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Legal
The agreement between you and Allocatin, Inc. for the AllocatIN platform, mobile apps, and related services.
These Terms of Use (“Terms”) are a binding agreement between you and Allocatin, Inc., a corporation organized under the laws of England and Wales, United Kingdom (“AllocatIN,” “we,” “us”). They apply to https://www.allocatin.com, the iOS and Android applications, APIs, emails, and any related professional services.
By creating an account, claiming a firm, clicking to accept, or using the services, you agree to these Terms, the Acceptable Use Policy, the Privacy Policy, and the Refund & cancellation policy. If you use the services on behalf of a firm, you represent that you are authorized to bind that firm, and “you” includes that firm.
AllocatIN is a professional matching and relationship-workflow platform for fund and investment managers and allocators. Users maintain institutional suitability profiles, see fit explanations, request connections, and message after mutual consent.
AllocatIN is software and information. It is not, and must not be treated as:
Matches, scores, and rationale are workflow suggestions. They are not recommendations to buy, sell, subscribe, allocate, or refrain from any security, fund interest, or other investment. You must perform independent diligence. We do not move capital, hold client money, negotiate terms, or take success fees. See the Regulatory notices.
The services are offered only to:
The services are business-to-business tools. They are not directed at consumers seeking retail investment products, and they are not a public social network. Advisor, consultant, and placement-agent seats are not offered as a product category. We may refuse, suspend, or remove any account or firm profile.
You must not use the services if you are prohibited by applicable sanctions, export-control, or anti-money-laundering rules, including those of the United States, Canada, the United Kingdom, or the European Union.
You must use a company email you are authorized to use — for sign-in and for claiming a firm. Domain verification is required to claim. Personal inboxes (Gmail, Outlook, Yahoo, iCloud, and similar) are not accepted. You are responsible for activity on your seat, for keeping credentials confidential, and for promptly updating your profile when it is no longer accurate.
A firm has one primary company profile. Unclaimed directory rows may show as unclaimed profiles compiled from publicly available sources — visible to verified members after sign-in, not as an open public catalogue. Claiming a firm does not transfer ownership of AllocatIN or of third-party data. Your firm remains responsible for the accuracy of fields it publishes and for any materials it sends to a counterparty.
Demo mode and App Review credentials are for evaluation only. They are not a production subscription and must not be used to store live confidential materials.
Allocator access is free or invite-only as we describe at signup. Manager seats are sold as subscriptions (currently Manager Pro). Manager Power Intro allowances and allocator connection-request quotas reset on a calendar-week basis (Monday start) in the user’s local timezone; match-reveal quotas remain daily. One-time Power Intros (for example from a referral) sit on top of the weekly allowances and do not reset with the week. Referral grants one Power Intro each to referrer and referred (usable on ConnectIN or CircleIN) — never transferable between users.
If a payment fails, we retry according to our payment processor’s dunning settings and may keep paid features available while the seat is past due. If the subscription is canceled or marked unpaid, that manager seat reverts to Manager Basic. New Manager Pro checkouts charge the list price and collect a payment method at sign-up. You can upgrade a manager seat from billing, or cancel a seat (return to Manager Basic) in billing settings via the Stripe customer portal. Cancellation takes effect at the end of the current billing period; paid features continue until that date. Details: Refund & cancellation policy.
You retain ownership of profile fields, messages, documents, and other materials you submit (“Customer Content”). You grant AllocatIN a worldwide, non-exclusive license to host, process, display, and transmit Customer Content solely to operate, secure, and improve the services, and to show counterparties the fields your visibility rules allow.
You represent that you have the rights to submit Customer Content, that it is not unlawfully disclosed material non-public information, and that sharing it will not breach a confidentiality, employment, or regulatory duty. Messages and documents exchanged after a connection remain subject to whatever confidentiality arrangement you have with the counterparty. AllocatIN is not a party to your underlying investment discussions.
We compile a professional directory of firms and, where relevant, publicly named professionals from regulatory filings, firm websites, news, and other public sources. That compilation is our (or our licensors’) information product. It is not an endorsement, a complete diligence file, or a representation that any figure is current.
If you believe a public row is wrong or should not appear, use the privacy request form or write to privacy@allocatin.com. You do not need an account. Claiming a firm lets you correct fields you control. We may retain a record of the correction.
Hard filters exclude obvious mismatches. Soft-fit signals rank and explain; they do not exclude. You decide whether to connect, message, or take any commercial step. We do not make investment decisions for you and we do not use solely automated processing to produce a legal or similarly significant decision about you. See the AI transparency notice.
You must follow the Acceptable Use Policy. In particular: no scraping, no impersonation, no pay-to-rank schemes, no sharing of a counterparty’s confidential materials outside the consented conversation, and no use of the services to solicit persons you are not permitted to contact.
