Terms of Service

Provider: Financesaur LLC, 8 The Green Suite B, Dover, DE 19901, United States

Last Updated: September 10, 2026

These Terms of Service (“Terms”) govern your access to and use of the services provided by Financesaur LLC (“Financesaur”, “we”, or “us”). By engaging our services, you agree to be bound by these Terms.

1. Description of Service

Financesaur provides an AI‑enabled research platform and related services that help professional users, such as investment bankers and M&A advisors, identify potential buyers and sellers and organize outreach (“Service”). The Service and any resulting data, reports, or materials (“Derived Outputs”) are for informational purposes only.

Financesaur does not process personal data of EU/UK residents. If you are based in the EU/UK, Financesaur is not responsible for any GDPR violations resulting from inaccurate client representations.

2. Client Eligibility and Responsibilities

You represent and warrant that you are authorized to act on behalf of your company or organization (“Client”) and to bind it to these Terms and any applicable SOW.
Client is responsible for providing accurate information required for the provision of the Service and for designating authorized representatives to communicate with Financesaur’s designated representative.

3. Access to Service; Acceptable Use

3.1 Access to the Service

Subject to the Client’s compliance with these Terms and any applicable Statement of Work (SOW), Financesaur grants the Client a non‑exclusive, non‑transferable right to access the Service. Client represents and warrants that it has all necessary rights and licenses to provide any data, documents (including investment memorandums), or other materials to Financesaur for use in connection with the Service.

3.2 Definition – Derived Outputs

“Derived Outputs” means any lists, rankings, buyer‑target analyses, seller‑target analysis, valuation models, outreach drafts, reports, or any other data, text, visual material or AI‑generated content that Financesaur’s platform produces as a direct result of processing Client‑provided information (e.g., CIMs, Search Specifications, financial statements, etc.). The transformation must involve algorithmic processing, analytical reasoning, or creative synthesis such that the result is not a simple copy of the raw data.

3.3 Limited license to use Derived Outputs

Financesaur grants the Client a non‑exclusive, non‑transferable, worldwide license to:

use the Derived Outputs for the Client’s internal business purposes; and
communicate with, market to, or otherwise engage the identified buyers, sellers, or other counterparties that the Derived Outputs reference (including distribution of outreach drafts to those parties).

3.4 Client representation

The Client may also share the Derived Outputs with its affiliates, advisors, legal counsel, or any other third party that reasonably requires them to carry out the foregoing uses, provided such recipients are bound by confidentiality obligations no less protective than those set out in this Agreement.
The Client represents and warrants that all data, documents or other information uploaded to Financesaur’s platform does not breach any confidentiality, non‑disclosure or privacy obligations the Client owes to any third party.
Client agrees not to use the Service or its Derived Outputs in violation of any applicable laws, including anti‑spam regulations.

3.5 Financesaur Confidential Information

Financesaur’s underlying algorithms, model code, training data, methodology and any other proprietary technology (collectively, “Financesaur Confidential Information”) remain the exclusive property of Financesaur and are not transferred to the Client by virtue of this Agreement.

3.6 Survival

The obligations in Sections 3.4‑3.5 survive termination of the Services for three (3) years.

4. Client Data

You retain all rights to Client Data.
You grant Financesaur a limited, non‑exclusive license to process Client Data solely for providing the Service, subject to applicable data privacy laws.
Financesaur processes Client Data as a data processor under GDPR/CCPA where applicable and deletes all Client Data within 30 days of termination.
Financesaur may use de‑identified, aggregated telemetry data derived from the use of the Service for security, analytics, and service improvement.

5. Third‑Party Services

The Service may rely on or link to third‑party data sources, tools, or communications channels, including Open‑Source, as governed by such third‑parties.

