1. Agreement to Terms
By accessing or using the Investment Raise platform ("Service"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, do not use the Service. These Terms constitute a legally binding agreement between you and Investment Raise ("Investment Raise," "we," "us," or "our").
2. Service Description
Investment Raise provides a subscription-based software platform that enables general partners, fund managers, and investment professionals ("GPs") to:
- Launch and operate a branded investor portal under a custom subdomain or custom domain
- Manage limited partner (LP) relationships and contact records
- Securely store, organize, and distribute fund documents including capital call notices, K-1s, and quarterly reports
- Send targeted communications and updates to limited partners
- Access analytics on portal activity, document views, and LP engagement
The Service is intended solely for legitimate investment fund management purposes by accredited professionals. Investment Raise does not provide investment advice, legal advice, or financial advisory services.
3. Subscription and Billing
Access to the Service requires a paid subscription at $100 per month, billed monthly in advance. Your subscription begins on the date your account is activated and renews automatically each calendar month on the same date.
Payment is processed via our third-party payment processor. By providing payment information, you authorize Investment Raise to charge your payment method on a recurring monthly basis. All fees are stated in US dollars and are exclusive of applicable taxes, which you are responsible for paying.
We reserve the right to change subscription pricing with thirty (30) days' written notice. Continued use of the Service after a price change constitutes acceptance of the new price.
4. Cancellation Policy
You may cancel your subscription at any time through your account settings or by contacting support@investmentraise.com. Cancellation takes effect at the end of your current billing period.
Upon cancellation, your portal and all associated data will remain accessible until the end of the paid period, after which your portal will be deactivated. We do not provide refunds for partial months or unused subscription periods.
Following deactivation, your data will be retained for thirty (30) days, after which it will be permanently deleted. You are responsible for exporting any data you wish to retain before cancellation takes effect.
5. Account Responsibilities
You are responsible for maintaining the confidentiality of your account credentials and for all activity that occurs under your account. You agree to:
- Provide accurate, current, and complete information during registration
- Maintain and promptly update your account information
- Notify us immediately of any unauthorized access or security breach
- Maintain one account per legal entity — multiple accounts for the same fund are prohibited
- Not share account access with individuals outside your organization
Investment Raise is not liable for any loss or damage arising from your failure to maintain the security of your account credentials.
6. Acceptable Use
You may use the Service only for lawful fund management and investor relations purposes. You agree not to use the Service to:
- Violate any applicable law, regulation, or third-party right
- Distribute fraudulent, misleading, or materially inaccurate fund documents or communications
- Send unsolicited communications to individuals who have not consented to receive them
- Collect, store, or process personal data of minors without appropriate authorization
- Interfere with, disrupt, or attempt to gain unauthorized access to the Service or its underlying infrastructure
- Reverse-engineer, decompile, or derive source code from any part of the Service
- Resell, sublicense, or otherwise provide access to the Service to third parties outside your organization
We reserve the right to suspend or terminate accounts that violate this acceptable use policy, with or without prior notice, at our sole discretion.
7. Intellectual Property
Investment Raise owns all rights, title, and interest in the Service, including its software, design, trademarks, and underlying technology. These Terms do not grant you any intellectual property rights in the Service beyond a limited, non-exclusive, non-transferable license to use the Service during your subscription.
You retain full ownership of all fund data, documents, LP contact information, and other content you upload to the Service ("Customer Data"). By uploading Customer Data, you grant Investment Raise a limited license to process and store that data solely to provide the Service to you.
8. Limitation of Liability
To the maximum extent permitted by applicable law, Investment Raise's total cumulative liability to you for any claims arising from or related to the Service shall not exceed the total subscription fees you paid in the three (3) months immediately preceding the claim.
In no event shall Investment Raise be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, loss of data, or business interruption, even if advised of the possibility of such damages.
Investment Raise makes no warranty, express or implied, regarding investment performance, LP returns, fundraising outcomes, or any financial result achieved through the use of the Service. The Service is a technology platform, not a financial advisory or broker-dealer service.
The Service is provided "as is" and "as available" without warranties of any kind, including implied warranties of merchantability, fitness for a particular purpose, or non-infringement.
9. Governing Law and Dispute Resolution
These Terms are governed by the laws of the State of Delaware, United States, without regard to its conflict of law provisions. Any dispute arising from or related to these Terms shall be resolved exclusively in the state or federal courts located in Delaware, and you consent to personal jurisdiction in those courts.
10. Changes to These Terms
We may update these Terms at any time. We will notify you of material changes by email to the address on your account at least thirty (30) days before the changes take effect. Your continued use of the Service after the effective date constitutes acceptance of the revised Terms.
11. Text Messaging (SMS)
Investment Raise may send SMS text messages for account security and verification — for example, two-factor authentication codes and security alerts. SMS is strictly optional and requires your explicit opt-in; consenting to SMS is never a condition of creating an account or using the Service, and email-based verification is always available as an alternative. These are transactional security messages only — we never send marketing or promotional texts.
Message frequency varies based on your account activity, and message and data rates may apply. You may opt out at any time by replying STOP to any message, or reply HELP for assistance. For full details on how we use SMS and email communications, see our SMS Communications Policy.
12. Contact
If you have questions about these Terms of Service, please contact us at:
Investment Raise
Legal Department
legal@investmentraise.com