Legal
Effective Date: July 20, 2026 · Last Updated: July 20, 2026
These Beta Terms of Service (“Terms”) constitute a legally binding agreement between you (“you,” “your,” or “User”) and SearchSync Technologies, Inc., a Delaware corporation (“Company,” “we,” “us,” or “our”), governing your access to and use of SearchSync (“Platform” or “Service”), including all features, content, and services provided through https://www.searchsync.com/.
By accessing or using SearchSync, you agree to be bound by these Terms. If you do not agree to these Terms, you must not access or use the Platform.
SearchSync is currently offered through an invitation-only Beta program (the “Beta Program”). The Beta Program is a hand-selected, invitation-only testing program. Access is provided free of charge solely for testing, evaluation, and feedback purposes. We may add or remove participants, features, and functionality at any time in our sole discretion.
To participate in the Beta Program, you must:
By using SearchSync, you represent and warrant that you meet all of these eligibility requirements.
We reserve the right to modify these Terms at any time at our sole discretion. If we make material changes, we will notify you by email to the address associated with your account. Your continued use of SearchSync after such modifications constitutes your acceptance of the modified Terms. If you do not agree to modified Terms, your sole remedy is to stop using the Platform.
SearchSync is an investment portfolio management and tracking platform designed for search fund investors, searchers, and operators. The Platform provides tools to:
SearchSync includes AI agent functionality that can be enabled on a per-investment basis:
Email Processing: Each investment can be assigned a custom email address. When financial updates, reports, or documents are sent to this email address, the AI agent can automatically extract relevant financial data from email attachments, process uploaded files (PDF, Excel, CSV, images), create appropriate ledger entries categorizing revenue, expenses, distributions, and other financial transactions, and generate summaries of the financial update.
Manual Upload Processing: Users can upload files directly to an investment and choose whether to have the AI agent automatically process the files or manually enter information.
AI Chatbot: Users can interact with an AI chatbot at the investment level to ask questions, request information, or analyze data related to that specific investment.
Important AI Limitations: The AI agent is experimental, pre-release technology. It may misinterpret financial data or categorize transactions incorrectly, fail to extract information accurately from documents, produce incomplete or erroneous ledger entries, provide inaccurate responses through the chatbot, and experience processing delays, failures, or timeouts. You are solely responsible for verifying all AI-generated information, ledger entries, and analyses before relying on them for any purpose.
SearchSync is pre-release software under active development. You expressly acknowledge and agree that:
Software Instability. Features may be incomplete, partially functional, or non-functional; the Platform may crash, freeze, become unresponsive, or fail to load; performance may be slow, inconsistent, or degraded; user interface elements may change without notice; and integration features may not work as expected or at all.
Data Risks. Data loss, corruption, or deletion may occur. We maintain regular backups but make no commitment regarding backup reliability, frequency, or restoration capability during Beta. While Beta data is intended to persist, in extraordinary circumstances — such as significant technical failures or architectural changes — we may need to reset portions of, or all of, the Platform, which could result in data loss. Financial calculations, analytics, and reports may contain errors or inaccuracies; uploaded documents may be lost, corrupted, or become inaccessible; and AI-processed information may be incorrect, incomplete, or misleading.
Service Availability. The Platform may be unavailable, inaccessible, or offline at any time. We provide no uptime guarantees, service level agreements, or availability commitments. Scheduled or unscheduled maintenance may occur without advance notice. We may modify, suspend, or discontinue any feature at any time without liability, and we may terminate the Beta Program at any time without notice.
Security Limitations. Security features may be incomplete or under development; authentication mechanisms may not be fully hardened; data encryption and protection measures are implemented but may contain vulnerabilities; and access controls may not function as intended.
DO NOT USE SEARCHSYNC FOR:
SearchSync is a data aggregation, tracking, and reporting tool. SearchSync does NOT:
SEARCHSYNC IS NOT AN INVESTMENT ADVISER. THE PLATFORM PROVIDES DATA AGGREGATION, TRACKING, AND REPORTING TOOLS FOR INFORMATIONAL PURPOSES ONLY.
