These Terms of Service ("Terms") govern your access to and use of the FlowIQ platform and the CapitalCore Network (together, the "Service"), operated by CapitalCore Network LLC ("CapitalCore," "we," "us," or "our"). By creating an account, accessing the Service, or clicking to accept these Terms, you agree to be bound by them. If you are entering into these Terms on behalf of a firm, you represent that you have authority to bind that firm, and "you" refers to both you individually and the firm you represent. If you do not agree to these Terms, do not use the Service.
FlowIQ is a practice management and deal flow software platform purpose-built for Registered Investment Advisors and their authorized representatives operating in private markets. The Service provides tools for investor relationship management, deal pipeline and allocation tracking, workflow automation, document handling, reporting, and related functionality. CapitalCore Network LLC is the operator of the Service. Additional products, including DealCore, may be introduced over time and, when made available to you, will be governed by these Terms and any product-specific terms we provide.
The Service is intended solely for use by Registered Investment Advisors, their affiliated firms, and authorized representatives acting in a professional capacity. By creating an account, you represent and warrant that (a) you are at least 18 years old; (b) you are a registered investment advisor, an employee, officer, or authorized representative of a registered investment advisor, or an otherwise qualified industry professional; (c) the information you provide during registration and thereafter is accurate and current; and (d) your use of the Service will comply with all applicable laws and regulations, including securities laws and the rules of any regulator with jurisdiction over you.
You are responsible for maintaining the confidentiality of your account credentials and for all activity that occurs under your account. You agree to (a) provide accurate and complete registration information and keep it up to date, (b) use strong, unique credentials and not share them with any other person, (c) promptly notify us at security@capitalcorenetwork.co of any unauthorized access, suspected compromise, or other breach of security, and (d) take reasonable steps to prevent unauthorized use of your account. We are not liable for any loss or damage arising from your failure to protect your credentials or from unauthorized access you did not promptly report.
You agree not to (a) use the Service for any unlawful purpose or in violation of any applicable law or regulation; (b) share, sell, or sublicense your account or credentials, or permit any unauthorized third party to access the Service through your account; (c) reverse engineer, decompile, disassemble, or otherwise attempt to derive the source code of the Service, except to the extent such restriction is prohibited by law; (d) interfere with, disrupt, or attempt to gain unauthorized access to the Service, other accounts, or the networks connected to the Service; (e) upload or transmit malicious code, viruses, or other harmful material; (f) scrape, harvest, or extract data from the Service except through functionality we expressly provide; or (g) use the Service to infringe any intellectual property, privacy, or other right of any third party.
Our collection and use of personal information in connection with the Service is described in our Privacy Policy, which is incorporated into these Terms by reference. Data entered into the Service by or on behalf of your firm ("Firm Data") is logically isolated at the database level and is only accessible to authorized users of your firm and to CapitalCore personnel as necessary to operate, support, and secure the Service. CapitalCore does not sell Firm Data or user personal information to third parties. You retain all rights in your Firm Data. You grant us a limited, non-exclusive license to process Firm Data solely as required to provide the Service, maintain security and integrity, produce aggregate and de-identified analytics, and comply with legal obligations.
Access to the Service is offered on a subscription basis. Applicable subscription tiers, fees, and billing cycles will be presented to you at the time of purchase or on your account page. New accounts may be eligible for a thirty (30) day free trial, after which a paid subscription is required to continue using the Service. Fees are billed in advance on a recurring basis and are non-refundable except as required by law or as expressly stated in these Terms. You may cancel your subscription at any time; cancellation takes effect at the end of the then-current billing period, and you will retain access to the Service through that date. We may change our fees on thirty (30) days' prior notice; continued use of the Service after a fee change constitutes acceptance of the new fees.
The Service, including FlowIQ, the CapitalCore Network, DealCore, and all related software, interfaces, content, branding, trademarks, and documentation, is owned by CapitalCore Network LLC and its licensors and is protected by intellectual property laws. Subject to your compliance with these Terms, CapitalCore grants you a limited, non-exclusive, non-transferable, revocable license to access and use the Service for your firm's internal business purposes. No other rights are granted by implication, estoppel, or otherwise. Feedback you voluntarily provide regarding the Service may be used by CapitalCore without restriction or compensation.
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, ACCURACY, OR UNINTERRUPTED OR ERROR-FREE OPERATION. FlowIQ is a software tool and does not provide investment, legal, tax, or other professional advice. CapitalCore Network LLC is not a registered investment advisor, broker-dealer, or fiduciary, and nothing contained in the Service should be construed as a recommendation to buy, sell, or hold any security or to pursue any investment strategy. You are solely responsible for all investment, compliance, and business decisions made using the Service.
TO THE FULLEST EXTENT PERMITTED BY LAW, CAPITALCORE NETWORK LLC AND ITS OFFICERS, DIRECTORS, EMPLOYEES, AND AGENTS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, LOST REVENUES, LOST BUSINESS OPPORTUNITY, OR LOSS OF DATA, ARISING OUT OF OR RELATING TO THE SERVICE OR THESE TERMS, WHETHER BASED IN CONTRACT, TORT, OR ANY OTHER LEGAL THEORY, AND WHETHER OR NOT WE WERE ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. OUR TOTAL CUMULATIVE LIABILITY ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICE WILL NOT EXCEED THE GREATER OF (A) THE AMOUNTS YOU PAID US FOR THE SERVICE IN THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM OR (B) ONE HUNDRED U.S. DOLLARS ($100).
You agree to defend, indemnify, and hold harmless CapitalCore Network LLC and its affiliates, officers, directors, employees, and agents from and against any and all claims, damages, liabilities, losses, costs, and expenses (including reasonable attorneys' fees) arising out of or relating to (a) your or your firm's use of the Service, (b) your violation of these Terms, (c) your violation of any applicable law or regulation, (d) your violation of any third-party right, or (e) any content or data you submit to the Service. We will provide you with prompt notice of any claim subject to this indemnification and will reasonably cooperate in the defense, at your expense.
Either party may terminate these Terms and your access to the Service at any time, for any reason, upon written notice. We may suspend or terminate your account immediately if we reasonably determine that you have violated these Terms, that your continued use creates a security or legal risk, or that you have failed to pay fees when due. Upon termination, your right to access the Service ceases. You may request a reasonable export of your Firm Data by contacting support@capitalcorenetwork.co within thirty (30) days of termination; after that period, we may delete your data consistent with our data retention practices and legal obligations. Sections that by their nature should survive termination (including intellectual property, disclaimers, limitation of liability, indemnification, and governing law) will survive.
These Terms and any dispute arising out of or relating to these Terms or the Service will be governed by and construed in accordance with the laws of the State of Illinois, without regard to its conflict of laws principles. The parties consent to the exclusive jurisdiction and venue of the state and federal courts located in Cook County, Illinois for any action not subject to arbitration or other alternative dispute resolution mechanism the parties may agree to in writing.
We may update these Terms from time to time. For material changes, we will provide at least thirty (30) days' advance notice by email, in-product notification, or by posting the revised Terms with an updated effective date. Non-material changes (for example, clarifications or corrections) may take effect immediately upon posting. Your continued use of the Service after changes take effect constitutes your acceptance of the revised Terms. If you do not agree to a change, you may cancel your subscription before it takes effect.
Questions about these Terms may be directed to CapitalCore Network LLC, Chicago, Illinois, at legal@capitalcorenetwork.co.