Terms of Service

These Terms of Service ("Terms") govern your access to and use of the DealTriage platform ("Service") operated by DealTriage Inc.("DealTriage", "we", "our", or "us"), a corporation incorporated in the Province of Ontario, Canada. By accessing or using the Service you agree to be bound by these Terms. If you do not agree you must not use the Service.

1. Description of Service

DealTriage is a software-as-a-service platform for investment banking M&A deal management. The Service connects to your authorized email accounts (Gmail or Microsoft Outlook) and uses artificial intelligence to classify emails, track buyers, monitor engagement, and organize deal pipelines.

2. Accounts

2.1 Eligibility

The Service is intended for business users aged 18 and older who are authorized to act on behalf of a professional organization (typically an investment bank, boutique advisory, or M&A advisory firm).

2.2 Account Creation

To use the Service you must create an account via an invitation from an administrator of a subscribed organization. You are responsible for maintaining the confidentiality of your credentials and for all activity that occurs under your account. You agree to notify us immediately of any unauthorized access.

2.3 Accurate Information

You agree to provide accurate, current, and complete information during registration and to keep that information up to date.

3. Acceptable Use

You agree not to use the Service to:

• Violate any applicable law, regulation, or third-party right;
• Transmit content that is illegal, fraudulent, defamatory, or that infringes intellectual property rights;
• Attempt to gain unauthorized access to the Service, other user accounts, or our infrastructure;
• Interfere with or disrupt the Service, the servers it runs on, or connected networks (including denial-of-service attempts, port scans, or probing for vulnerabilities);
• Reverse engineer, decompile, or attempt to extract the source code of the Service except to the extent that applicable law expressly prohibits this restriction;
• Resell, sublicense, or redistribute the Service without our written permission;
• Use the Service to train competing AI or machine-learning models;
• Send spam, unsolicited commercial messages, or otherwise abuse the email-integration features of the Service.

4. Email Access and Consent

The Service requires OAuth 2.0 authorization to read email from your connected provider (Gmail or Microsoft Outlook). By connecting your email account you grant DealTriage permission to access email content solely for the purposes described in our Privacy Policy. You may revoke this permission at any time via the DealTriage Settings page or your email provider's security console.

5. Subscription and Payment

Access to the Service is provided on a subscription basis. Subscription fees, billing cycles, and terms are specified in a separate order form or online purchase flow between your organization and DealTriage. Fees are non-refundable except as required by law or expressly set out in the order form.

6. Customer Data

6.1 Ownership

You retain all rights, title, and interest in and to the content you or your organization submit, upload, or transmit through the Service ("Customer Data"). You grant DealTriage a limited, non-exclusive, worldwide license to access, process, store, and transmit Customer Data solely to operate, maintain, and improve the Service for you.

6.2 Security

DealTriage implements technical and organizational safeguards described in the Privacy Policy to protect Customer Data. You are responsible for securing your credentials and for appropriate use of the Service by your personnel.

6.3 No Training on Your Data

DealTriage does not use Customer Data, including email content, to train its own AI models or those of its third-party providers. Email content sent to OpenAI for classification is processed under OpenAI's API Terms, which prohibit using API inputs to train their models.

7. Intellectual Property

The Service, including all software, designs, text, graphics, trademarks, and underlying technology, is owned by DealTriage Inc. or its licensors and is protected by Canadian and international intellectual property laws. Nothing in these Terms transfers ownership of DealTriage intellectual property to you. You may not use DealTriage trademarks without our prior written consent.

8. Third-Party Services

The Service integrates with third-party services including, without limitation, Microsoft (Microsoft Graph) and Google (Gmail API) for authorized email access, OpenAI for AI-based email classification, and additional category providers for hosting, managed database, edge security, and monitoring. A current list of named subprocessors is disclosed in our Privacy Policy and is available in full to enterprise customers under our Data Processing Addendum (DPA). Your use of any third-party service is governed by that provider's terms and privacy policy. DealTriage is not responsible for the availability or content of third-party services and disclaims liability for any losses arising from your use of them.

9. Service Availability

DealTriage strives to keep the Service available at all times but does not guarantee uninterrupted or error-free operation. We may perform scheduled maintenance or experience unscheduled downtime due to third-party dependencies. We disclaim any implied availability commitment except as expressly agreed in a separate service-level agreement.

10. Disclaimers

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND ACCURACY. AI CLASSIFICATIONS ARE PROVIDED AS DECISION-SUPPORT AND SHOULD NOT BE RELIED UPON WITHOUT HUMAN REVIEW FOR LEGAL, FINANCIAL, OR MATERIAL BUSINESS DECISIONS.

11. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, DEALTRIAGE INC. AND ITS AFFILIATES, OFFICERS, EMPLOYEES, AND AGENTS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, OR GOODWILL, ARISING OUT OF OR IN CONNECTION WITH YOUR USE OF THE SERVICE. DEALTRIAGE'S AGGREGATE LIABILITY UNDER THESE TERMS SHALL NOT EXCEED THE TOTAL AMOUNT PAID BY YOUR ORGANIZATION TO DEALTRIAGE IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

12. Indemnification

You agree to indemnify and hold harmless DealTriage Inc., its affiliates, and their respective officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable legal fees) arising out of or in any way connected with your breach of these Terms, your violation of applicable law, or your use of the Service in violation of a third-party right.

13. Termination

Either party may terminate the subscription in accordance with the applicable order form. DealTriage may suspend or terminate your access immediately if you materially breach these Terms, if required by law, or if we reasonably believe your use of the Service poses a security risk. On termination your right to access the Service ceases and we will delete Customer Data within thirty (30) days, except where retention is required by law.

14. Governing Law and Forum

These Terms are governed by the laws of the Province of Ontario and the federal laws of Canada applicable therein, without regard to conflict-of-laws principles. The parties submit to the exclusive jurisdiction of the courts located in Toronto, Ontario for any dispute arising out of or relating to these Terms or the Service.

15. Changes to the Terms

We may update these Terms from time to time. We will notify you of material changes by posting the updated Terms on our website and, where appropriate, by email or in-app notice. Continued use of the Service after changes become effective constitutes acceptance of the revised Terms.

16. Contact

Questions about these Terms should be directed to:

• Email: [email protected]
• Website: https://dealtriage.ai
• Registered entity: DealTriage Inc., Ontario, Canada

These Terms of Service are effective as of April 22, 2026.