Terms of Use

THE SERVICE, WEB APPLICATION AND RELATED SERVICES ARE SUBJECT TO YOUR COMPLIANCE WITH THE TERMS AND CONDITIONS SET FORTH BELOW. IF YOU DO NOT AGREE TO ABIDE BY THESE OR ANY FUTURE TERMS OF USE, YOU DO NOT HAVE THE RIGHT TO USE OR ACCESS (OR CONTINUE TO USE OR ACCESS) THE SERVICE. THE SERVICE PROVIDER RESERVES ALL RIGHTS NOT EXPRESSLY GRANTED HEREIN. PLEASE READ THE FOLLOWING INFORMATION CAREFULLY

By accessing or using DealRaise (“the Platform”), you agree to be bound by the following terms and conditions. These terms are subject to change at any time, and we will notify you via email of any updates.

1. Referral Partner Program

By signing on, you automatically qualify as a referral partner without needing to sign additional documents. Our referral partners receive a 10% monthly kickback from any closed deal they refer.

2. Changes to Terms and Conditions

We reserve the right to change these terms and conditions at any time. If changes occur, we will notify you via email.

3. Payment Authorization

By using our services, you authorize us to run the card we have on file to add more services, provided we have received your written or verbal consent.

4. Marketing Services Breakdown and Pricing

We offer a range of marketing services, outlined below:

Month-to-Month Subscription

: Cancel anytime with a 30-day notice.

Two Consulting Calls Per Month

: Provided as part of your service package.

One Free Service Per Month:

Clients receive one complimentary service each month.Incremental

Service Additions:

Services can be added progressively over time.

Monthly Invoice Reflects Selected Services

: Each invoice will clearly outline the services utilized.

No Guarantees or Fixed Deliverables:

Our focus is on long-term collaboration and continuous value creation.

Shopify Store - $10,000

Frontend and backend buildoutAdding inventory, pricing, payment, and shipping detailsNo ongoing management once the website is completed and delivered

Full Website Buildout - $5,000

Copywriting and design for all pagesWeb implementation and mobile optimizationBackend email setup and automation

CRM Buildout - $1,500

Automation and pipeline setup

SEO Blogs and Optimization - $1,500

15 SEO-optimized blogs per month

Email & Text Marketing - $1,500

10 marketing emails and texts per month, sent from either your CRM or ours

Meta Ads - $1,500

Budgeting, A/B testing graphics, and day-to-day tracking and optimizationThe advertising budget itself is covered by the client

Google Ads - $1,500

Budgeting, A/B testing graphics, and day-to-day tracking and optimizationThe advertising budget itself is covered by the client

YouTube Ads - $1,500

Budgeting, A/B testing graphics, and day-to-day tracking and optimizationThe advertising budget itself is covered by the client

Social Media Management - $1,500

Content calendar creation3 posts per week per platform

Junior Specialist - $1,000

Full-time specialist managed by the client

Senior Specialist - $2,000

Full-time specialist managed by the client

Cold Outreach - $1,500

Copywriting for cold outbound emailsDomain setup and warmingReplying to positive commentsExtracting lists and cold calling

Consulting Call - $500/Hour

AI Implementation - $1,500

5. Capital Raising Services

5.1 Introduction and Acceptance

By accessing and using DealRaise services, including Pitch Deck, Investor Website, Lead Generation, PPM + Pitch, or the Investors Platform ("Services"), you agree to comply with these Terms and Conditions, along with DealRaise’s Privacy Policy and any other related agreements. By signing a contract, making a payment, or using our services, you confirm your acceptance of these Terms. These Terms may be updated periodically, and continued use of the Services constitutes your acceptance of any changes.

5.2 Overview of Services

DealRaise Services: Includes Pitch Deck creation, Investor Website design, Lead Generation, Term Sheets, and PPM + Pitch services to assist businesses in capital-raising efforts.Investors Platform: A self-service software providing tools for investor outreach, lead management, and campaign automation. Investors Platform operates as a marketing technology provider and is not a broker-dealer.

5.3 Scope of Service

5.3.1 Platform Access

Clients gain access to the Investors Platform, which is designed to support investor outreach, lead management, and campaign automation.

5.3.2 Service Resources

Clients receive:

Training materials, including videos and one-on-one onboarding sessions.Custom marketing content and curated lead lists for outreach during the first month.Ongoing support, including troubleshooting and guidance throughout the subscription period.

5.3.3 PPM + Pitch Service

This service includes the creation of a Private Placement Memorandum (PPM) and tailored pitch materials for $1,000 as a one-time fee.There are no partial refunds or cancellations once work on the PPM has commenced.

6. Client Responsibilities

Clients are responsible for:

Regularly logging into the Investors Platform to manage leads and outreach campaigns.Utilizing provided resources to understand and maximize the software’s features.Following ethical standards and complying with all relevant laws in their investor outreach efforts.Approving deliverables promptly to ensure smooth service execution.

7. Pricing, Billing, and Consent

7.1 Investors Platform

Setup Fee: $197, covering software access and onboarding resources.Monthly Subscription: $197 per month, billed automatically starting from the second month.

7.2 PPM + Pitch Service

One-Time Fee: $1,000, billed upon agreement.

7.3 Consent

By purchasing and adding payment details, you agree to these Terms, including the subscription model, pricing structure, and cancellation policies outlined herein.

