Last updated: March 2026

Terms of Service

Please read these terms carefully before using the Elevana platform. By accessing or using our services, you agree to be bound by these Terms of Service.

1. Acceptance of Terms

By creating an account or using any part of the Elevana platform (the "Service") operated by [Elevana Technologies] ("we", "us", or "our"), you agree to these Terms of Service and our Privacy Policy. If you are accepting these terms on behalf of an organization, you represent that you have the authority to bind that organization to these terms. If you do not agree to these terms, do not use the Service.

2. Service Description

Elevana is an institutional investment management platform that provides tools for:

  • Deal pipeline management across multiple asset classes
  • Portfolio construction, monitoring, and performance reporting
  • Risk analytics and compliance tracking
  • Trading order management and execution tracking
  • Fund administration and investor reporting
  • Regulatory and internal compliance workflows

We reserve the right to modify, suspend, or discontinue any part of the Service at any time with reasonable notice. We will not be liable to you or any third party for any modification, suspension, or discontinuation of the Service.

3. Account Registration and Eligibility

To use the Service, 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 credentials secure and not share them with unauthorized parties
  • Notify us immediately of any unauthorized use of your account
  • Be at least 18 years old and legally authorized to enter into binding contracts

You are responsible for all activity that occurs under your account. We may suspend or terminate accounts that violate these terms or that have been inactive for an extended period.

4. User Responsibilities

You agree not to:

  • Use the Service for any unlawful purpose or in violation of applicable laws
  • Transmit any data that is false, misleading, or violates any applicable regulations (including securities laws)
  • Attempt to gain unauthorized access to any part of the Service or its infrastructure
  • Reverse-engineer, decompile, or disassemble any part of the Service
  • Resell, sublicense, or otherwise commercially exploit the Service without written permission
  • Introduce any virus, malware, or other harmful code into the Service
  • Use automated tools to scrape or extract data beyond what is provided by our official API

You are solely responsible for ensuring that your use of the Service complies with all applicable financial regulations, including those governing investment advice, fiduciary duties, and reporting obligations in your jurisdiction.

5. Data Handling and Ownership

You retain all ownership rights to the data you upload or create within the Service ("Your Data"). By using the Service, you grant us a limited, non-exclusive license to store, process, and display Your Data solely for the purpose of providing and improving the Service.

We will handle Your Data in accordance with our Privacy Policy. We implement industry-standard security measures to protect Your Data but cannot guarantee absolute security. You are responsible for maintaining appropriate backups of critical data.

Upon termination of your account, we will retain Your Data for a period of 90 days to allow for export, after which it may be deleted. Some data may be retained longer where required by applicable law or our data retention policies.

6. Intellectual Property

The Service, including its design, code, features, and content (excluding Your Data), is owned by [Elevana Technologies] and protected by copyright, trademark, and other intellectual property laws. You may not copy, modify, distribute, or create derivative works based on any part of the Service without our prior written consent. All rights not expressly granted herein are reserved.

7. Disclaimers

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

Elevana is not a registered investment adviser, broker-dealer, or financial planner. The Service is a software tool designed to assist investment professionals in managing their operations. Nothing in the Service constitutes investment advice, a solicitation to buy or sell securities, or a recommendation regarding any investment strategy. All investment decisions are made solely by you and your organization.

We do not warrant that the Service will be uninterrupted, error-free, or free of security vulnerabilities. Financial data and analytics provided through the Service are for informational purposes only and may not be accurate, complete, or up-to-date.

8. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, [ELEVANA TECHNOLOGIES] SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, LOSS OF DATA, LOSS OF BUSINESS OPPORTUNITIES, OR INVESTMENT LOSSES, ARISING OUT OF OR RELATED TO YOUR USE OF THE SERVICE.

IN NO EVENT SHALL OUR TOTAL LIABILITY TO YOU FOR ALL CLAIMS ARISING OUT OF OR RELATED TO THE SERVICE EXCEED THE GREATER OF (A) THE AMOUNTS PAID BY YOU TO US DURING THE 12 MONTHS PRECEDING THE CLAIM, OR (B) ONE HUNDRED DOLLARS (USD $100).

9. Indemnification

You agree to indemnify, defend, and hold harmless [Elevana Technologies] and its officers, directors, employees, and agents from any claims, liabilities, damages, losses, or expenses (including reasonable legal fees) arising out of or related to your use of the Service, violation of these terms, or infringement of any third-party rights.

10. Termination

Either party may terminate this agreement at any time. You may close your account through the Settings page or by contacting us. We may suspend or terminate your access immediately if we have reason to believe you have violated these terms or applicable law. Upon termination, your right to use the Service ceases immediately. Sections 5 (Data Handling), 6 (Intellectual Property), 7 (Disclaimers), 8 (Limitation of Liability), 9 (Indemnification), and 11 (Governing Law) survive termination.

11. Governing Law and Disputes

These Terms shall be governed by and construed in accordance with the laws of [Jurisdiction], without regard to conflict of law principles. Any dispute arising from these Terms or your use of the Service shall first be subject to good-faith negotiation between the parties.

If a dispute cannot be resolved through negotiation within 30 days, it shall be submitted to binding arbitration in accordance with [Arbitration Body] rules. You waive any right to participate in a class action lawsuit or class-wide arbitration against us.

12. Changes to These Terms

We may update these Terms from time to time. When we do, we will update the "Last updated" date above and notify you via email or an in-app notification at least 14 days before material changes take effect. Your continued use of the Service after the effective date constitutes acceptance of the updated Terms.

13. Contact Us

If you have questions about these Terms of Service, please contact us at:

[Elevana Technologies]

Email: [legal@elevana.net]

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