Nothing provided through SearchSync, including but not limited to data visualizations, financial analytics, AI-generated summaries, chatbot responses, portfolio metrics, performance calculations, or any other information, constitutes investment advice or recommendations, an offer to buy or sell securities, solicitation of investments, financial planning or advisory services, or tax or legal advice.
All investment decisions are solely your responsibility. You must conduct your own due diligence, analysis, and research. You should consult with qualified financial, tax, and legal advisors before making any investment decisions.
SearchSync Technologies, Inc. is not acting as your fiduciary, adviser, or agent. We do not owe you any duties of loyalty, care, or disclosure beyond those explicitly stated in these Terms. The provision of the SearchSync Platform does not create any advisory, fiduciary, or confidential relationship between you and the Company.
WE MAKE NO WARRANTIES OR REPRESENTATIONS REGARDING THE ACCURACY, COMPLETENESS, RELIABILITY, CURRENTNESS, OR QUALITY OF ANY DATA, CALCULATIONS, ANALYTICS, OR INFORMATION PROVIDED THROUGH SEARCHSYNC.
Financial data, investment metrics, performance calculations, AI-generated ledger entries, portfolio analytics, and reports may contain errors, inaccuracies, or omissions; be delayed or outdated; result from incorrect AI processing or user input errors; reflect technical glitches or software bugs; or misrepresent actual investment performance or financial position.
You are solely responsible for verifying all information independently before making decisions, maintaining independent records of your investments, reconciling Platform data with external sources, identifying and correcting errors in AI-processed information, and not relying solely on SearchSync for investment tracking or reporting.
Past performance data is not indicative of future results. Investment returns shown in SearchSync may not reflect actual or future performance. Projections, forecasts, or hypothetical scenarios are speculative and may not occur. YOU MAY LOSE MONEY ON YOUR INVESTMENTS. SearchSync does not guarantee any investment returns, outcomes, or results.
You are solely responsible for determining whether your use of SearchSync and your investment activities comply with all applicable laws, regulations, and obligations, including but not limited to federal and state securities laws, investment adviser registration requirements, anti-money laundering (AML) regulations, Know Your Customer (KYC) requirements, tax reporting and withholding obligations, fiduciary duties to clients or fund investors, and disclosure obligations to investors or regulatory authorities. SearchSync Technologies, Inc. makes no representation that your use of SearchSync constitutes compliance with any regulatory requirements. We do not monitor or enforce your compliance with applicable laws.
SearchSync does not provide tax advice. You are solely responsible for determining the tax implications of your investments, maintaining adequate records for tax reporting, filing all required tax returns and schedules, and consulting qualified tax advisors regarding your specific situation. The Platform may display or calculate certain information that could be relevant for tax purposes, but we make no representation that such information is accurate, complete, or suitable for tax reporting. Always consult a qualified tax professional.
All information generated by SearchSync's AI agent, including ledger entries, transaction categorizations, financial summaries, and chatbot responses, is produced by automated algorithms and machine learning models. AI-generated information may be incorrect, incomplete, biased, or misleading. You must independently verify all AI-generated information before relying on it. The AI agent is a tool to assist with data entry and organization, not a substitute for human judgment, professional expertise, or independent verification.
Nothing provided by SearchSync or its personnel — including customer support, onboarding, product demonstrations, implementation or configuration assistance, training, emails, meetings, calls, or any other communications — constitutes investment, legal, tax, accounting, or other professional advice, or an investment recommendation. Any such communications are provided for general informational and product-support purposes only and do not create any advisory or fiduciary relationship. You should consult your own qualified professional advisors before making any investment, legal, tax, or financial decision.
To use SearchSync, you must create an account. You agree to provide accurate, current, and complete information during registration; maintain and promptly update your account information; keep your login credentials confidential and secure; and notify us immediately of any unauthorized access or security breach. You are responsible for all activities that occur under your account, whether or not authorized by you.
