Obligations of the Parties

In short

• The Company undertakes to run the platform with care, protect data and stay neutral; it never becomes a party to your deals.
• Founders must keep their project data accurate and have the right to share it.
• Investors must keep information confidential, respect the NDA and carry out their own due diligence.
• Sponsors must respect access limits and quotas and not imply that sponsorship is an endorsement by the platform.
• Handover parties must be truthful about items and delivery and act in good faith.

1. General

1. This document details the obligations in the "Terms of Use", should be read with them, and uses their definitions.
2. Where it conflicts with a service-specific policy, the specific policy prevails within the scope of that service.

2. Obligations of the Company (Operator)

1. Operate the platform with reasonable care, and announce outages and planned maintenance where possible.
2. Protect personal data under the "Privacy Policy" and applicable laws, and apply the security measures described.
3. Not disclose private project data or contact details until the founder accepts an intro request.
4. Not use monthly metrics in any investor's AI analysis without the founder's explicit consent.
5. Label sponsors clearly as sponsors and not present sponsorship as an endorsement.
6. Full neutrality: take no commission or percentage from any deal and not favour any party in deals.
7. Not receive, hold or transfer users' funds.
8. Fulfil rights requests under "Your Rights and How to Exercise Them".
9. Notify material changes to policies and request acceptance.
10. Handle complaints and appeals under "Complaints, Disputes and Contact".
11. Not claim licences, certifications, insurance or audits that do not exist.

3. Obligations of Founders

1. Provide accurate, non-misleading data about the project and its metrics, and update it when it changes.
2. Ensure you have the right to upload each piece of content and document, and that it does not infringe third-party rights or prior confidentiality obligations.
3. Obtain the necessary legal basis before uploading third parties' personal data (such as employees or customers) to data rooms.
4. Not offer securities, invite public subscription or raise funds from the public through the platform.
5. Respond to intro requests in good faith, with full freedom to accept or decline.
6. Manage consent settings (AI analysis, visibility to sponsors) knowingly.
7. Pay subscriptions and points fees under the "Subscriptions, Points and Refunds Policy".

4. Obligations of Investors

1. Provide accurate data about your identity and investor capacity.
2. Keep project data confidential and comply with the NDA you signed.
3. Not copy or distribute data-room content, and not attempt to remove watermarks.
4. Carry out your own due diligence, directly or through your advisers, and not rely solely on the platform or AI outputs.
5. Not send repeated or nuisance intro requests, and not abuse quotas.
6. Comply with the laws governing your investment activity in your country.

5. Obligations of Sponsors

1. Comply with the sponsorship contract with the Company and the "Sponsorship and Disclosure Policy".
2. View only projects whose owners enabled "visible to sponsors", within the early-access delay and monthly quota.
3. Use data from "Ask a specialist" requests only to respond to the request, processing it as an independent controller under the laws that apply to you.
4. Not imply that sponsorship is an endorsement or a partnership with the platform in any deal.
5. Disclose your status as a sponsor in any communication arising through the platform.
6. Hold any professional licences needed for your activity; the platform does not verify or guarantee this. [For review: extent of the Company's duty to verify professional sponsors' licences]

6. Obligations of Service Providers and Processors

1. Process data on the Company's instructions and only for the service.
2. Apply appropriate security measures and report any breach without delay.
3. Not use users' data to train models or for their own purposes.
4. Cooperate in fulfilling data subject rights.
5. Delete or return data when the service ends.

[For review: conclude data processing agreements including these obligations with each processor]

7. Obligations of the Verified Handover Parties

The "Verified Handover Terms" set out these obligations in detail.

8. Shared Obligations of All Users

1. Comply with the "Acceptable Use Policy".
2. Protect your login credentials.
3. Respect other users' privacy and the confidentiality of their data.
4. Report any infringing content or security vulnerability to support@octasolutions.net.