These Investor Portal Terms (the** “Portal Terms”) modify and supplement the AOS General Terms of Service (the **“General Terms”). Capitalized terms not defined here have the meanings in the General Terms (and any applicable service-specific terms). If there is a conflict between these Portal Terms and the General Terms, these Portal Terms control for the Investor Portal.
Scope. The AOS Investor Portal Services are a branded, secure environment for professional users to receive a curated investor experience, including access (where permitted) to a virtual Investor Portal. The Investor Portal is designed to host** Investor Portal Contents - **for example: investor updates, investment-related materials, fund/SPV information, reports, and other content uploaded or made available by a Portal Owner (which may be AOS or another authorized owner).
Key relationship & responsibility rules. You acknowledge and agree that:
Ownership & confidentiality. Investor Portal Contents are the proprietary and confidential information of the Portal Owner. AOS provides access rails; the materials themselves are not part of the “AOS Services” we provide to you.
No verification/no duty to review. AOS does not review, inspect, edit, monitor, or verify Investor Portal Contents (including for malware). We may take down or move materials at our discretion, but we have** **no obligation to do so.
Authorized access only. You will access only those materials to which you have been expressly granted access through the Investor Portal; you won’t circumvent gating or share materials outside permissions.
Use limits. You will not disclose or use Investor Portal Contents except as expressly permitted by the Portal Owner and applicable agreements (e.g., NDA, data-room terms).
Your device security. You are solely responsible for protecting your systems and data (e.g., up-to-date OS, anti-virus, password protection, no third-party piggybacking).
These allocations mirror industry-standard portal frameworks and are critical to risk allocation.
Your use of any Investor Portal and its contents must comply with all agreements between you and the Portal Owner (e.g., confidentiality terms, data-room rules, opportunity-specific documents). AOS is not responsible for the accuracy, nature, completeness, or later use or publication of Investor Portal Contents by you or any other user.
If you purchase access to AOS Investor Portal Services:
Pricing & changes. You agree to the pricing and payment terms presented at checkout or invoiced to you. We may add features for additional fees, or change fees for existing features, effective the billing cycle after notice.
Currency/taxes/processor. Fees are charged in the currency shown (typically USD) and exclude taxes and applicable transaction fees. You authorize our third-party payment processor to charge the payment method you provide and you agree to that processor’s terms.
Auto-renewal. Any recurring fees auto-renew at then-current rates until you cancel in accordance with these terms.
Non-refundability. All payments are non-refundable; there are no refunds/credits for partial periods, except where required by law or expressly stated otherwise.
Payment issues. You authorize AOS to continue charging until your account is settled and the applicable Investor Portal Services are terminated.
These mechanics (price change notice; auto-renew; processor; non-refundability) match standard investor-portal commerce practices.
Nothing in the Investor Portal or Portal Contents is an offer, solicitation, recommendation, or advice to buy or sell any security, or to pursue any strategy. All opportunities, if any, are presented (if you are eligible) only via definitive documentation and in compliance with applicable law.
Your use remains subject to the AOS Privacy Policy. Materials designated as** **confidential/gated (“Locked Information”) are subject to strict use limits: do not reproduce, scrape, redistribute, or republish them, including to any site/app whose primary purpose competes with AOS or the Portal Owner. Maintain commercially reasonable safeguards to prevent unauthorized access.
In addition to the General Terms: no scraping or bulk harvesting of Investor Portal Contents; no malware; no attempts to bypass SSO, MFA, links, or access controls; no uploading executable files or archives containing executables; no framing, mirroring, or automated “headless” viewing that evades our rate-limits; and no use of portal access to market competing services to identified users.
AOS may, in its sole discretion, remove, move, disable, or gate any Investor Portal materials or your access if we believe doing so is necessary to comply with law, enforce agreements, protect security, or address abuse. Where notice is required, email to your profile address constitutes reasonable notice.
We may suspend or terminate Investor Portal access at any time (including for non-payment, violations, or risk concerns). Your rights to use the Investor Portal end upon termination; provisions intended to survive (confidentiality, IP/use limits, disclaimers, limits of liability, disputes)
THE INVESTOR PORTAL SERVICES AND ALL INVESTOR PORTAL CONTENTS ARE PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND. TO THE MAXIMUM EXTENT PERMITTED BY LAW, AOS WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, PUNITIVE, OR CONSEQUENTIAL DAMAGES; LOSS OF PROFITS/REVENUE/OPPORTUNITY/GOODWILL/DATA; PERSONAL INJURY/EMOTIONAL DISTRESS; OR ANY MATTER BEYOND OUR REASONABLE CONTROL. TOTAL LIABILITY IS LIMITED AS SET OUT IN THE GENERAL TERMS.
Features of the Investor Portal may change or be discontinued as we improve the product; we may update these Portal Terms by posting a revised version with a new effective date. Continued use after posting constitutes acceptance where permitted by law.
Dispute resolution (including arbitration/class-action waiver), governing law, and venue are as set out in the General Terms (including any Federal Arbitration Act language applicable to arbitration). Remedies for breach of confidentiality or IP rights may include injunctive relief.
Questions about these Portal Terms: AncoraOak Studio., Attn: Legal - 150 King St W, Toronto, ON, legal@ancoraoak.studio.
Last updated: October 1, 2025.
**Notice. **The above does not constitute investment, legal, or financial advice of any kind.
