Terms of Service

1. Agreement to Terms

These Terms of Service ("Terms") constitute a legally binding agreement between you and SeriesOS ("Company," "we," "us," or "our"). By accessing or using seriosos.com and the SeriesOS platform and services (collectively, the "Services"), you agree to be bound by these Terms.

If you do not agree to these Terms, do not use our Services. If you are using the Services on behalf of a company or organization, you represent that you have the authority to bind that entity to these Terms.

2. Description of Services

SeriesOS is an AI-powered capital readiness platform that helps founders prepare for fundraising, grant applications, enterprise sales, government contracting, and other business milestones. Our Services include:

• Investor discovery and match scoring
• Fundraising pipeline CRM
• AI-generated investor outreach and email tools
• Grant and accelerator database and application assistance
• Data Room document management
• Equity snapshot and cap table tools
• Readiness scoring across multiple business portals
• SMS and email communications (with consent)

SeriesOS is an early access product. Features, availability, and pricing are subject to change.

3. Accounts & Eligibility

You must be at least 18 years old to use our Services. You agree to provide accurate, complete, and current information when creating your account. You are responsible for maintaining the confidentiality of your account credentials and for all activity that occurs under your account.

You agree to notify us immediately at tyara@seriesos.com if you suspect unauthorized access to your account.

4. SMS / Text Message Terms

5. Subscriptions & Payment

Some features of SeriesOS require a paid subscription. By subscribing, you authorize us to charge the applicable fees to your payment method on a recurring basis.

• All payments are processed securely through Stripe
• Subscriptions automatically renew unless cancelled before the renewal date
• We reserve the right to change pricing with reasonable advance notice
• Fees are non-refundable except as required by applicable law or as otherwise stated at the time of purchase

To cancel your subscription or dispute a charge, contact us at tyara@seriesos.com.

6. Acceptable Use

You agree to use the Services only for lawful purposes and in accordance with these Terms. You agree not to:

• Use the Services to send unsolicited commercial messages (spam) or harass any person
• Use investor contact data to violate the CAN-SPAM Act, TCPA, or any other applicable law
• Attempt to gain unauthorized access to any part of the Services
• Reverse engineer, decompile, or disassemble any part of the platform
• Use automated tools (scrapers, bots) to extract data without our written consent
• Upload malicious code, viruses, or harmful content
• Use the Services to impersonate another person or entity
• Violate any applicable local, state, national, or international law or regulation
• Share access credentials or allow unauthorized users to access your account

Violation of these terms may result in immediate suspension or termination of your account without refund.

7. Investor & Grant Data

The investor, grant, and accelerator databases within SeriesOS are provided for informational purposes. We make reasonable efforts to maintain accuracy, but we do not guarantee the completeness, currency, or accuracy of third-party data. The Investor Fit Score™ and Raise Ready Score™ are analytical tools, not financial advice. Always conduct independent due diligence before making financial or business decisions.

8. AI-Generated Content

SeriesOS uses artificial intelligence (Anthropic Claude and OpenAI GPT-4o) to generate content including investor emails, grant application drafts, and company narratives. You are solely responsible for reviewing, editing, and approving any AI-generated content before sending or submitting it. SeriesOS is not responsible for the accuracy, completeness, or legal compliance of AI-generated content.

9. Intellectual Property

SeriesOS and its licensors own all intellectual property rights in the Services, including but not limited to the platform, algorithms, design, trademarks (SeriesOS, Raise Ready Score™, Investor Fit Score™), and technology. Patent applications are pending.

You retain ownership of the content you upload to SeriesOS (company profile, documents, data). By uploading content, you grant SeriesOS a limited license to process and display that content as necessary to provide the Services.

10. Data Lock & Access Controls

Access to certain platform features — including investor contact information — is gated behind readiness milestones as determined by your Raise Ready Score™. This gating system (the "Data Lock") is a core feature of the platform designed to protect investor relationships and ensure outreach quality. SeriesOS reserves the right to modify gating thresholds at any time.

11. Disclaimers

THE SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. SERIESOS DOES NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS.

NOTHING IN THESE TERMS CONSTITUTES FINANCIAL, LEGAL, OR INVESTMENT ADVICE. INVESTOR SCORES AND READINESS METRICS ARE FOR INFORMATIONAL PURPOSES ONLY.

12. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, SERIESOS AND ITS OFFICERS, DIRECTORS, EMPLOYEES, AND AFFILIATES SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, OR GOODWILL, ARISING FROM YOUR USE OF OR INABILITY TO USE THE SERVICES.

OUR TOTAL LIABILITY TO YOU FOR ANY CLAIM ARISING FROM THESE TERMS OR THE SERVICES SHALL NOT EXCEED THE AMOUNT YOU PAID TO SERIESOS IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM.

13. Indemnification

You agree to indemnify, defend, and hold harmless SeriesOS and its officers, directors, employees, agents, and successors from any claims, damages, losses, liabilities, costs, and expenses (including attorneys' fees) arising from: (a) your use of the Services; (b) your violation of these Terms; (c) your violation of any third-party rights; or (d) any content you submit through the Services.

14. Termination

We may suspend or terminate your access to the Services at any time, with or without cause, with or without notice. You may terminate your account at any time by contacting tyara@seriesos.com. Upon termination, your right to access the Services ceases immediately. Provisions that by nature should survive termination shall survive, including Sections 9, 11, 12, and 13.

15. Governing Law & Dispute Resolution

These Terms shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflict of law provisions. Any dispute arising from these Terms or the Services shall be resolved through binding arbitration in Orange County, California, under the rules of the American Arbitration Association, except that either party may seek injunctive relief in court for intellectual property disputes.

16. Changes to These Terms

We may update these Terms at any time. We will post the revised Terms on our website with an updated effective date. Your continued use of the Services after the effective date constitutes your acceptance of the revised Terms. If you do not agree to the revised Terms, you must stop using the Services.

17. Miscellaneous

These Terms, together with our Privacy Policy, constitute the entire agreement between you and SeriesOS regarding the Services. If any provision of these Terms is found invalid or unenforceable, the remaining provisions will remain in full force. Our failure to enforce any right or provision shall not constitute a waiver of that right.