Terms of Service

Bankerly provides software and document-preparation tools for companies preparing and managing a sale process. Bankerly is not a registered broker-dealer, investment adviser, law firm, or accounting firm, and does not provide investment, legal, or tax advice. Nothing on the platform — including valuation ranges, quality-of-earnings analyses, projections, or document drafts — is a recommendation to buy or sell any security or business, an appraisal, or a fairness opinion.

Analyses are educational estimates built from information you provide and publicly sourced data. Document drafts, including NDAs and other legal documents, are drafts for review by your own attorney. You are responsible for engaging qualified professionals (attorney, CPA, and, where required by law, a licensed intermediary) before acting on any output of the platform.

You must provide accurate information and keep your credentials confidential. You retain all rights in the documents and data you upload. You grant Bankerly a limited license to process that data solely to provide the service, including AI-assisted analysis and document generation. You represent that you have the right to upload the materials you provide.

The platform manages confidential processes. You agree not to circumvent access controls, share credentials, remove watermarks, redistribute materials received through the platform outside their permitted purpose, or use the service to violate law or third-party rights. We may suspend accounts that endanger the confidentiality or integrity of any process.

The platform, its software, templates, and brand are Bankerly's property or its licensors'. Documents generated for you from your data are yours to use for your transaction. Feedback you provide may be used to improve the service without obligation.

The service is provided "as is" and "as available." We do not warrant that any transaction will occur, that any valuation range reflects a price obtainable in the market, or that generated documents are error-free. AI-assisted outputs can contain mistakes; you must review them before use.

To the maximum extent permitted by law, Bankerly's aggregate liability arising out of the service is limited to the fees you paid to Bankerly in the twelve months preceding the claim, and Bankerly is not liable for indirect, incidental, consequential, or punitive damages, or for lost profits or lost transaction value. [TBD-201 — caps and carve-outs pending counsel review.]

You may close your account at any time; sections that by their nature survive (confidentiality, IP, liability) survive termination. [TBD-202 — governing law and venue pending counsel review.] We may update these terms with notice; continued use after the effective date constitutes acceptance.

Questions about these terms: legal@bankerly.ai.