information, technical materials, and other content provided by third parties, Dealboard is not providing investment or financial product advisory services, nor recommendations regarding their profitability, liquidity, suitability, or risk.

Any decision to invest through the Platform should be based solely on your own consideration and analysis of the risks involving a particular investment opportunity and is made at your own risk. If you choose to use your account to complete a transaction, you agree that your use of the Platform will be self-directed and that you are solely responsible for transactions effectuated through the Platform.

Dealboard does not warrant, endorse, guarantee, or assume responsibility for any product or service advertised or offered by a third party through the Platform, and Dealboard will not be a party to or in any way be responsible for monitoring any transaction between you and third-party providers of products or services. You are solely responsible for all of your communications and interactions with other persons with whom you communicate or interact as a result of your use of the Platform.

If you leave this website via any link contained herein, you do so at their own risk. Dealboard does not verify, control, endorse, or guarantee the adequacy or accuracy of linked content. Dealboard is not responsible for damages, losses, or harm caused by any delays, defects, errors, or omissions that may exist in systems, services, information, or other content provided by links contained on this website.

The information contained in the Platform is based on sources and information reasonably believed to be accurate as of the time it was recorded or created. However, this material deals with topics that are constantly changing and are subject to ongoing changes related to technology and the market place as well as legal and related compliance issues. Therefore, the completeness and current accuracy of the materials cannot be guaranteed.

The end user of this information should therefore use the contents of the Platform and the materials as a general guideline and not as the ultimate source of current information and when appropriate the user should consult their own legal, accounting or other advisors.

The Platform is provided “as is” and “as available.” Your use of the Platform and its content shall be at your sole risk. The Platform and its content are provided “as is,” without any express or implied warranty of any kind, including warranties of merchantability, merchantable quality, legal effect, accuracy, appropriateness, completeness, non-infringement, or fitness for a particular purpose. Dealboard does not warrant that the Platform and its content are or will be error-free, will meet your requirements, or be timely or secure. You will be solely responsible for any damage resulting from the use of the Platform and its content.

4. User responsibilities

You must keep your registration information always updated so that we can provide our services in an adequate and uninterrupted manner. Periodically, we request that you update your registration.

You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. If you have reason to believe that your account is no longer secure (e.g., in the event of a loss, theft or unauthorized disclosure or use of your account identification and password), then you agree to immediately notify us. You may be liable for the losses incurred by us or others due to any unauthorized use of your account.

Dealboard is not responsible for the improper provision of personal information or the improper use of the functionalities of its Platform. In no event shall we be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to lost profits or data, arising from your use of the Platform or any content therein.

Proper use of all Internet resources, without exception, is your sole responsibility. Dealboard is not responsible for any inaccuracies or omissions, or for data transmission problems resulting in interruption, delay, cessation of transmission or other failure not expressly mentioned. Furthermore, Dealboard is not responsible for the content of other websites whose addresses are available on our website or even for the content of websites where our website address is available.

The information and documents available on the Platform shall be considered confidential information and you shall not use them for purposes other than those provided in this Terms and not to reveal them to third parties.

You agree that you will comply with all applicable laws, including, without limitation, privacy laws, intellectual property laws, AntiSpam laws, tax laws, and regulatory requirements. You also agree that you will use the Platform solely for your personal, non-commercial use and will not attempt to interfere with the operation of the Platform in any way.

5. Handling of personal data

The use of some features offered implies the need for the provision of personal data, which will be processed under the terms of our Privacy Policy, which you can consult through this link: Privacy Policy.

Dealboard adopts all technical and administrative security measures for the protection of personal data, in accordance with the applicable and current legislation.

For any questions regarding your personal data, as well as to exercise any of your rights as a personal data subject, please contact us through this channel: dpo@dealboard.com.

6. Duration and completion of services

The contents made available have an indefinite duration. However, Dealboard may unilaterally terminate, interrupt, or suspend the provision of the content or the website itself at any time and without notice, subject to the provisions of this document.

7. General arrangements

The Platform and all content included therein, including but not limited to text, graphics, logos, images, and software are the property of Dealboard or its licensors and are protected by intellectual property laws.

You may not modify, reproduce, distribute, transmit, publicly display or create derivative works of any portion of the Platform without our prior written consent.

Dealboard may change these Terms at any time by posting a revised version on the Platform. For this reason, you are advised to check back often for updates to these Terms of Use.

You state that all information you provide to Dealboard, if any, is truthful. You authorize Dealboard to contact you by any means, digital or physical, to send communications, including telephone, email, and mail, particularly regarding Dealboard’s services.

We are available to clarify any questions through the channels indicated in the Platform or by e-mail: ir@dealboard.com.

These Terms are governed in accordance with the laws of Delaware, US. All disputes arising from this Terms will be subject to the exclusive jurisdiction and venue of the courts located in New York, NY, to the exclusion of any other, however privileged it may be.