SearchSync uses Clerk for authentication services, which supports multi-factor authentication (MFA). While MFA is not required during the Beta Program, we strongly recommend enabling it for additional account security.
You agree to use a strong, unique password for your SearchSync account; not share your account credentials with any third party; not allow others to access your account; log out from shared or public devices; and implement reasonable security measures on devices used to access SearchSync. We are not responsible for any loss or damage arising from your failure to maintain account security.
We reserve the right to suspend or terminate your account immediately, without prior notice, if you violate these Terms or any applicable law, your account is used for unauthorized or fraudulent activity, we reasonably believe your account poses a security risk, or we determine, in our sole discretion, that termination is necessary.
You may use SearchSync solely for testing and evaluating the Platform's functionality during the Beta Program; tracking your own investments or investments for which you have authorization; providing feedback to improve the Platform; and personal, non-commercial investment tracking purposes.
You agree NOT to engage in the following:
Illegal or Fraudulent Activities: using SearchSync for any illegal purpose or in violation of any laws; engaging in money laundering or terrorist financing; conducting fraudulent transactions or misrepresenting information; violating securities laws or regulations; or engaging in insider trading or market manipulation.
Unauthorized Access or Misuse: accessing or attempting to access other users' accounts or data without authorization; circumventing, disabling, or interfering with security features or access controls; reverse engineering, decompiling, or disassembling the Platform; using automated tools, bots, or scripts without our written permission; probing, scanning, or testing vulnerabilities of the Platform or networks; or attempting to gain unauthorized access to our systems, servers, or databases.
Harmful Activities: uploading or transmitting viruses, malware, or malicious code; interfering with or disrupting the Platform, servers, or networks; imposing an unreasonable load on our infrastructure; or conducting any denial-of-service attacks or similar activities.
Data and Content Violations: uploading false, misleading, or fraudulent information; violating any third-party intellectual property, privacy, or proprietary rights; uploading content containing personally identifiable information of third parties without consent; or using data scraped or harvested from SearchSync for any purpose.
Misrepresentation: impersonating any person or entity; falsely representing your relationship with any person or entity; or misrepresenting your credentials, licenses, or qualifications.
Competitive or Commercial Misuse: using SearchSync to develop a competing product or service; reselling, sublicensing, or redistributing access to the Platform; or using the Platform for commercial purposes without our written consent.
You agree to comply with all applicable U.S. export control laws and regulations. You represent that you are not located in, under the control of, or a national or resident of any embargoed country or on any U.S. government list of prohibited or restricted parties.
If you violate any provision of these Terms, we may immediately terminate your access to SearchSync; delete your account and all associated data; report your activities to appropriate law enforcement authorities; take legal action to enforce our rights; and seek damages and attorney's fees.
SearchSync, including all software, algorithms, machine learning models, AI agents, user interfaces, designs, graphics, text, data structures, database schemas, documentation, and all intellectual property rights therein, is owned exclusively by SearchSync Technologies, Inc. and protected by copyright, trademark, patent, trade secret, and other intellectual property laws. These Terms do not grant you any ownership rights in SearchSync. All rights not expressly granted are reserved by the Company.
Subject to your compliance with these Terms, we grant you a limited, non-exclusive, non-transferable, non-sublicensable, revocable license to access and use SearchSync solely for the permitted purposes described in these Terms during the Beta Program. This license automatically terminates upon your violation of these Terms, termination of your account, conclusion of the Beta Program, or our decision to revoke access for any reason.
You retain all ownership rights in data, documents, and information you upload to SearchSync (“User Content”). By uploading User Content, you grant us a limited license to store, process, and display your User Content to provide the Platform services; use AI algorithms to process your User Content to generate ledger entries and analytics; back up your User Content as part of our data backup procedures; and use aggregated, anonymized data derived from User Content for service improvement and analytics.
We will not sell your User Content to third parties; use your specific investment data for any purpose other than providing you the Service; share your User Content with other users (except as directed by you); or claim ownership of your User Content.
