Terms of Service

What we provide

Verdalyze provides two categories of service:

Managed technology services. We act as an outsourced technology team for boutique advisory firms. This includes custom development, system integration, workflow automation, and ongoing technical support, delivered under a monthly retainer agreed in a separate services agreement.

Deal workflow platform. We provide a cloud-based platform for managing deal pipelines, tasks, documents, and reporting. Access to the platform is provided as part of a services engagement or on a per-seat subscription basis.

Your account

If you use the Verdalyze platform, you are responsible for keeping your login credentials secure and for all activity that occurs under your account. You must notify us immediately if you believe your account has been compromised.

Your data and content

You retain full ownership of all data, documents, financial models, and other materials you upload to the platform or share with us as part of a services engagement. We do not claim any ownership or licence over your content beyond what is necessary to deliver the service.

When a services engagement ends, we will return or delete your data within 90 days unless otherwise agreed or required by law. You may request a copy of your data at any time during the engagement.

Our responsibilities

We will:

• Deliver the services described in your services agreement with reasonable skill and care.
• Keep your data confidential and handle it in accordance with our privacy policy.
• Maintain the platform with reasonable availability, though we do not guarantee uninterrupted access.
• Notify you promptly of any security incident that may affect your data.

Your responsibilities

You agree to:

• Provide accurate information when setting up accounts and during the services engagement.
• Use the platform and services in compliance with applicable laws.
• Not attempt to reverse-engineer, copy, or redistribute any part of the platform.
• Not use the platform for any purpose other than your firm's legitimate business operations.

Fees and payment

Fees for managed services are agreed in a separate services agreement and are typically invoiced monthly in advance. Platform subscription fees, where applicable, are invoiced monthly or annually as agreed.

If payment is overdue by more than 30 days, we may suspend access to the platform until the outstanding amount is settled. We will give you written notice before any suspension.

We do not offer refunds for partial months of service. Price changes will be communicated with at least 30 days notice.

Confidentiality

Both parties agree to keep confidential any non-public information shared during the services engagement. This obligation survives the end of the engagement for a period of two years, or longer where required by the nature of the information (for example, deal-related data subject to NDA).

Intellectual property

The Verdalyze platform, including its code, design, and documentation, is owned by Verdalyze Ltd. Your use of the platform does not transfer any intellectual property rights to you.

Custom work developed specifically for your firm as part of a managed services engagement will be addressed in your services agreement. Unless otherwise agreed, custom integrations and automations built for your firm are owned by your firm. Underlying platform code and reusable components remain ours.

Limitation of liability

To the maximum extent permitted by law, Verdalyze is not liable for any indirect, incidental, or consequential damages arising from your use of our services, including loss of profits, data, or business opportunities.

Our total liability for any claim arising from the services is limited to the fees you have paid to us in the 12 months preceding the claim.

Nothing in these terms excludes or limits liability for death or personal injury caused by negligence, fraud, or any other liability that cannot be excluded by law.

Termination

Either party may end a managed services engagement in accordance with the notice period set out in the services agreement. Where no services agreement exists, either party may terminate with 30 days written notice.

Upon termination, we will return or delete your data as described in our privacy policy. Your obligation to pay for services already delivered survives termination.

Governing law

These terms are governed by the laws of England and Wales. Any disputes will be subject to the exclusive jurisdiction of the courts of England and Wales.

Changes to these terms

We may update these terms from time to time. We will note the date of the last update at the top of this page. Continued use of the services after changes constitutes acceptance of the updated terms. For significant changes, we will notify affected clients directly.

Contact

For questions about these terms: