Terms of Service

Effective Date: March 13, 2026  |  Last Updated: June 22, 2026

These Terms of Service ("Terms") constitute a legally binding agreement between you ("Client," "you," or "your") and Savvy Social Management Corp., operating as AutoRaise ("AutoRaise," "Savvy Capital," "we," "us," or "our"), governing your access to and use of the AutoRaise platform and all related services available at AutoRaise.app (collectively, the "Service"). These Terms apply to all AutoRaise plans: the Self-Serve plan ($250/month), the Full Service managed engagement ($2,000/month), and the Premier managed engagement ($3,000/month). By initiating a trial, subscribing, signing an engagement letter, initiating payment, or otherwise using the Service under any plan, you confirm that you have read, understood, and agree to be bound by these Terms in their entirety. If you do not agree, do not use the Service.

1. The Service & Plans

AutoRaise is a capital-raising execution platform that provides data room construction, AI-powered investor matching, automated multi-channel outreach across email and LinkedIn, pipeline management, and related capital-raising infrastructure ("Services"). AutoRaise offers the Services under two plans:

1.1 Self-Serve ($250/month)

Under the Self-Serve plan, AutoRaise provides software and automation tools that you operate yourself, including platform access, AI-built data room, investor targeting, and outreach infrastructure. You conduct and control your own outreach and investor engagement. AutoRaise does not act as your agent under the Self-Serve plan.

1.2 Full Service ($2,000/month)

Under the Full Service managed engagement, AutoRaise provides:

Under the Full Service plan, AutoRaise conducts outreach to investors on your behalf and as your authorized agent, as described in Section 4. The Full Service plan does not include a money-back guarantee; all Full Service fees are non-refundable.

1.3 Premier ($3,000/month)

The Premier managed engagement includes everything in the Full Service plan, plus priority analyst staffing, expedited turnaround, and senior-level strategic oversight of your raise. The Premier plan is the only plan eligible for the conditional money-back guarantee described in Section 7.2, subject in full to the eligibility conditions set out therein.

The Premier engagement is offered at AutoRaise's and Savvy Capital's sole discretion and is typically initiated by Savvy Capital, by invitation, when a deal appears to AutoRaise to be highly likely to raise. AutoRaise extends the Premier engagement, and the associated guarantee, precisely because it is prepared to take on greater risk and commit greater resources to deals it assesses as highly likely to succeed. The Premier plan is not available for general self-service enrollment, and AutoRaise is under no obligation to offer it to any Client.

1.4 What AutoRaise Is Not

AutoRaise is a capital-raising execution platform and advisory service. AutoRaise is not a licensed broker-dealer, registered investment advisor, placement agent, or securities dealer under the securities laws of any jurisdiction. Nothing in the Service constitutes securities advice, broker-dealer activity, or investment banking services as defined under applicable securities law. AutoRaise does not solicit investments, negotiate deal terms, handle investor funds, or provide legal, tax, or financial advice.

2. Eligibility

By using the Service, you represent and warrant that:

3. Subscription, Trial & Billing

3.1 Self-Serve Trial & Fees. Where offered, the Self-Serve plan may include a trial period for a one-time fee, charged at the time of sign-up. At the conclusion of any trial, your subscription automatically converts to a paid monthly subscription at the then-current rate of $250 per month (or such other rate as communicated to you at sign-up) unless you cancel prior to the trial end date. Any trial fee is non-refundable.

3.2 Full Service Fees. The Full Service managed engagement is billed at $2,000 USD per month. Your first month's fee is charged upon commencement of the engagement and reflects the cost of onboarding, account provisioning, data room construction, outreach infrastructure setup, and initial investor targeting.

3.3 Billing. Subscription fees are billed monthly in advance on the same date each month from the date your paid subscription or engagement commences. By creating an account or commencing an engagement, you authorize AutoRaise to charge the applicable fee using your payment method on file. All fees are non-refundable, as set out in Section 7.

3.4 Cancellation. You may cancel at any time through your account settings or by contacting support@autoraise.app. Cancellation takes effect at the end of the current billing cycle. You retain access through the end of the period for which you have paid. No pro-rated refunds will be issued for partial months.

3.5 Price Changes. AutoRaise reserves the right to modify pricing with 30 days' prior written notice. Continued use of the Service following the effective date of any price change constitutes acceptance of the new pricing.

4. Client Authorization & Responsibility for Outreach

CRITICAL: Please read this section carefully. Under the Full Service plan, you are expressly authorizing AutoRaise to conduct outreach to investors on your behalf and in your name. Under either plan, you assume full responsibility for all outreach conducted through the platform.

