Terms of Service

Paid features require a subscription. We (or our payment processor, e.g., Stripe) are authorized to charge the fees and applicable taxes displayed at purchase. Auto-renewal: Subscriptions renew unless canceled in your account before the renewal date. You may downgrade or cancel at any time; changes take effect at the end of the current billing period unless otherwise stated.

• Proration & Refunds: Unless required by law or stated on the checkout page, fees are non‑refundable and non‑creditable once a period begins.
• Usage‑based Features: Certain actions (e.g., generating LOIs or extensive AI processing) may incur per‑use charges disclosed in‑product.
• Taxes: You are responsible for all applicable taxes; we may collect when required.
• Late/Failed Payments: We may suspend or limit the Services until payment issues are resolved.

Ownership. You retain ownership of Content and Outputs. You grant us a worldwide, non‑exclusive, royalty‑free license to host, copy, process, transmit, display, and create limited derivative works from your Content and Outputs solely to operate the Services, provide features you initiate, comply with law, and improve security, reliability, and performance. We do not sell your Content or Outputs.

Integrations. When you enable Integrations, you authorize us to access and process data from those services as necessary to provide the requested functionality, subject to our Privacy Policy and any applicable DPA.

Prohibited or Sensitive Data. Unless the Services expressly request it, do not upload:

• Social Security numbers; government‑issued ID numbers; full financial account or payment card numbers; biometric identifiers; health information subject to HIPAA; or any data classified as sensitive under applicable law.
• Personal data of third parties without lawful basis and required notices/consents.

If you upload such data, you represent that you have a lawful basis, have provided all required notices, and have implemented appropriate safeguards (e.g., redaction, minimization). You will indemnify us for claims arising from prohibited uploads.

Your Representations. By uploading or processing Content through the Services, you represent and warrant that:

• You have all necessary rights, permissions, and authorizations to upload, process, and use the Content for the purposes you intend;
• Uploading the Content to the Services does not violate any confidentiality agreement, non-disclosure agreement (NDA), or similar obligation you may have with any third party;
• If the Content is subject to confidentiality restrictions (e.g., Offering Memoranda, Confidential Information Memoranda, or similar documents), you have either (a) obtained permission from the disclosing party to use a software service provider for analysis, or (b) determined in good faith that such use is within the scope of "Representatives" or "permitted use" under the applicable agreement;
• You will not upload Content that you know or reasonably should know would violate the proprietary or confidentiality rights of any third party.

Our Role. Deal Manager AI acts solely as a software service provider and processor of Content you choose to upload. We do not independently verify whether you have the right to upload any particular Content. We do not acquire ownership of, or any proprietary interest in, the Content you process through the Services. We process Content only to provide the Services you request and do not redistribute, resell, or share your Content with other customers.

Content Owner Complaints. If a third party believes their confidential information was uploaded to the Services without authorization, they may submit a removal request through our Content Removal Request page. We will promptly investigate and, where appropriate, remove or restrict access to the Content in question. We reserve the right to suspend or terminate accounts that repeatedly violate third-party rights.

Indemnification. You agree to indemnify, defend, and hold harmless Deal Manager AI, its officers, directors, employees, and agents from and against any claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or related to your breach of the representations in this section, including any claims by third parties that Content you uploaded violated their confidentiality, proprietary, or contractual rights.

The Services use the following third-party AI Providers via developer/enterprise API endpoints:

• Anthropic Claude — Primary AI for the Excel Add-in, document analysis, and financial modeling. Zero-retention policy; data deleted immediately after response.
• OpenAI — Embeddings, background formula audits, and optional alternative models. API data not used for training; retained up to 30 days for abuse monitoring.
• Google Gemini — Investor summary generation, image generation, and property search embeddings. Google Cloud commercial terms; customer data not used for training.
• Perplexity AI — Live market research and web search. Receives property address and research queries only.
• Manus AI (Meta) — Deal processing, document generation, and deep research. See Manus AI section below for detailed data handling.

We configure all API calls to use no-training settings where supported. Providers may retain limited logs for abuse detection, security, and billing in accordance with their terms.

• Your data is processed only to deliver the features you request and to operate the Services.
• We can make a DPA available upon request and list current sub-processors at your request or on a posted page.
• If you require additional controls (e.g., zero-retention settings where available), contact matt@dealmanagerai.com.

Accuracy & Reliance. AI outputs may contain errors, omissions, or bias. You are responsible for reviewing and verifying Outputs before relying on them for business, financial, legal, or investment decisions.

Manus AI (a Meta Company)

Manus AI was originally developed by a Chinese-backed company with headquarters in Singapore. In December 2025, Manus was acquired by Meta Platforms, Inc. and now operates under Meta ownership with servers hosted in the United States, subject to U.S. regulatory standards. Under Meta's API terms, Manus does not use private user data or task outputs to train its base models.

Data Protection. When Manus AI is used:

• Your uploaded documents are stored on our servers and processed by Claude. Raw files are not sent to Manus unless you explicitly attach them in a Manus chat session.
• Deal context (property details, financial metrics, workbook data) is transmitted to Manus when it processes your request.
• Manus is used when you select it from the model dropdown, and also during new deal analysis in Financial Analysis where Manus powers the initial deal processing workflow.
• Manus does not have access to your data from other deals, your account credentials, or your organizational memory.