If you provide us with any feedback, suggestions, comments, ideas, improvements, bug reports, feature requests, or recommendations regarding SearchSync (“Feedback”), you assign to us all right, title, and interest in such Feedback, including all intellectual property rights; waive any moral rights or attribution rights you may have; agree we may use Feedback without restriction, compensation, or obligation to you; represent that your Feedback does not infringe any third-party rights; and agree to cooperate with us to document or perfect our rights in the Feedback. We may use Feedback to improve SearchSync, develop new features, or for any other business purpose without any obligation to you.
As a Beta Program participant, you agree that all aspects of SearchSync, including but not limited to features, functionality, performance, interface designs, algorithms, business model, roadmap, bugs, and the existence and details of the Beta Program itself, constitute confidential and proprietary information.
You agree not to disclose any information about SearchSync to third parties without our written consent; post screenshots, videos, or descriptions of SearchSync on social media or public forums; discuss the Beta Program publicly or with non-participants; or allow others to observe or access the Platform through your account. These confidentiality obligations are in addition to, and supplement, any separate Mutual Non-Disclosure Agreement you have executed with SearchSync (the “NDA”), and survive termination of your account or the Beta Program for a period of three (3) years. The NDA governs the parties' confidentiality obligations, and in the event of any conflict or inconsistency between the NDA and these Terms regarding confidentiality, the NDA controls.
“SearchSync” and associated logos are trademarks of SearchSync Technologies, Inc. You may not use our trademarks without our prior written permission.
You retain all ownership rights to your User Content, including all investment data, financial documents, and information you upload to SearchSync. Our rights to your data are limited to technical processing necessary to provide the Service; AI analysis to generate ledger entries and analytics as requested by you; aggregated, anonymized analytics for service improvement (where your specific data cannot be identified); and compliance with legal obligations, court orders, or regulatory requirements.
By using SearchSync, you authorize us to process your uploaded documents using AI algorithms; analyze your financial data to generate ledger entries; store your data on servers operated by Google Cloud Platform (GCP); use AI models to provide chatbot responses to your queries; and generate reports and analytics based on your data. We process your data solely to provide you the Service. We do not sell your data or use it for marketing purposes.
You acknowledge and agree that your uploaded content and User Content may be processed using third-party AI service providers (including, as described in our Privacy Policy, providers such as Anthropic and models accessed via OpenRouter), in addition to Google Cloud Platform infrastructure, solely to provide the functionality you request. Your data is not used to train third-party commercial AI models, and these providers are contractually permitted to use your data only to provide services to us. You may disable AI processing on a per-investment basis at any time.
We maintain regular backups of Platform data. However, during the Beta Program, we make no commitments or guarantees regarding backup frequency or reliability, ability to restore data from backups, duration of backup retention, or recovery time objectives. You are solely responsible for maintaining independent records and backups of your investment data. Do not rely on SearchSync as your only source of investment records during the Beta Program.
You may export your data at any time on a per-investment basis in XLSX (Microsoft Excel spreadsheet) and PDF (Portable Document Format reports) formats. We will provide reasonable assistance to facilitate data export upon request. However, during Beta, export features may be incomplete or contain formatting errors.
Account Termination: If your account is terminated, we will delete your User Content within thirty (30) days unless legal or regulatory requirements mandate longer retention, the data is subject to a legal hold or pending dispute, or the data has been aggregated and anonymized (no longer personally identifiable).
Requesting Deletion: You may request data deletion at any time by emailing info@searchsync.com. We will delete your User Content within thirty (30) days, subject to the exceptions above. Because Beta remains pre-release software, we continue to recommend that you export and independently retain any data you wish to keep.
Your use of SearchSync is also governed by our Privacy Policy, which is incorporated into these Terms by reference and describes how we collect, use, share, retain, and protect your information, including our use of AI processing, cloud hosting, backups, data retention and deletion, anonymized and aggregated data, analytics, and diagnostic data. By using SearchSync, you consent to the practices described in our Privacy Policy. In the event of a conflict between these Terms and the Privacy Policy regarding the handling of personal information, the Privacy Policy controls.