4.1 Express Authorization (Full Service). Where AutoRaise conducts outreach on your behalf, you expressly and irrevocably authorize AutoRaise and its analysts to:

4.2 Client Responsibility for Content. You are solely and exclusively responsible for the accuracy, completeness, and legality of all information, data, documents, financial statements, projections, claims, and materials ("Client Materials") provided to or used through the platform, whether in your data room, outreach campaigns, or investor communications. AutoRaise relies entirely on Client Materials as provided and does not independently verify, audit, or validate any information contained therein.

4.3 Client Responsibility for Compliance. You acknowledge and agree that:

4.4 Agency Relationship. In performing outreach services under the Full Service plan, AutoRaise acts exclusively as your authorized agent and representative. All communications sent by AutoRaise on your behalf are deemed to be sent by you. AutoRaise has no independent obligation to any investor, recipient, or third party contacted through the platform, and assumes no independent duty, liability, or obligation to such investors.

4.5 Right to Review. Under the Full Service plan, AutoRaise exercises professional judgment in executing your raise, but you retain the right to review, approve, modify, or reject any outreach content, investor list, or campaign strategy at any time. Under the Self-Serve plan, you retain full and final control over all outreach content and investor targeting. Failure to exercise your right of review does not transfer responsibility from you to AutoRaise.

5. Authorization to Display Your Deal to Investors

Note: The investor-facing backend described in this Section is not currently live or offered to investors. This functionality is planned for a future release, at which time these Terms will be updated to reflect the change. Until then, the authorizations below take effect only if and when the feature becomes available, and AutoRaise will provide notice before any deal is made viewable to investors through it.

5.1 Authorization. You expressly authorize AutoRaise to make your deal — including your data room, pitch materials, investment summary, and other Client Materials — viewable to prospective investors through AutoRaise's platform, backend, and investor-facing interfaces. This authorization includes, without limitation, AutoRaise's right to:

You grant AutoRaise a non-exclusive, royalty-free license to host, reproduce, and display the Client Materials for the foregoing purposes for the duration of your subscription or engagement. You represent and warrant that you hold all rights necessary to grant this license and that displaying your materials to prospective investors does not violate any agreement, obligation of confidentiality, or applicable law binding on you.

5.2 Investor Access & Securities-Law Acknowledgment. You acknowledge that you control the legal framework of your offering and that the manner in which your deal is made available to investors may have securities-law implications, including with respect to general solicitation under SEC Rule 506(b) versus Rule 506(c). You are solely responsible for determining whether, and on what terms, your deal may be displayed to investors, and for instructing AutoRaise accordingly. Absent your written instruction to restrict access, AutoRaise will make your deal viewable to investors as described in Section 5.1, and you accept sole responsibility for the compliance consequences of doing so. AutoRaise does not vet, verify, accredit, or guarantee the suitability of any investor who views your deal, and assumes no duty or liability to you or to any such investor in connection with backend access.

6. Acceptable Use

You agree to use the Service only for lawful purposes and in accordance with these Terms. You agree not to use the Service to:

AutoRaise reserves the right to suspend or terminate your account immediately and without refund if we determine, in our sole discretion, that you have violated any provision of this Section.

7. Refunds & Money-Back Guarantee

Please read this section carefully. The Self-Serve ($250/month) and Full Service ($2,000/month) plans are non-refundable and include no money-back guarantee. The conditional money-back guarantee is available only under the Premier ($3,000/month) plan, and only where every eligibility condition below is met.

7.1 Non-Refundable Fees (Self-Serve & Full Service). All fees paid under the Self-Serve and Full Service plans are non-refundable. This includes, without limitation, any trial fee, your first month's fee, all subsequent monthly fees, and any setup or onboarding component, regardless of usage, results, or duration. AutoRaise does not provide pro-rated refunds for partial months. The Self-Serve and Full Service plans are not eligible for any money-back guarantee.

7.2 Money-Back Guarantee (Premier plan only). AutoRaise offers a 6-month conditional money-back guarantee (the "Guarantee") exclusively to Clients who have subscribed to and paid for the Premier plan ($3,000/month). No other plan is eligible. A Client who has not subscribed to and paid for the Premier plan is not eligible for any refund under this Section, regardless of outcome. If a Premier Client has not successfully raised capital within six (6) consecutive months of their paid Premier engagement commencement date (the "Qualifying Period"), they may be eligible for a refund of the monthly Premier fees paid during the Qualifying Period, solely and strictly subject to every eligibility condition below being satisfied. The Guarantee is not a guarantee of results; it is a conditional refund available only to Premier Clients who have fully performed each obligation below.

