Terms and Conditions

By engaging with Weraise, you agree to the following Terms of Service. These Terms are designed to comply with applicable U.S. federal and state laws, as well as international data privacy regulations, and reflect best practices in financial technology, SaaS, and regulated capital markets infrastructure.

Weraise Ventures, LLC is not, and does not operate as, a broker-dealer, investment adviser, or placement agent as defined by the U.S. Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA), or any state securities regulator.

Scope of Services & Deliverables

Weraise provides technology, marketing, and operations support to founders, fund managers, and business operators. These services may include:

  • Pitch Deck Development – Strategic positioning and professionally designed investor presentations

  • Content & Asset Creation – Investor-facing materials, templates, and messaging collateral

  • Outreach Infrastructure Configuration – Technical setup of client-authorized email or CRM tools

  • Website & Landing Page Development – Branded digital assets for fundraising and marketing

  • Paid Media & Marketing Execution – Deployment and optimization of performance advertising

  • Investor Messaging Frameworks – Foundational messaging and response templates for client-directed outreach

All deliverables are developed in support of client-managed campaigns and initiatives. Weraise provides services solely as a vendor of operational and strategic support.

Clarifying Weraise’s Role

Weraise provides marketing infrastructure, messaging support, and campaign tools to help clients manage their own investor communications. We are not a broker-dealer, investment advisor, placement agent, or fundraising intermediary. To be absolutely clear:

1. Marketing & Outreach Support Only

Weraise is a technology and services platform. We assist with setup, messaging, design, and performance optimization — but we do not initiate investor contact, conduct securities transactions, or participate in investment negotiations. All outbound communication is executed by the client using tools and templates configured on their behalf.

2. No Securities Activities

Weraise does not:

  • Offer, sell, or promote any investment

  • Provide investment advice or due diligence

  • Receive transaction-based compensation

  • Represent clients to investors in any financial capacity

Weraise’s support is strictly limited to marketing and technical enablement.

3. Client Control & Accountability

The client is solely responsible for:

  • Submitting truthful and accurate information

  • Approving all messaging and materials before use

  • Ensuring all campaign content complies with applicable securities, privacy, anti-spam, and advertising laws

  • Managing all investor interactions, disclosures, and follow-up obligations

Weraise does not verify or vouch for the content of client campaigns. Clients are responsible for representing their own business, investment opportunity, and claims made to prospective investors.

4. No Representation or Endorsement

Use of Weraise’s platform or services does not imply endorsement of any client, fund, company, investment, or raise. Weraise does not conduct vetting or diligence on client offerings, and makes no representation to investors regarding the legitimacy, quality, or viability of any raise.

Campaign Tools, Data, and Responsibility

Weraise may assist in the configuration of outreach tools, messaging frameworks, and communication infrastructure. However, Weraise does not send investor communications, initiate outreach, or interact directly with capital providers.

Clients are solely responsible for:

  • Executing all communications and investor engagement

  • Ensuring all outreach complies with applicable laws, including but not limited to:


    • U.S. CAN-SPAM Act

    • Canada’s Anti-Spam Legislation (CASL)

    • California Consumer Privacy Act (CCPA)

    • General Data Protection Regulation (GDPR)

    • SEC Rule 10b-5 and other anti-fraud statutes

    • State-level blue sky laws and privacy laws

  • Managing all investor responses, opt-out requests, unsubscribe workflows, and regulatory compliance obligations

Weraise shall not be held liable for:

  • Spam, blacklisting, or reputational consequences resulting from client outreach

  • Legal or regulatory action stemming from content, targeting, or unauthorized communications

  • Use of third-party communication tools or platforms configured during service delivery

Data Usage & Compliance

Weraise supports investor discovery and campaign optimization through AI-enhanced data enrichment of publicly available sources. No investor contact data is sold, licensed, or transferred to clients. All data is used internally to support configuration and performance workflows only.

