Legal
Terms and policies
Current versions and the archive of earlier versions.
- Terms of Service for fund managers
The agreement between the platform and each fund manager workspace.
Versions: 1.0
- Investor Terms of Use
Terms for investors who sign in to view and act on their holdings.
Versions: 1.0
- Privacy Policy
What personal information we process, why, and the choices you have.
Versions: 1.0
- Electronic Signature and Records Consent
Your consent to sign and receive records electronically, and how to withdraw it.
Versions: 1.0
- ACH Authorization
The authorization you give to debit or credit a bank account by ACH.
Versions: 1.0
- Data Processing Addendum
How we process personal data on behalf of a fund manager.
Versions: 1.0
- Acceptable Use Policy
What may and may not be done with the service.
Versions: 1.0
- Cookie Policy
The cookies we set and why.
Versions: 1.0
- Subprocessors
The providers that process personal data for the service.
Versions: 1.0
- Accessibility Statement
Our WCAG 2.2 AA commitment and how to report a barrier.
Versions: 1.0
- Vulnerability Disclosure Policy
How to report a security issue and what to expect.
Versions: 1.0
- Service Level Agreement(planned for the first quarter after launch)
Availability commitments and remedies for fund managers.
Versions: 1.0