6. Confidentiality & Mutual Non‑Disclosure

Mutual Obligations. Each Party (as "Receiving Party") agrees to protect the Confidential Information of the other Party (as "Disclosing Party") using at least the same degree of care it uses to protect its own confidential information, but in no event less than a reasonable standard of care.
Definition of Confidential Information. "Confidential Information" means any proprietary or confidential information disclosed by one Party to the other under these Terms.
- For Client, Confidential Information includes all Client Data (including uploaded documents, teasers, CIMs, financial statements, and target criteria). All files uploaded by Client to the Financesaur platform are automatically deemed Confidential Information of Client, without requiring any confidentiality markings or identification at the time of upload.
- For Financesaur, Confidential Information includes Financesaur's underlying algorithms, model code, training data, methodology, and proprietary technology (collectively, "Financesaur Confidential Information").
Exceptions. Confidential Information does not include information that: (i) is or becomes publicly available without breach of these Terms; (ii) was already known to the Receiving Party prior to disclosure; (iii) is received from a third party free of any confidentiality obligations; or (iv) was independently developed by the Receiving Party without reference to the Disclosing Party’s Confidential Information.
Limits on Use & Disclosure. The Receiving Party will: (i) use the Disclosing Party's Confidential Information solely to provide, use, or evaluate the Service; and (ii) restrict access to employees, contractors, or advisors who have a need to know and are bound by confidentiality obligations no less protective than these Terms.
Zero‑AI‑Training Guarantee. Financesaur shall not use any Client Data or Client Confidential Information to train, fine-tune, or improve any shared, public, or foundation artificial intelligence models. Client Data processing and storage is strictly isolated to the Client’s secure instance.
Compelled Disclosure. If the Receiving Party is legally compelled to disclose any Confidential Information, it will provide the Disclosing Party with prompt prior notice (to the extent legally permitted) so the Disclosing Party may seek a protective order. The Receiving Party will disclose only that portion of the Confidential Information it is legally required to disclose.
Data Return or Destruction. Upon termination of the Service or written request, the Receiving Party shall return or destroy the Disclosing Party's Confidential Information (including all copies), except for (i) one copy retained in legal archives for compliance, and (ii) data retained in routine, automated system backups, which will remain subject to the confidentiality terms herein until overwritten.
Survival of Confidentiality. The confidentiality obligations under this Section 6 shall survive the termination or expiration of these Terms for a period of three (3) years.
Security Safeguards. Financesaur will protect Client Data using commercially reasonable safeguards (at least equivalent to those used for its own data) and comply with applicable data protection laws (GDPR, CCPA, etc.).

7. Fees, Payment & Consumption‑Based Pricing

Fees, invoicing frequency, payment terms, and subscription rates for the Service will be stated in the applicable Statement of Work (SOW), online checkout page, or promotional offer. Client is responsible for all applicable taxes.

7.1 Metered & Consumption‑Based Pricing

Certain platform features, AI model searches, data processing runs, and outreach tools are provided on a metered, consumption basis (“Metered Services”). Consumption of Metered Services is tracked and measured via Financesaur’s platform telemetry. Client usage metrics and active credit allocations are made accessible to Client within the platform account dashboard.

7.2 Account Top‑Ups & Credit Balances

To execute or continue consuming Metered Services, Client may be required to purchase or top up prepaid credit balances (“Credits”). Upon depletion or exhaustion of Client's credit balance, active platform processing, queries, and incomplete workflows will automatically pause until Client tops up their account balance. Purchased Credits are non-refundable and non-transferable. Purchased top-ups and other non-subscription credits do not expire because a subscription is canceled; they remain subject to any separate expiry conditions stated when purchased or granted.

7.3 Non‑Payment & Account Suspension

Unpaid amounts, failed recurring charges, or negative credit balances may result in the immediate suspension or limitation of the Service.

7.4 Consumption Subscriptions and Commitments

The following plans apply to subscriptions expressly purchased under Consumption billing in ClueSift. Fixed-price contracts and Internal billing do not enroll an organization in these subscriptions; changes to those arrangements require contacting support. All amounts below are in US dollars.

Standard: No subscription fee or recurring commitment. Usage is charged against available credits; additional credits may be purchased as needed.
Professional: $500 billed monthly. Each successful monthly payment grants $600 in platform credits. The initial commitment is three calendar months and automatically renews for successive three-calendar-month commitments unless canceled before the renewal boundary. Each commitment requires three monthly payments, totaling $1,500, even if cancellation is requested during the commitment.
Enterprise: $12,000 billed annually upfront for a twelve-calendar-month commitment. Each successful annual payment grants $15,000 in platform credits immediately, available in full rather than in monthly installments. The subscription automatically renews for successive annual commitments unless canceled before renewal.

Subscription fees are collected through Stripe. Failed or unpaid invoices grant no subscription credits and do not discharge committed payment obligations. Additional usage beyond available credits requires a top-up.

7.5 Rollover and Cancellation

Unused subscription credits accumulate across billing periods and renewals, including Enterprise annual renewals, without periodic expiry while the subscription continues. Cancellation may be requested at any time through the Account plan controls, but takes effect only at the end of the current commitment. Cancel before that renewal boundary to prevent the next commitment; all payments due for the current commitment remain payable.

At effective cancellation, all unused subscription-granted credits lapse, including credits carried forward from prior periods or tiers. Purchased top-ups, promotional credits and other non-subscription credits are not forfeited because of subscription cancellation and retain their own expiry conditions. Cancellation of a paid tier is not, by itself, deletion of the account.

7.6 Upgrades and Downgrades

A Professional-to-Enterprise upgrade takes effect only after successful payment. The unused portion of the already-paid current Professional billing period is prorated as a discount from the full $12,000 Enterprise price. The full $15,000 annual credit allowance is granted, existing credits remain available, and a new twelve-month Enterprise commitment replaces the remaining Professional commitment. Unpaid installments or pending changes must be resolved before upgrading.

An Enterprise-to-Professional downgrade takes effect at the end of the annual commitment, not immediately. Remaining subscription credits carry forward. The first Professional monthly period starts a new three-calendar-month commitment; each successful $500 monthly payment grants $600 in credits. A move to Standard ends the paid subscription under the cancellation rules above. Scheduled cancellation or downgrade may be withdrawn before its effective boundary.

Subscription confirmations, renewals, upgrades, downgrades and cancellations are confirmed by system email summarizing the applicable price, credits, dates and commitment terms. Administrator-granted access to Professional or Enterprise features alone does not create a paid subscription, authorize charges, or grant subscription credits; paid enrollment still requires explicit consent and payment.

8. Promotional Offers, Free Trials & Promotional Credits

8.1 Eligibility & Anti‑Abuse Limits

Promotional offers, promotional codes, free trials, and promotional credits (collectively, “Promotions”) are made available by Financesaur solely to legitimate prospective or active Client entities for evaluation or marketing purposes.

Unless expressly authorized in writing by Financesaur, all Promotions are limited to one (1) redemption per legal entity, company, billing account, corporate domain, user, or IP/device identifier.
Creating multiple accounts, utilizing disposable or non-corporate email addresses, employing automated tools or scripts, impersonating other entities, or engaging in any conduct designed to circumvent promotional limits or exhaust system compute capacity (“Promotional Abuse”) is strictly prohibited.
Financesaur reserves the right, in its sole discretion, to reject, invalidate, or revoke any Promotion, terminate accounts engaged in Promotional Abuse, and invoice the responsible entity at standard full rates for all platform usage and compute resources consumed.

8.2 Offer Availability, Right to Modify, and Disclaimer of Redemption Claims

All Promotions are offered subject to system capacity and eligibility verification. Financesaur reserves the right to modify, suspend, restrict, or terminate any Promotion or promotional code at any time, for any reason or no reason, in its sole discretion, with or without prior notice, and without any liability to you or any third party.

Promotional codes and credits have no cash value, are non‑transferable, non‑assignable, non‑refundable, and cannot be resold or combined with other offers unless explicitly permitted in writing.
If a user is unable to redeem a Promotion for any reason (including campaign expiration, technical errors, or offer cancellation), Financesaur’s sole liability, and the user’s exclusive remedy, shall be limited to issuing a replacement promotional code of equal value at Financesaur’s discretion. Financesaur shall not be liable for any lost profits, lost business opportunities, or damages resulting from an unredeemed or cancelled Promotion.

8.3 Scope, Credit Exhaustion, Auto‑Renewal & Platform Access

A Promotion grants access strictly to the specified feature tier, usage credit allocation, or time duration defined in the applicable promotional offer.

