Terms and important boundaries
Draft terms for the investie private beta. Review with counsel before accepting users or charging for the service.
Service description
Investie is a research and monitoring workspace that helps users track changes in covered companies, connect evidence to user-defined thesis assumptions, and review alerts. Features may change during the private beta.
No investment advice
Investie does not provide investment, tax, accounting, or legal advice; execute transactions; recommend securities; or guarantee the accuracy, completeness, or timeliness of source material. Users make their own decisions and should consult qualified professionals.
Your responsibilities
Provide accurate account information, protect your credentials, use the service lawfully, and review evidence before relying on an interpretation. Do not submit confidential information that you are not authorized to share.
Beta availability and feedback
The private beta may contain errors, interruptions, or incomplete information. Feedback may be used to improve the service, but it does not transfer ownership of your underlying research or thesis.
Intellectual property and contact
Investie and its branding, software, and original materials remain the property of the operating entity. Questions about these terms should be sent to legal@investie.app.