Platform Terms of Service

1. Acceptance of Terms

These Platform Terms of Service (“Terms”) are a binding agreement between Everbridge Funding Solutions LLC (“Company,” “we,” “us”) and the individual or entity that creates an account and subscribes to the Everbridge platform (“you,” “Subscriber”). By checking the “I agree” box and starting your subscription, you acknowledge that you have read, understood, and agree to be bound by these Terms.

2. The Service

Everbridge is a software platform (the “Platform”) that gives you self-service tools to research and evaluate potential business acquisitions. Your subscription includes:

• Access to the Everbridge Platform and its guided workflow
• The structured onboarding and readiness assessment
• Your Buy Box and deal-screening tools
• The Opportunity Lab, where you can build and work opportunities
• Educational content and self-service modeling tools

What the subscription does not include. Your monthly subscription does not include one-to-one live advisor engagement, and it does not include converting an opportunity into an active, advisor-led deal or the execution services that follow (such as document-room management, Quality of Earnings analysis, underwriting production, or closing support). Those are available as separate paid services, described in Section 12.

3. Subscription, Term, Billing & Automatic Renewal

Access to the Platform is provided on a 12-month subscription term, with the subscription fee of $49.00 per month (plus any applicable taxes) billed on a recurring monthly basis across that term. By subscribing, you commit to the full 12-month term and you authorize us and our payment processor to charge your payment method $49.00 per month for the duration of the term and each renewal term until you cancel as described below.

• Initial term. Your initial commitment is a fixed 12-month term beginning on the date your subscription starts. Monthly charges of $49.00 recur each month throughout the term.
• Automatic renewal into successive 12-month terms. At the end of your current 12-month term, your subscription automatically renews for another full 12-month term at the then-current price, and continues to renew for additional 12-month terms, unless you cancel before the start of the next term.
• Renewal reminder. Before each automatic renewal, we will send a reminder to your account email that states your renewal date, the length of the renewing term, and the price that will apply — including any change to that price — so you have a clear opportunity to cancel before you are charged for the new term.
• Price changes. We may change the subscription price. Any price change will be communicated to you in the renewal reminder before it takes effect and will apply to your next renewal term. If you do not want to renew at the new price, you may cancel before the renewal date.
• Promotional codes. We may offer promotional pricing, coupon codes, or introductory free or discounted periods. Any such offer is applied on top of — and does not shorten or waive — the 12-month commitment. Promotions are subject to their own terms and expiration and have no cash value.

4. Payment Processing

All payments are processed by Stripe, Inc., a PCI-compliant third-party payment processor. We do not store your full card details. By subscribing, you also agree to Stripe’s terms of service. If a payment fails and cannot be recovered, your access may be suspended until payment is resolved.

5. Cancellation & Refunds

Canceling future renewals. You may cancel at any time to stop your subscription from renewing into the next 12-month term. To do so, cancel before your renewal date (the reminder we send before each renewal tells you that date). When you cancel, your subscription will not renew for a new term, and your Platform access continues through the end of the term you are currently in.

During your committed 12-month term. Because your subscription is a 12-month commitment, canceling during a term stops the automatic renewal but does not end your current term early or entitle you to a refund of amounts paid or a waiver of remaining monthly charges for that term. Your access continues through the end of the committed term.

Except where required by law, subscription fees are non-refundable, and we do not provide refunds or credits for partial billing periods, unused time, or the unused remainder of a committed term.

To cancel, use the cancellation option in your account or contact us through everbridgefunding.com. We will confirm your cancellation and the date your subscription will end.

6. No Professional Advice

The Platform provides software tools and educational information only. We are not a broker-dealer, registered investment adviser, accounting firm, or law firm, and nothing on the Platform constitutes legal, tax, accounting, investment, or brokerage advice. Outputs, estimates, and models are informational and may contain errors or rely on assumptions or data you provide. You are responsible for your own decisions and are encouraged to engage independent licensed professionals before acting.

7. Acceptable Use

You agree not to:

• Use the Platform for any unlawful purpose or in violation of these Terms;
• Share, resell, or provide access to your account to any third party;
• Copy, scrape, reverse-engineer, or attempt to extract the Platform’s source code or underlying data;
• Interfere with, disrupt, or attempt to gain unauthorized access to the Platform or its systems;
• Upload unlawful, infringing, or malicious content.

8. Account Security & Usage

Your Everbridge account is for your sole use. You are responsible for keeping your credentials confidential and for all activity under your account. The Platform enforces a single-session policy: logging in from a new device will terminate any prior active session. We may suspend or terminate accounts that violate these Terms.

9. Intellectual Property & Your Data

The Platform, including its software, content, and branding, is owned by the Company and its licensors and is protected by intellectual property laws. We grant you a limited, non-exclusive, non-transferable license to use the Platform for your own acquisition research while your subscription is active.

You retain ownership of the information and documents you input (“Your Data”). You grant us a license to host and process Your Data solely to provide the Platform to you. We handle Your Data in accordance with our privacy practices.

10. Technology & AI Disclosure

The Platform uses artificial intelligence (“AI”) to assist with analysis, drafting, and data processing. We do not represent that AI-generated content is error-free or constitutes professional advice, and you should independently verify anything you rely on.

11. Disclaimer & Limitation of Liability

The Platform is provided “as is” and “as available” without warranties of any kind, whether express or implied, including fitness for a particular purpose. We do not warrant that the Platform will be uninterrupted or error-free.

To the maximum extent permitted by law, the Company’s total liability arising out of or related to these Terms shall not exceed the total subscription fees you paid in the three (3) monthspreceding the claim. We shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including lost profits or lost deals.

12. Additional Paid Services

If and when you decide to turn an opportunity into an active deal or to engage live advisory or execution services, those services are offered separately and are not covered by your monthly subscription. Their scope, fees, and terms will be presented to you and separately agreed at the time you choose to purchase them. You are under no obligation to purchase any additional service.

13. Modifications to These Terms

We may update these Terms from time to time. We will communicate material changes to active Subscribers by email before they take effect. Your continued use of the Platform after the effective date constitutes acceptance of the updated Terms. Your acceptance record references a specific version so we always know which version you agreed to.

14. Governing Law & Dispute Resolution

These Terms are governed by the laws of the State of Idaho, without regard to its conflict-of-law principles. Any dispute that cannot be resolved informally shall be resolved through binding arbitration seated in Boise, Idaho, administered under the rules of the American Arbitration Association. Judgment on the award may be entered in any court of competent jurisdiction.

15. Entire Agreement

These Terms constitute the entire agreement between you and the Company regarding your subscription to the Platform and supersede all prior discussions and agreements on that subject. Additional paid services, if purchased, are governed by their own separate terms as described in Section 12.