Terms of Service

Important legal information regarding your use of Succedence and our AI-powered services.

Last Updated: 9/28/2025

AI-Powered Services Disclaimer

IMPORTANT: Succedence uses artificial intelligence (AI) and machine learning technologies to provide business analysis, market intelligence, due diligence assistance, and buyer compatibility scoring. These AI-powered tools are designed to assist and enhance your decision-making process but should never be your sole basis for investment decisions.

AI Accuracy and Limitations

  • No Guarantee of Accuracy: AI-generated content, analysis, and recommendations may contain errors, inaccuracies, or incomplete information. The AI models are trained on historical data and may not reflect current market conditions or unique circumstances.
  • Algorithmic Bias: AI systems may contain inherent biases based on training data and may not account for all relevant factors in business analysis.
  • Rapidly Changing Information: AI analysis is based on available data at the time of generation and may not reflect real-time market changes or recent developments.
  • Context Limitations: AI may not fully understand complex business relationships, regulatory changes, or industry-specific nuances that could significantly impact investment decisions.

Not Financial, Legal, or Investment Advice

Succedence and its AI-powered tools DO NOT provide financial, legal, or investment advice. All AI-generated insights, business analyses, market intelligence, and recommendations are for informational purposes only and should not be construed as:

  • Investment recommendations or advice
  • Financial planning or advisory services
  • Legal advice or counsel
  • Accounting or tax advice
  • Professional due diligence services
  • Guarantees of investment performance or business success

Your Responsibilities

By using Succedence, you acknowledge and agree that:

  • Independent Verification Required: You will independently verify all AI-generated information and conduct your own thorough due diligence before making any investment decisions.
  • Professional Consultation: You will consult with qualified financial advisors, legal counsel, accountants, and other professionals as appropriate for your specific situation.
  • Sole Decision-Making Authority: You are solely responsible for all investment, acquisition, and business decisions. Succedence does not participate in or influence your decision-making process.
  • Risk Acknowledgment: You understand that all investments carry inherent risks, including the potential for significant financial loss.
  • No Reliance on AI Alone: You will not rely solely on AI-generated content for making investment decisions and will conduct comprehensive analysis using multiple sources and methodologies.

Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW:

  • Succedence, its affiliates, officers, directors, employees, and agents shall not be liable for any direct, indirect, incidental, special, consequential, or punitive damages arising from your use of our AI-powered services.
  • We do not warrant the accuracy, completeness, or reliability of AI-generated content.
  • We are not responsible for investment losses, missed opportunities, or adverse business outcomes resulting from reliance on our AI tools.
  • Our total liability to you for all claims shall not exceed the amount you paid for our services in the 12 months preceding the claim.

Data Usage and AI Training

By using our AI-powered services, you understand that:

  • AI analysis may be based on publicly available information, market data, and information you provide.
  • We do not guarantee the privacy or confidentiality of information processed by third-party AI services.
  • You should not input confidential, proprietary, or sensitive information into our AI tools.
  • We may use aggregated, anonymized data to improve our AI models and services.

Professional Standards Disclaimer

Succedence is a technology platform providing AI-powered business intelligence tools. We are not:

  • A registered investment advisor (RIA) or broker-dealer
  • A law firm or provider of legal services
  • A certified public accounting firm
  • A professional due diligence or consulting firm
  • Subject to fiduciary duties regarding your investment decisions

We do not hold any professional licenses related to financial, legal, or accounting services, and our AI tools are not substitutes for professional services.

Investment and Market Risks

Investment in businesses and acquisitions involves significant risks, including:

  • Total loss of capital invested
  • Market volatility and economic downturns
  • Industry-specific risks and regulatory changes
  • Management and operational risks
  • Liquidity risks and difficulty exiting investments
  • Competition and technological disruption
  • Legal and compliance risks

Past performance does not guarantee future results. AI analysis cannot predict or guarantee investment outcomes.

Updates to Terms

We may update these Terms of Service periodically to reflect changes in our AI capabilities, legal requirements, or business practices. Continued use of our services after updates constitutes acceptance of the revised terms. We encourage you to review these terms regularly.

Questions and Contact

If you have questions about these Terms of Service or our AI-powered services, please contact us. However, please note that we cannot provide investment advice or professional consultation through our support channels.

Remember: Always consult with qualified professionals for investment, legal, and financial advice.

By using Succedence and its AI-powered services, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service.

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