We recommend you do not share sensitive information such as social security numbers, birthdates, or other personally identifiable information (PII) when using Manus AI.

For more details, see our Manus AI Disclaimer.

The Services integrate with third‑party property data providers including ATTOM Data Solutions,LightBox (LightboxRE), RentCast, First Street Foundation (Flood Data), and Apollo.io to provide property intelligence, parcel data, flood risk analysis, contact enrichment, and market analytics. Your use of data from these providers is subject to their respective licensing terms and restrictions. For links to provider terms, see our Privacy Policyor contact matt@dealmanagerai.com.

Exports & Attribution. If you export files (e.g., Excel, PDF, CSV) containing third-party property data, the Services will include a footer such as: "Data Sources: ATTOM / LightBox / RentCast / First Street / Apollo ©. Licensed for use within Deal Manager AI. No redistribution or resale." You agree not to remove or alter these notices and to distribute exports only within your license scope.

Prohibited Uses. Unless expressly permitted by your license, you may not (i) redistribute or resell provider data, (ii) build or host a competing dataset or service, (iii) bulk export at scale, (iv) use the data to train or fine-tune AI models, or (v) make provider data publicly accessible.

Access to data from third-party property data providers (e.g., ATTOM, LightBox, RentCast, First Street, Apollo) is restricted to your organization's authorized users covered by your applicable licenses or order forms. You may not permit access by unaffiliated third parties unless your license explicitly allows redistribution or OEM embedding.

The Services allow you to store and retrieve documents and snippets (the "Research Library"). Items saved to the Research Library are scoped to your account or workspace and are not shared across tenants.

• No Model Training: We do not use your Research Library to train or fine-tune machine-learning models.
• Licensed Data: Content originating from licensed data sources (e.g., ATTOM, LightBox, RentCast, First Street, Apollo) may be used for ephemeral AI processing and user-scoped retrieval but will not be used to create derivative datasets or global indices.
• Retention: We may apply short-term caching and retention limits to licensed data for performance and abuse prevention.

• Ownership: You own your Content and Outputs; we own the Services and aggregated/anonymized insights we create that do not identify you.
• Retention: We retain Content and Outputs while your account is active and as needed to provide the Services, meet legal obligations, enforce agreements, and prevent abuse. We may keep minimal logs/metadata for billing, security, and compliance.
• Deletion: You may request deletion via account settings or by contacting matt@dealmanagerai.com. We will act without undue delay, subject to legal retention and backup constraints.

• Encryption in transit (TLS) and encryption at rest for sensitive data; logical access controls and audit logging.
• No method of transmission or storage is 100% secure; we cannot guarantee absolute security.
• Responsible disclosure: report security issues to matt@dealmanagerai.com.

• We process personal data in accordance with applicable laws (e.g., GDPR, CCPA/CPRA) as described in our Privacy Policy.
• If you upload regulated data (e.g., HIPAA, GLBA, FINRA), you are responsible for compliance and acknowledge the Services may not be designed for such regulated workloads unless expressly agreed in writing.
• International transfers may occur; we implement appropriate safeguards where required by law.

No uptime or availability commitments apply unless we agree in a separate written SLA. Beta or preview features are offered "AS IS" and may be modified or discontinued at any time.

THE SERVICES AND ALL OUTPUTS ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND.

• Analytics, valuations, and projections are estimates and may be inaccurate or incomplete.
• You are responsible for independent verification and professional advice before relying on Outputs.
• We do not warrant uninterrupted service, error‑free operation, or suitability for any particular purpose.

No Professional Advice. Outputs are not legal, financial, tax, or investment advice. Seek qualified professional guidance before relying on Outputs.

• TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE ARE NOT LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR LOST PROFITS, REVENUES, OR DATA.
• OUR AGGREGATE LIABILITY FOR ALL CLAIMS WILL NOT EXCEED THE AMOUNTS YOU PAID IN THE 12 MONTHS BEFORE THE EVENT GIVING RISE TO LIABILITY OR US$100, WHICHEVER IS GREATER.
• You will indemnify and hold us harmless from third‑party claims arising from your Content, prohibited uploads, unlawful use, or violation of third‑party rights or law.

These Terms are governed by the laws of the State of Delaware, without regard to conflict of law rules.

Arbitration & Class Action Waiver. Any dispute arising from these Terms or the Services will be resolved by binding arbitration on an individual basis in accordance with the rules of the American Arbitration Association (AAA) or JAMS, as selected by the initiating party. The arbitration will be conducted in Delaware, unless otherwise agreed. YOU WAIVE ANY RIGHT TO PARTICIPATE IN A CLASS ACTION OR CLASS‑WIDE ARBITRATION. Nothing prevents either party from seeking injunctive relief for misuse of IP or breach of confidentiality in a court of competent jurisdiction.

Questions? Contact matt@dealmanagerai.com.

For privacy or deletion requests, see the Privacy Policy or email matt@dealmanagerai.com.