8. Cancellation and Refund Policy

Investors Platform Subscription: Clients may cancel their subscription at any time via account settings. Access will continue until the end of the current billing cycle.Refunds:The initial setup fee for the Investors Platform and the subscription fee are non-refundable.The PPM + Pitch service is non-refundable once work has commenced.

9. Intellectual Property

All content, tools, and materials associated with DealRaise Services and Investors Platform remain the exclusive property of DealRaise. Clients are granted a non-exclusive, non-transferable license to use these resources solely for internal business purposes. Unauthorized reproduction, redistribution, or modification is prohibited.

10. Data Collection and Privacy

The collection and use of personal data are governed by DealRaise’s Privacy Policy. By using the Services, you consent to data collection practices that enhance functionality and user experience.

11. Limited Warranty and Disclaimer

Services are provided “as is,” with no guarantee of specific results.DealRaise disclaims all warranties, including merchantability and fitness for a particular purpose. Success in investor outreach or capital raising depends on factors outside our control.

12. Limitation of Liability

YOU EXPRESSLY UNDERSTAND AND AGREE THAT SERVICE PROVIDER, ITS AFFILIATES AND ITS SPONSORS ARE NEITHER RESPONSIBLE NOR LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, EXEMPLARY, PUNITIVE OR DAMAGES FOR LOST PROFITS, WHETHER BASED ON CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY OR OTHERWISE, ARISING OUT OF OR RELATING IN ANY WAY TO (I) THE USE OR THE INABILITY TO USE THE SERVICE; (II) UNAUTHORIZED ACCESS TO OR ALTERATION OF YOUR TRANSMISSIONS OR DATA; (III) STATEMENTS OR CONDUCT OF ANY THIRD PARTY ON THE SERVICE; OR (IV) THE SERVICE, AND/OR CONTENT OR INFORMATION CONTAINED WITHIN THE SITE OR THE SERVICE. IN NO EVENT SHALL SERVICE PROVIDER’S TOTAL LIABILITY TO YOU FOR ALL DAMAGES, LOSSES OR CAUSES OF ACTION EXCEED THE AMOUNT YOU HAVE PAID SERVICE PROVIDER IN THE LAST SIX (6) MONTHS, OR, IF GREATER, ONE HUNDRED DOLLARS ($100). SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF CERTAIN WARRANTIES OR THE LIMITATION OR EXCLUSION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES. ACCORDINGLY, SOME OF THE ABOVE LIMITATIONS SET FORTH ABOVE MAY NOT APPLY TO YOU. IF YOU ARE DISSATISFIED WITH ANY PORTION OF THE SERVICE OR WITH THESE TERMS OF SERVICE, YOUR SOLE AND EXCLUSIVE REMEDY IS TO DISCONTINUE USE OF THE SERVICE.

13. Governing Law / Disputes

These Terms of Use constitute the entire agreement between you and Service Provider and govern your use of the Service, superseding any prior agreements between you and Service Provider with respect to the Service. The failure of Service Provider to exercise or enforce any right or provision of these Terms of Use shall not constitute a waiver of such right or provision. If any provision of these Terms of Use is found by a court of competent jurisdiction to be invalid, the parties nevertheless agree that the court

should endeavor to give effect to the parties’ intentions as reflected in the provision, and the other provisions of these Terms of Use remain in full force and effect. You agree that the Service shall be deemed solely based in the State of operation of the Service Provider, and that the Site and mobile application shall be deemed passive services that do not give rise to personal jurisdiction over Service Provider, either specific or general, in any state or federal courts other than those located within the State of operation of the Service Provider. Any dispute, claim or controversy arising out of or relating to the Site, the mobile application, these Terms of Use or the breach, termination, enforcement, interpretation or validity thereof, including the determination of the scope or applicability of this agreement to arbitrate, shall be determined by arbitration in the State of operation of the Service Provider, before one arbitrator. The arbitration shall be administered by JAMS pursuant to its Streamlined Arbitration Rules and Procedures. Judgment on the award may be entered in any court having jurisdiction. You and we will each pay one-half of the costs and expenses of such arbitration, and each of the parties will separately pay its counsel fees and expenses. These Terms of Use, and any rights and licenses granted hereunder, may not be transferred or assigned by you, but may be assigned by Service Provider without restriction

14. Indemnity

You agree to release, defend, indemnify and hold harmless Service Provider, its affiliated companies, officers, directors, employees and agents, from and against any and all actions and injuries (including death) of any kind, claims, rights, damages, obligations, losses, liabilities, costs or debt, and expenses (including but not limited to attorney’s fees) arising from: (a) your use or misuse of and access to the Site, mobile application or the Service, your connection to the Service, or any Third Party Submissions, (b) your violation of any third party right, including without limitation any copyright, property, or privacy right; or (b) your violation of any term of these Terms of Use. This defense and indemnification obligation will survive these Terms of Use and your use of the Service.

15. Consent Confirmation

By signing a contract, checking the consent box, or adding a payment card, you acknowledge and agree to these Terms and Conditions, including DealRaise’s cancellation and refund policies.

QUESTIONS/CONCERNS

Please contact us via the contact form on our website or email to report any violations of these Terms of Use or to pose any questions regarding this Terms of Use or the Service.


Last updated: November 23, 2021.