During the Beta Program, you agree that we may collect and process diagnostic and telemetry information, including crash reports, error logs, usage analytics, performance metrics, device and session information, and similar technical data, as necessary for debugging, security, reliability, monitoring, and product improvement. This information is handled as described in our Privacy Policy. Where such data is associated with your account we use it to operate and improve the Service, and we may also use aggregated and de-identified telemetry for analytics and product development.
By accepting these Terms (including by clicking “I Agree”) and by accessing or using SearchSync, you acknowledge, represent, and agree to the following. These acknowledgments are contractual terms that become effective upon your acceptance of these Terms, and you need not separately affirm each one.
You understand that SearchSync is pre-release software under active development; that the Platform may be unstable, unreliable, incomplete, or non-functional; that features may change, break, or be removed without notice; and that bugs, errors, and unexpected behavior should be expected.
You understand that data loss, corruption, or deletion may occur, and that, in extraordinary circumstances, the Company may need to reset portions of or all of the Platform, which could result in data loss. You agree to maintain independent backups and records of all important investment data and not to rely on SearchSync as your sole or primary system of record for investment tracking.
You understand that SearchSync does not provide investment advice or recommendations; that you will not make investment decisions based solely on information provided by SearchSync without independent verification; that all AI-generated information, calculations, and analytics may be inaccurate and require verification; and that you are solely responsible for your investment decisions and regulatory compliance.
You understand that your participation is for testing, evaluation, and feedback purposes only; that you will not use SearchSync for business-critical operations or production investment management; and you agree to promptly report bugs, errors, and issues and to provide constructive feedback on features, functionality, and user experience.
You understand that there are no warranties, uptime guarantees, or service level agreements during Beta; that the Service may be unavailable, slow, or non-functional at any time; and that support may be limited or unavailable.
You agree to keep all information about SearchSync confidential and not to disclose it to third parties, and not to post about, screenshot, or publicly discuss the Beta Program without our written permission. You understand this confidentiality obligation survives for three (3) years after termination. These obligations are in addition to, and governed by, any Mutual Non-Disclosure Agreement you have executed, as described in Section 6.5.
You understand that there is no guarantee your Beta account or data will transition to the production version; that the Company may require starting fresh with new accounts for the production release; and that new terms and conditions will apply to production versions.
You understand that Beta access is provided free of charge; that, because this is free, pre-release software, the Company's liability is limited as set out in Section 10; and that you use SearchSync at your own risk.
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, SEARCHSYNC IS PROVIDED “AS IS,” “AS AVAILABLE,” AND “WITH ALL FAULTS.”
SearchSync Technologies, Inc., its affiliates, officers, directors, employees, agents, licensors, and service providers (collectively, “Company Parties”) expressly disclaim all warranties of any kind, whether express, implied, or statutory, including but not limited to warranties of merchantability, fitness for a particular purpose, title, and non-infringement; warranties that the Platform will be uninterrupted, error-free, secure, or virus-free; warranties regarding the accuracy, reliability, completeness, or timeliness of any content, data, or information; warranties that defects will be corrected; and warranties regarding the results or outcomes from use of the Platform.
The Company Parties do not warrant that SearchSync will meet your requirements or expectations; that the Platform will operate continuously or be available at any time; that data will be accurate, complete, or reliable; that AI-generated information will be correct or suitable for any purpose; that your data will be secure or will not be lost; that errors or bugs will be fixed; that the Beta Program will continue for any specific duration; or that you will receive access to the production version.
No oral or written information or advice given by the Company or its representatives shall create a warranty. Some jurisdictions do not allow the exclusion of implied warranties; in such jurisdictions, some of the above exclusions may not apply to you, and you may have other rights that vary by jurisdiction.