For purposes of this Section: "successfully raised capital" means, broadly and inclusively, your receipt of, or entry into, any of the following from any source during the Qualifying Period, whether or not introduced by AutoRaise: an executed commitment, term sheet, letter of intent, side letter, subscription agreement, SAFE, convertible instrument, or definitive investment agreement; the receipt of investor funds; or any verbal, written, or "soft-circled" commitment that subsequently funds. A partial raise constitutes a successful raise, and any successful raise in any amount renders you permanently ineligible for the Guarantee. "Investor Inquiry" means any inbound communication from a prospective investor. "Domains Ready" means the date and time AutoRaise notifies you that your outreach domains and sending infrastructure are provisioned and ready to send. "Platform Records" means AutoRaise's system logs, timestamps, send/reply records, meeting records, and engagement data, which are the sole and conclusive record for all measurements in this Section.

To be eligible for a refund under the Guarantee, ALL of the following must be satisfied. Failure to meet even one condition, on even one occasion beyond the stated tolerance, permanently and automatically voids the Guarantee in full. There are no partial refunds.

Eligibility is determined solely by reference to the Platform Records, which the parties agree are accurate, authoritative, conclusive, and binding for all purposes under this Section. You bear the burden of proving that every condition above was satisfied; any condition not affirmatively evidenced by the Platform Records is deemed not met. AutoRaise's determination of eligibility is final. The Guarantee applies once per Client entity and any affiliated or successor entity, is non-transferable, and is not reset by re-subscription, plan changes, or a new engagement.

7.3 No Guarantee of Results. Except for the conditional Premier Guarantee in Section 7.2, AutoRaise does not guarantee that your use of the Service will result in a successful capital raise, investor meetings, investor interest, or any other outcome. Capital-raising outcomes depend on numerous factors outside AutoRaise's control, including the quality of your deal, your company's financial performance, prevailing market conditions, investor appetite, and your own execution and participation.

7.4 Chargebacks. Except where a refund is owed under the Section 7.2 Guarantee, you agree not to initiate a chargeback, payment dispute, or reversal for any fee properly charged under these Terms. Initiating a chargeback in breach of this Section constitutes a material breach of these Terms and entitles AutoRaise to immediately suspend or terminate your access and to recover the disputed amount together with any associated fees and reasonable costs of collection.

8. Intellectual Property

8.1 AutoRaise IP. All content, technology, software, methodologies, algorithms, investor databases, outreach templates, branding, and platform infrastructure are the exclusive property of AutoRaise and its licensors. You are granted a limited, non-exclusive, non-transferable license to use the Service solely for your own capital-raising activities during the term of your subscription or engagement. Nothing in these Terms grants you any ownership interest in the Service.

8.2 Client IP. You retain all ownership rights in your Client Materials. By providing Client Materials, you grant AutoRaise a non-exclusive, royalty-free, worldwide license to use, reproduce, modify, and distribute such materials solely for the purpose of performing the Services during the term of your subscription or engagement.

8.3 Investor Data. Investor contact information, engagement data, and pipeline analytics generated through the platform are proprietary to AutoRaise. You may not export, scrape, copy, or otherwise extract investor contact data from the platform for use outside the Service.

9. Confidentiality

Each party agrees to hold in confidence any non-public information received from the other party in connection with the Service ("Confidential Information"). Confidential Information does not include information that: (a) is or becomes publicly available through no fault of the receiving party; (b) was known to the receiving party prior to disclosure; or (c) is independently developed without use of the disclosing party's Confidential Information. Notwithstanding the foregoing, you acknowledge and agree that AutoRaise may share your Client Materials with prospective investors as part of the Services, and that such sharing is an authorized and intended use of your Confidential Information.

10. Data & Privacy

By using the Service, you authorize AutoRaise to access the accounts and platforms you connect (including Google, LinkedIn, and email) solely for the purpose of conducting outreach and managing your investor pipeline. AutoRaise does not sell your personal data to third parties. Your data is handled in accordance with our Privacy Policy, which is incorporated into these Terms by reference.

You represent and warrant that any data, contact lists, or materials you provide are owned by you or that you have all necessary rights and permissions to use them, and that your use of such data complies with all applicable privacy and data protection laws.

11. Disclaimer of Warranties

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED. AUTORAISE EXPRESSLY DISCLAIMS ALL WARRANTIES, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. AUTORAISE DOES NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS.