  • Data is enriched based solely on publicly available, non-restricted sources

  • All unsubscribe and do-not-contact requests are maintained in a global suppression registry and applied across all current and future engagements

  • Weraise clients are prohibited from submitting data that was unlawfully obtained or lacks proper user consent under applicable privacy laws

  • Weraise is actively implementing investor record attribution back to primary public data sources (e.g., fund websites, SEC filings, company sites)

  • Weraise does not guarantee the accuracy or currency of investor contact data and makes no representations regarding investor interest or investment activity

Signals & Campaign Intelligence

Weraise analyzes anonymized and de-identified metadata across client campaigns to surface engagement patterns and outreach signal intelligence. This functionality is core to our proprietary capital markets enablement tools.

  • Signals are derived from aggregated reply behavior, timing, content performance, and campaign metadata

  • No personally identifiable investor data is shared across clients or platforms

  • Signal features do not constitute investment advice, solicitation, or recommendation

Payment Terms

  • All payments are due in advance of service delivery

  • Payments are non-refundable once services have commenced

  • Late payments are subject to a 1.5% monthly penalty (18% APR) or the highest rate permitted by applicable law

  • By submitting payment, the client acknowledges and agrees to all Weraise Terms of Service, including limitations of liability, scope of services, and compliance responsibilities

Renewal & Cancellation

  • Monthly services auto-renew unless canceled in writing with five (5) business days’ notice

  • Failure to cancel within the stated window will result in charges for the subsequent month

Intellectual Property

Unless otherwise stated in a separate written agreement:

  • All creative assets, software configurations, templates, scripts, campaign strategies, and data enrichment logic are the exclusive intellectual property of Weraise Ventures, LLC

  • Clients are granted a non-transferable, limited license to use deliverables for the duration of the engagement only

  • Clients may not resell, republish, distribute, or adapt any part of Weraise’s deliverables or proprietary frameworks

Confidentiality

Both parties agree to maintain the confidentiality of proprietary business, strategic, or financial information disclosed during the course of engagement.

  • Weraise may reference anonymized client success metrics or non-confidential engagements unless otherwise restricted by mutual written agreement

  • No sensitive business, technical, or investor information will be shared with third parties or published without express written consent

Compliance & Indemnification

Client agrees to indemnify, defend, and hold harmless Weraise Ventures, LLC, its employees, affiliates, and contractors against any and all claims, liabilities, costs, or proceedings resulting from:

  • Use or misuse of tools, templates, or infrastructure provided by Weraise

  • Outreach campaigns or content that violate anti-spam, privacy, securities, or marketing laws

  • Inaccurate or misleading statements made in investor communications

  • Failure to properly manage unsubscribes or data privacy obligations

Limitation of Liability

Weraise is not, and does not act as, a broker-dealer, registered investment advisor, placement agent, or underwriter under U.S. securities laws. We do not offer, sell, or promote any security or investment opportunity, nor do we receive transaction-based compensation.

Weraise expressly disclaims all liability arising from:

  • Failure to achieve capital raise or investor engagement targets

  • Campaign delivery failure, spam blacklisting, or reputational harm

  • Regulatory scrutiny related to your campaign execution

  • Platform downtime, third-party tool integration, or automation misfires

To the fullest extent permitted by law, Weraise’s total liability shall not exceed the fees paid by the client in the 30 days preceding any claim.

Termination

Engagement may be terminated by either party with written notice. Payments are non-refundable. Termination without five (5) business days’ notice prior to renewal will result in one additional month of fees.

Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of North Carolina, without regard to its conflict-of-law provisions. Any disputes shall be resolved in the state or federal courts located in Mecklenburg County, North Carolina.

Updates to Terms

Weraise reserves the right to update or modify these Terms of Service at any time. Revisions will be posted publicly and will become binding upon continued use of services.

For regulatory or legal inquiries, contact: legal@weraiseco.io