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, AND EXCEPT FOR LIABILITIES THAT CANNOT BE EXCLUDED OR LIMITED UNDER APPLICABLE LAW (SEE SECTION 10.6), THE TOTAL AGGREGATE LIABILITY OF THE COMPANY PARTIES ARISING OUT OF OR RELATING TO THESE TERMS OR YOUR USE OF OR INABILITY TO USE SEARCHSYNC WILL NOT EXCEED FIFTY U.S. DOLLARS (US$50) IN THE AGGREGATE FOR ALL CLAIMS.
This limitation reflects the allocation of risk between the parties and the fact that SearchSync is provided free of charge during the Beta Program. Subject to the foregoing cap and to the maximum extent permitted by applicable law, the Company Parties will not be liable for any damages, losses, costs, or expenses arising from or related to:
TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL THE COMPANY PARTIES BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES; DAMAGES FOR LOST PROFITS, REVENUE, BUSINESS OPPORTUNITIES, DATA, GOODWILL, OR ANTICIPATED SAVINGS; DAMAGES ARISING FROM BUSINESS INTERRUPTION; DAMAGES RESULTING FROM INVESTMENT LOSSES OR FINANCIAL HARM; OR ANY OTHER DAMAGES WHATSOEVER.
This exclusion applies regardless of the legal theory (contract, tort, negligence, strict liability, or otherwise), whether we were advised of the possibility of such damages, and whether such damages were foreseeable.
You expressly assume all risks associated with using pre-release software, potential data loss or corruption, inaccurate or erroneous information, service unavailability or interruptions, and any reliance on SearchSync for any purpose. You acknowledge that you have been specifically warned of these risks and choose to use SearchSync despite them.
You acknowledge that the disclaimers and limitations in these Terms are fundamental elements of the basis of the bargain between you and the Company; that we would not provide free access to the SearchSync Beta without these limitations; that these limitations allocate risks between you and the Company; and that these limitations will apply even if any limited remedy fails of its essential purpose.
Some jurisdictions do not allow limitations on liability or the exclusion of certain damages. In such jurisdictions, the Company's liability shall be limited to the greatest extent permitted by law.
Nothing in these Terms excludes or limits the Company Parties' liability to the extent such liability cannot be excluded or limited under applicable law, including liability for fraud or fraudulent misrepresentation, for gross negligence or willful misconduct, for death or personal injury caused by negligence, or for any other liability that cannot lawfully be limited. If applicable law does not permit the US$50 aggregate cap or any exclusion set out in this Section 10, the Company Parties' liability will be limited to the greatest extent permitted by applicable law.
You agree to indemnify, defend, and hold harmless the Company Parties from and against any and all claims, liabilities, damages, losses, costs, and expenses (including reasonable attorneys' fees and court costs) arising from or relating to your use or misuse of SearchSync; your violation of these Terms; your violation of any applicable law, regulation, or third-party right; your User Content or any content you upload to the Platform; any investment decisions or actions you take; your failure to comply with securities laws, tax obligations, or regulatory requirements; any negligent or wrongful acts or omissions by you; any claim that your User Content infringes or violates third-party intellectual property or proprietary rights; any claim arising from your breach of confidentiality obligations; and any unauthorized access to your account due to your failure to maintain security.
You agree to cooperate fully in the defense of any such claim. We reserve the right, at our own expense, to assume the exclusive defense and control of any matter subject to indemnification by you, and you agree not to settle any such matter without our prior written consent. This indemnification obligation survives termination of these Terms and your use of SearchSync.
The Beta Program is offered on an ongoing, invitation-only basis and has no fixed end date. We reserve the right to extend, shorten, pause, or terminate the Beta Program at any time without notice; to modify the number of participants or features available; and to transition the Platform to a production release on terms we determine.
You may stop using SearchSync and terminate your account at any time by emailing info@searchsync.com with your termination request or by ceasing to access or use the Platform. We recommend exporting your data before terminating your account.