AUTORAISE MAKES NO GUARANTEE THAT USE OF THE SERVICE WILL RESULT IN A SUCCESSFUL CAPITAL RAISE. CAPITAL RAISING OUTCOMES DEPEND ON NUMEROUS FACTORS OUTSIDE AUTORAISE'S CONTROL, INCLUDING BUT NOT LIMITED TO THE QUALITY OF YOUR DEAL, YOUR COMPANY'S FINANCIAL PERFORMANCE, PREVAILING MARKET CONDITIONS, INVESTOR APPETITE, AND YOUR OWN EXECUTION AND PARTICIPATION.

AUTORAISE MAKES NO REPRESENTATION OR WARRANTY REGARDING THE ACCURACY, RELIABILITY, OR COMPLETENESS OF ANY INVESTOR DATA, CONTACT INFORMATION, OR MARKET INTELLIGENCE PROVIDED THROUGH THE PLATFORM. AUTORAISE DOES NOT WARRANT THAT ANY INVESTOR CONTACTED THROUGH THE PLATFORM IS ACCREDITED, QUALIFIED, INTERESTED, OR LEGALLY PERMITTED TO INVEST IN YOUR OFFERING.

12. Limitation of Liability

IMPORTANT: This section substantially limits AutoRaise's liability. Please read carefully and consult independent legal counsel if you have questions.

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, AUTORAISE, ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, ANALYSTS, AND AFFILIATES SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO:

IN NO EVENT SHALL AUTORAISE'S TOTAL AGGREGATE LIABILITY TO YOU FOR ALL CLAIMS ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE EXCEED THE TOTAL SUBSCRIPTION FEES PAID BY YOU IN THE THREE (3) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

THE LIMITATIONS IN THIS SECTION APPLY REGARDLESS OF THE THEORY OF LIABILITY, WHETHER BASED IN CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY, OR ANY OTHER LEGAL OR EQUITABLE THEORY, AND REGARDLESS OF WHETHER AUTORAISE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

13. Indemnification

You agree to indemnify, defend, and hold harmless AutoRaise, Savvy Social Management Corp., Zastre & Co., and their respective officers, directors, employees, agents, analysts, contractors, and successors (collectively, the "Indemnified Parties") from and against any and all claims, demands, actions, damages, losses, liabilities, judgments, settlements, costs, and expenses (including reasonable attorneys' fees and legal costs) arising out of or related to:

This indemnification obligation survives the termination or expiration of your subscription or engagement and these Terms.

14. Termination

14.1 By You. You may cancel at any time by providing written notice to support@autoraise.app or through your account settings. Cancellation takes effect at the end of the current billing cycle.

14.2 By AutoRaise. AutoRaise reserves the right to suspend or terminate your access to the Service at any time, with or without cause, including for: violation of these Terms; non-payment; provision of false or misleading Client Materials; conduct that AutoRaise reasonably believes may expose it to legal liability; or any reason at AutoRaise's sole discretion.

14.3 Effect of Termination. Upon termination: (a) your right to use the Service ceases immediately; (b) AutoRaise will cease all outreach activities on your behalf; (c) you remain responsible for all fees accrued prior to termination; (d) no refund of any fee previously paid will be issued, except for a refund owed under the Section 7.2 Guarantee or where required by applicable law; and (e) any eligibility for the Section 7.2 Guarantee is immediately and permanently voided if termination is initiated by AutoRaise for cause or results from your breach of these Terms. Sections 5, 8, 9, 11, 12, 13, and 16 of these Terms shall survive termination.

15. Modifications to Terms

AutoRaise reserves the right to modify these Terms at any time. Updated Terms will be posted to AutoRaise.app/terms with a revised effective date. Your continued use of the Service following the posting of updated Terms constitutes acceptance of those changes. If you do not agree to the updated Terms, you must discontinue use of the Service and cancel.

16. Governing Law & Dispute Resolution

These Terms shall be governed by and construed in accordance with the laws of the Province of British Columbia and the applicable federal laws of Canada, without regard to its conflict of law provisions. Any dispute arising out of or relating to these Terms or the Service shall first be submitted to non-binding mediation. If mediation fails to resolve the dispute within 60 days, the parties agree to submit to binding arbitration administered in Vancouver, British Columbia. Each party shall bear its own costs in connection with any such proceeding. Nothing in this Section prevents either party from seeking injunctive or other equitable relief in a court of competent jurisdiction.

17. Entire Agreement

These Terms, together with the Privacy Policy, any engagement letter, and any other policies or agreements referenced herein, constitute the entire agreement between you and AutoRaise with respect to the subject matter hereof and supersede all prior and contemporaneous understandings, agreements, representations, and warranties, both written and oral.

18. Contact

If you have any questions regarding these Terms, please contact us at:

AutoRaise
Email: support@autoraise.app
Website: AutoRaise.app