Terms & Conditions

Last Updated: December 2025

These Terms & Conditions (“Terms”) govern your access to and use of the AI Capital Sourcing website, services, and systems, including the Accredited Investor Acquisition System (“AIAS”). By accessing our website, scheduling a call, submitting information, or engaging our services, you agree to be bound by these Terms.

If you do not agree to these Terms, do not use our website or services.

1. Company Overview

AI Capital Sourcing (“Company,” “we,” “our,” or “us”) provides digital marketing, automation, and investor acquisition infrastructure for experienced fund managers and syndicators. Our services are designed to support investor outreach, qualification, and relationship-building—not to provide investment advice or sell securities.

2. Eligibility & Intended Use

Our services are intended solely for:

• Established U.S.-based fund managers and syndicators

• Professionals actively raising capital

• Users who are at least 18 years old

By using our services, you represent that:

• You are legally permitted to engage in capital-raising activities

• You understand and comply with applicable securities laws

• You have authority to act on behalf of your fund or entity

3. No Investment, Legal, or Financial Advice

AI Capital Sourcing is not:

• A broker-dealer

• A registered investment advisor

• A law firm or legal advisor

Nothing on our website or within AIAS constitutes:

• Investment advice

• An offer or solicitation to buy or sell securities

• Legal, tax, or compliance advice

All investment decisions, disclosures, and investor communications remain the sole responsibility of the client.

4. Scope of Services

AI Capital Sourcing provides marketing systems and infrastructure, which may include:

• Investor-focused funnels and landing pages

• CRM, automation, and AI-driven workflows

• Email, SMS, and digital communication systems

• Traffic strategy, testing, and optimization

• Reporting and analytics

We do not:

• Act as sales representatives or closers

• Make calls to investors

• Provide virtual assistants or outbound calling teams

• Guarantee capital raised, investor commitments, or performance

Results depend on many factors outside our control, including offer quality, market conditions, compliance structure, and your sales process.

5. Client Responsibilities

Clients are solely responsible for:

• Ensuring all offerings are compliant with federal and state securities laws

• Providing accurate, truthful, and up-to-date information

• Managing investor calls, relationships, and closings

• Maintaining internal sales capacity to handle investor inquiries

• Reviewing and approving all marketing materials before use

Failure to meet these responsibilities may impact performance and outcomes.

6. Performance Disclaimers

Any metrics, examples, or case studies referenced:

• Are historical or illustrative only

• Do not guarantee future results

• May vary significantly by client and offering

Capital raised, cost of capital, and investor engagement outcomes are influenced by variables beyond our control.

7. Confidentiality & Data Protection

Both parties agree to maintain confidentiality regarding:

• Proprietary business information

• Client data and investor information

• Strategies, systems, and performance data

We take reasonable measures to protect data but cannot guarantee absolute security.

8. Intellectual Property

All content, systems, designs, workflows, AI logic, copy, frameworks, and materials provided by AI Capital Sourcing are our intellectual property unless otherwise stated.

You may not:

• Copy, reproduce, resell, or distribute our systems

• Reverse engineer or replicate AIAS

• Use our materials outside the scope of your engagement

Unauthorized use may result in termination and legal action.

9. Payments & Fees

Fees, billing schedules, and service terms are governed by your executed Service Agreement or proposal.

Unless otherwise stated:

• Fees are non-refundable

• Late payments may result in service suspension

• We reserve the right to terminate services for non-payment

10. Termination

We reserve the right to suspend or terminate access to our services if:

• These Terms are violated

• Misrepresentation or unlawful activity is detected

• Payment obligations are not met

• Continued service presents legal or reputational risk

Termination does not relieve you of outstanding payment obligations.

11. Limitation of Liability

To the fullest extent permitted by law:

• AI Capital Sourcing shall not be liable for indirect, incidental, or consequential damages

• We are not responsible for lost profits, lost capital, or failed raises

• Our total liability shall not exceed the fees paid to us in the preceding 3 months

You agree to use our services at your own risk.

12. Indemnification

You agree to indemnify and hold harmless AI Capital Sourcing from any claims, damages, or liabilities arising from:

• Your investment offerings

• Investor disputes

• Regulatory or compliance violations

• Misuse of our systems or services

13. Third-Party Tools & Platforms

We may integrate third-party platforms (CRM, analytics, messaging tools). We are not responsible for:

• Downtime or failures of third-party services

• Changes in third-party terms or pricing

Your use of these tools is subject to their respective terms.

14. Governing Law

These Terms are governed by and construed in accordance with the laws of the State of [Insert State], without regard to conflict-of-law principles.

15. Changes to Terms

We may update these Terms from time to time. Updates will be posted on our website with a revised “Last Updated” date. Continued use of our services constitutes acceptance of the updated Terms.

16. Contact Information

For questions regarding these Terms, please contact:

AI Capital Sourcing

Email: [Insert Contact Email]
Website: https://aicapitalsourcing.com