We may terminate your access to SearchSync immediately, without prior notice, for any reason or no reason, including but not limited to violation of these Terms; violation of applicable laws or regulations; conduct that we determine, in our sole discretion, is harmful to the Platform, other users, or the Company; security concerns; extended inactivity; technical or business reasons; or conclusion of the Beta Program.
Immediate Effects: Your access to SearchSync will be immediately revoked, you will no longer be able to access your User Content through the Platform, and your license to use SearchSync automatically terminates.
Data Deletion: We may delete your User Content within thirty (30) days after termination. You should export any data you wish to retain before termination. While we may, in our discretion, provide you a limited opportunity to retrieve or export your data following termination, we are not obligated to do so, and you should not rely on post-termination access; we therefore recommend that you export your data before your account is terminated.
Surviving Provisions: Confidentiality obligations (Section 6.5, surviving 3 years), intellectual property provisions (Section 6), disclaimer of warranties (Section 9), limitation of liability (Section 10), indemnification (Section 11), dispute resolution provisions (Section 13), and any provisions which by their nature should survive.
You expressly acknowledge and agree that participation in the Beta Program does not guarantee access to the production version of SearchSync; that we may decide not to proceed with a production launch; that we may require all users to create new accounts for the production version; that we may need to reset the Platform and delete Beta data based on lessons learned during testing; that your Beta account and data may not be transferable to production; that new terms and conditions will apply to production versions, which may differ substantially from these Beta Terms; and that we have no obligation to provide advance notice of production availability or to migrate your data.
We strongly recommend that you export your investment data regularly throughout the Beta Program using the XLSX and PDF export features; maintain independent backup records of all important investment information; and not rely on SearchSync as your sole repository of investment records. We will not be responsible for data loss if you fail to export your data before termination.
These Terms and any dispute arising from or relating to your use of SearchSync shall be governed by and construed in accordance with the laws of the State of Delaware, without giving effect to any choice or conflict of law provision or rule.
You agree that any legal action or proceeding arising from or relating to these Terms or your use of SearchSync must be brought exclusively in the state or federal courts located in New Castle County, Delaware. You irrevocably consent to the personal jurisdiction of such courts and waive any objection to venue in such courts.
Before initiating any legal action, you agree to first contact us at info@searchsync.com to attempt to resolve the dispute informally. We will attempt to resolve disputes in good faith. Many disputes can be resolved quickly and efficiently through informal communication.
You agree that any claim or cause of action arising from or relating to your use of SearchSync or these Terms must be filed within one (1) year after the claim or cause of action arose, or it will be permanently barred.
You agree that any dispute resolution proceedings will be conducted only on an individual basis and not in a class, consolidated, or representative action. You waive any right to participate in any class action or class-wide arbitration.
If you are a federal, state, or local government entity, this Section 13 does not apply to you, and government entities retain any sovereign immunity and procedural rights available under applicable law.
These Terms, together with our Privacy Policy and any separate Mutual Non-Disclosure Agreement you have executed, constitute the entire agreement between you and SearchSync Technologies, Inc. regarding SearchSync and supersede all prior or contemporaneous agreements, communications, and proposals, whether oral or written. In the event of a conflict or inconsistency between these Terms and such Mutual Non-Disclosure Agreement with respect to confidentiality obligations, the Mutual Non-Disclosure Agreement controls; and in the event of a conflict between these Terms and the Privacy Policy regarding the handling of personal information, the Privacy Policy controls.
If any provision of these Terms is found to be invalid, illegal, or unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect. The invalid, illegal, or unenforceable provision shall be deemed modified to the minimum extent necessary to make it valid, legal, and enforceable.
No waiver of any provision of these Terms shall be deemed a further or continuing waiver of such provision or any other provision. Our failure to enforce any right or provision of these Terms shall not constitute a waiver of such right or provision.
You may not assign, transfer, or delegate these Terms or your rights and obligations hereunder without our prior written consent. Any attempted assignment in violation of this section is void. We may freely assign, transfer, or delegate these Terms and our rights and obligations hereunder without your consent, including in connection with a merger, acquisition, corporate reorganization, or sale of assets. These Terms are binding upon and inure to the benefit of the parties and their respective successors and permitted assigns.
