Terms of Service

Effective date: March 8, 2025

1. Acceptance of Terms

By creating an account or using Brokerlytics (“the Service”), you agree to these Terms of Service. If you do not agree, do not use the Service.

2. Description of Service

Brokerlytics is an AI-powered document analysis tool designed for M&A advisors. It extracts and compares deal terms from Letters of Intent (LOIs), Indications of Interest (IOIs), and similar transaction documents, producing a structured Excel comparison matrix.

3. Your Responsibilities

  • You represent that you are authorized to upload and process any documents you submit to the Service.
  • You are responsible for ensuring that your use of the Service complies with any confidentiality agreements, NDAs, or fiduciary obligations applicable to the documents you upload.
  • You must not upload documents containing malicious code or prompt injection attacks.
  • You must not attempt to use the Service to extract information from other users’ sessions or circumvent usage limits.

4. Third-Party AI Processing

The Service uses Anthropic’s Claude API to analyze document content. By using the Service, you acknowledge and consent to your document text being transmitted to Anthropic’s infrastructure for processing. Please review our Privacy Policy for details on data handling, including Anthropic’s data retention practices.

5. Plans and Billing

  • Free plan: One analysis per calendar month.
  • Pro plan: Unlimited analyses at $49/month, billed via Stripe. You may cancel at any time through the billing portal; access continues through the end of the current billing period.
  • Prices are subject to change with 30 days’ notice to active subscribers.

6. Prohibited Use

You may not use the Service to:

  • Upload documents you are not authorized to share
  • Attempt to reverse-engineer, probe, or compromise the Service
  • Resell or sublicense access to the Service
  • Use the Service in any manner that violates applicable law

7. No Warranty

THE SERVICE IS PROVIDED “AS IS” WITHOUT WARRANTIES OF ANY KIND. AI-generated analysis may contain errors or omissions. Brokerlytics is a productivity tool — all outputs should be reviewed by a qualified advisor before reliance in any transaction.

8. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, BROKERLYTICS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, OR CONSEQUENTIAL DAMAGES ARISING FROM YOUR USE OF THE SERVICE, INCLUDING ANY LOSSES ARISING FROM RELIANCE ON AI-GENERATED OUTPUT.

9. Termination

We reserve the right to suspend or terminate accounts that violate these Terms. You may close your account at any time by contacting us.

10. Changes to Terms

We may update these Terms from time to time. Material changes will be communicated via email. Continued use of the Service after changes take effect constitutes acceptance.

11. Contact

Questions about these Terms: legal@brokerlytics.io