Credit Exhaustion & Interrupted Workflows: Promotional credits or trial usage allocations apply solely up to their stated limit. If promotional credits are exhausted prior to the end of a promotional or trial timeframe, active platform searches, data processing, AI analysis, or incomplete workflows will pause and fail to complete until the Client tops up their account balance or pays for additional credits. Financesaur is not liable for incomplete searches, unrendered reports, or interrupted workflows resulting from promotional credit exhaustion.
Subscription Trial Conversion & Top-Ups: For Promotions involving a subscription trial (e.g., a free trial month of a subscription tier):
1. Exhaustion of promotional credits mid-trial does not cancel or terminate the underlying subscription. To resume or complete interrupted processing, Client must top up paid credits and maintain an active account.
2. Feature-only trials do not automatically create a paid subscription. Any paid subscription or expressly agreed trial conversion requires the Client's acceptance of the applicable checkout terms. Consumption subscription commitments and cancellation follow Sections 7.4-7.6; requesting cancellation does not require thirty days' notice.
Access to Results and Derived Outputs Post‑Redemption: Redeeming a Promotion provides a temporary evaluation license during the promotional term. Upon expiration, credit exhaustion, or cancellation of a Promotion without an active paid subscription, Financesaur is under no obligation to provide ongoing platform access, live search features, or hosted content. Client retains rights to Derived Outputs exported during an active promotional period pursuant to Section 3.3; however, unexported or platform-stored data on expired or depleted accounts may be archived or deleted in accordance with Section 4.

9. Disclaimers

The Service, Derived Outputs, and all Content are provided “as is” and “as available” for informational purposes only. The Service does not constitute professional advice (including financial, legal, or medical advice), and Financesaur expressly disclaims any obligation to provide such advice. Client acknowledges that all decisions based on the Service must be made independently, with the Client’s own professional judgment and due diligence. Client assumes all risk for any reliance on the Service, Derived Outputs, or Content. AI Derived Outputs may be inaccurate, incomplete, or outdated.

10. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL FINANCESAUR BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, PUNITIVE, OR EXEMPLARY DAMAGES, OR LOST PROFITS, ARISING OUT OF OR RELATED TO THIS AGREEMENT OR THE SERVICE. FINANCESAUR’S TOTAL AGGREGATE LIABILITY FOR ALL CLAIMS ARISING OUT OF OR RELATED TO THIS AGREEMENT SHALL NOT EXCEED THE TOTAL FEES PAID BY CLIENT TO FINANCESAUR FOR THE SPECIFIC SERVICE GIVING RISE TO THE CLAIM. THIS LIMITATION APPLIES EXCLUSIVELY TO CLAIMS ARISING FROM THE SERVICE; IT DOES NOT APPLY TO (A) CLIENT’S BREACH OF ITS OBLIGATIONS UNDER SECTION 10, (B) FINANCESAUR’S GROSS NEGLIGENCE OR WILLFUL MISCONDUCT, OR (C) BREACH OF CONFIDENTIALITY OR INTELLECTUAL PROPERTY INFRINGEMENT.

11. Indemnification

Client shall defend, indemnify, and hold harmless Financesaur from and against any claims, damages, losses, or expenses (including reasonable attorneys’ fees) arising out of or relating to: (a) Client Data; (b) Client’s misuse of the Service or Derived Outputs (including unlawful use under applicable law); or (c) Client’s breach of Section 10. Financesaur shall not be liable for any claim arising from the Service itself, including inaccuracies in Derived Outputs, except to the extent such inaccuracies result from Financesaur’s gross negligence or willful misconduct.

12. Suspension & Termination

We may suspend or terminate the Service for non‑compliance with these Terms or an SOW, failure to pay fees, or if continued provision of the Service poses a risk of harm or violates the law.

Upon termination, Client's right to receive the Service will cease, and Client Data will be handled in accordance with our data retention policy.

13. Changes to the Service or Terms

Financesaur reserves the right to modify these Terms by publishing a new dated version and linking to it from the current terms page. Previously published versions remain available at their original dated URLs. Material adverse changes to these Terms will be noticed to you (e.g., via email) at least 30 days in advance of the effective date. Continued use of the Service after the effective date constitutes acceptance of the changes.

14. Governing Law and Venue

These Terms and any dispute arising from them will be governed by the laws of the State of Delaware, without regard to its conflict of laws principles. The parties agree to the exclusive jurisdiction of the state and federal courts located in Wilmington, Delaware for the resolution of any disputes.

15. General Provisions

Neither party may assign these Terms without the other's prior written consent, except in the case of a merger, acquisition, or sale of all or substantially all of its assets.
These Terms, along with any applicable Statement of Work (SOW), constitute the entire agreement between the parties regarding the subject matter and supersede all prior agreements and understandings, including any prior confidentiality or non‑disclosure agreements.
If any provision of these Terms is found to be unenforceable, the remaining provisions will remain in full effect.
Notices to Financesaur must be sent to hello@financesaur.com. Notices to you will be sent to the email address on file for your account.