These Terms do not and are not intended to confer any rights or remedies upon any person or entity other than you and the Company.
Your use of SearchSync does not create any partnership, joint venture, employment, franchise, or agency relationship between you and the Company. You have no authority to bind the Company or make commitments on behalf of the Company.
We shall not be liable for any failure or delay in performance due to causes beyond our reasonable control, including but not limited to acts of God (earthquakes, floods, fires, natural disasters); war, terrorism, civil unrest, or government actions; labor disputes or strikes; internet, telecommunications, or cloud infrastructure failures; cyberattacks, DDoS attacks, or security incidents; pandemics or public health emergencies; third-party service provider outages (including Google Cloud Platform); and power or equipment failures. During a force majeure event, our performance obligations shall be suspended. If the force majeure event continues for more than thirty (30) days, either party may terminate these Terms immediately upon written notice.
All notices, requests, and other communications under these Terms must be in writing and shall be deemed given when delivered personally, when sent by confirmed email, or three (3) business days after being sent by registered or certified mail, return receipt requested.
To You: Notices will be sent to the email address associated with your SearchSync account. To Company: SearchSync Technologies, Inc., 9121 Lancaster Highway, Waxhaw, NC 28173; Email: info@searchsync.com. You are responsible for maintaining a current email address in your account. We are not responsible for any consequences of your failure to receive notices due to an outdated email address.
By using SearchSync, you consent to receiving electronic communications from us, including emails about your account, the Platform, policy changes, and the Beta Program. You agree that all agreements, notices, disclosures, and other communications provided electronically satisfy any legal requirement that such communications be in writing.
The section headings in these Terms are for convenience only and have no legal or contractual effect.
In these Terms, “including” means “including but not limited to”; singular terms include the plural and vice versa; references to “or” are not exclusive (meaning “and/or” unless context requires otherwise); and “days” means calendar days unless otherwise specified.
These Terms are drafted in English. If these Terms are translated into any other language, the English version shall prevail in case of any conflict or ambiguity.
If you are a U.S. government entity or using SearchSync on behalf of a U.S. government entity, SearchSync is “commercial computer software” and “commercial computer software documentation” as those terms are used in 48 C.F.R. §2.101 and 48 C.F.R. §12.212, and you have only those rights in SearchSync as are granted to all other users under these Terms.
You acknowledge that SearchSync and related technical data may be subject to U.S. export control laws and regulations. You agree to comply with all applicable export and re-export control laws and regulations, including the Export Administration Regulations maintained by the U.S. Department of Commerce and trade sanctions maintained by the U.S. Treasury Department's Office of Foreign Assets Control. You represent and warrant that you are not located in any country subject to U.S. trade sanctions or embargoes, identified on any U.S. government list of prohibited or restricted parties, or owned or controlled by, or acting on behalf of, any person or entity on such lists.
If you have questions, comments, or suggestions about these Terms, please contact us at info@searchsync.com. While we welcome feedback, please note that we are under no obligation to respond to or implement suggestions regarding these Terms.
SearchSync Technologies, Inc.
Address: 9121 Lancaster Highway, Waxhaw, NC 28173, United States
Email (General, Legal/Compliance, and Support): info@searchsync.com
Website: https://www.searchsync.com/
Hours of Support: Support during the Beta Program is provided on a best-efforts basis. Response times may vary. Given the pre-release nature of Beta testing, comprehensive support may not be available.
BY CLICKING “I AGREE” OR BY ACCESSING OR USING SEARCHSYNC, YOU ACKNOWLEDGE THAT:
IF YOU DO NOT AGREE TO THESE TERMS, DO NOT USE SEARCHSYNC.
Last Updated: July 20, 2026
Effective Date: July 20, 2026
Version: Beta 1.0
© 2026 SearchSync Technologies, Inc. All rights reserved.
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