Each party may receive non-public business information of the other. The receiving party will use it only to perform under these Terms and will protect it with reasonable care. This does not apply to information that is public, independently developed, or rightfully received from a third party. We may disclose information if required by law, after giving notice where legally permitted.
AllocatIN, the mark, the software, models, taxonomies, fit methodology, and directory compilation are owned by Allocatin, Inc. or its licensors. We grant you a limited, revocable, non-transferable license to use the services during your subscription or authorized access. You may not copy, reverse engineer, or resell the services except as law allows.
Feedback is voluntary. We may use it without restriction or payment. Notice procedures for copyright and illegal-content reports are in IP & notices.
Payments run through Stripe. Hosting, authentication, and storage run through our infrastructure providers. Optional AI features call model providers. Those vendors are described on the Subprocessors page. Their terms apply to their services. We are not responsible for a counterparty’s website, data room, or off-platform conduct.
The iOS and Android apps support DiscoverIN, ConnectIN, CircleIN, and MessagIN (including Save for allocator seats and Manager Pro). The full CRM workspace, billing, team invites, dual-side profiles, and two-factor enrollment remain on the web. App Store or Google Play terms also apply. If those store terms conflict with these Terms on a subject they exclusively govern (for example refunds processed by Apple), the store terms control for that subject.
We process personal information as described in the Privacy Policy. Where we process Customer Content as your processor, the Data Processing Addendum forms part of these Terms.
THE SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE.” TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. We do not warrant that fit scores, directory figures, or AI output are complete, current, or suitable for any allocation decision. Public-source data can be wrong or stale. You assume the risk of any decision made after using the services.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, AllocatIN AND ITS DIRECTORS, OFFICERS, EMPLOYEES, AND SUPPLIERS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, LOST CAPITAL, LOST DATA, OR INVESTMENT LOSSES, EVEN IF ADVISED OF THE POSSIBILITY.
OUR AGGREGATE LIABILITY FOR ALL CLAIMS ARISING OUT OF THE SERVICES IS LIMITED TO THE FEES YOU PAID TO AllocatIN IN THE TWELVE MONTHS BEFORE THE CLAIM, OR ONE HUNDRED US DOLLARS (US $100) IF YOU HAVE PAID NO FEES.
Nothing in these Terms excludes liability that cannot be excluded under applicable law, including liability for fraud, fraudulent misrepresentation, or death or personal injury caused by negligence where such a limit is void. If you are a business user in the UK or EU, we do not exclude liability that statute does not allow us to exclude in B2B contracts.
You will defend and indemnify AllocatIN against claims, damages, and reasonable legal fees arising from Customer Content, your use of the services in breach of these Terms, or your conversations and transactions with counterparties.
These Terms start when you first use the services and continue until your account is closed. You may stop using the services at any time and may request deletion as described in the Privacy Policy. We may suspend or terminate access if you breach these Terms, if required by law, or if we discontinue the services. After termination, sections that by nature should survive (including 1, 5–10, and 13–21) remain in effect. We may retain information as required by law or as described in the Privacy Policy.
You will not use or export the services in violation of US, Canadian, UK, or EU export-control or sanctions laws. You will not offer or accept bribes or improper advantages in connection with the services.
If you are a US government user, the services are “commercial computer software” and “commercial computer software documentation” under FAR 12.212 and DFARS 227.7202. Rights are only those granted to all other users under these Terms.
We may update these Terms. Material changes will be posted on this page and, where required, notified by email or in-product notice. Continued use after the effective date is acceptance. If you do not agree, you must stop using the services.
These Terms are governed by the laws of England and Wales, United Kingdom, without regard to conflict-of-law rules. Subject to the next paragraph, the courts of England and Wales have exclusive jurisdiction, and you consent to those courts.
If you are established in the United Kingdom or the European Union and mandatory local law gives you the right to bring a claim in your home courts or to rely on non-waivable local rules for B2B contracts, those rights remain. Canadian users retain any non-waivable rights under applicable federal or provincial law, including PIPEDA and, where it applies, Quebec’s Law 25. The UN Convention on Contracts for the International Sale of Goods does not apply.
The controlling language is English. Translations, if any, are for convenience.
These Terms, plus the policies linked from them, are the entire agreement. If a provision is unenforceable, the rest remains. You may not assign these Terms without our consent, except to a successor in a reorganization; we may assign them in connection with a corporate transaction. Our failure to enforce a provision is not a waiver. There are no third-party beneficiaries except as stated for indemnified persons.
Allocatin, Inc.
A company organized in England and Wales
legal@allocatin.com
Registered-office and service-of-process details are available on request at the same address.