Terms of Service

Proteus One helps fundraising teams find investors, manage investor records, draft and send personalised outreach, track and classify replies, complete due-diligence questionnaires, and manage the investor lifecycle. Email is delivered through our sending infrastructure (Resend) or, where you connect one, through your own Gmail or Microsoft Outlook account. Parts of the service generate text using AI models (see section 6).

You must provide accurate registration details and keep your credentials secure. You are responsible for all activity under your organisation's account, including by team members you invite. You must be authorised to bind the organisation you sign up for.

You own the content you bring to the platform — investor records, documents, campaign material, and mailbox data ("Customer Content"). You grant us a licence to host and process Customer Content solely to provide the service. We process personal data within Customer Content as your processor, as described in our Privacy Policy. You are responsible for having a lawful basis to upload and use the contact data you bring to the platform.

You are the sender of every email dispatched through the platform, and you are responsible for its content and legality. You agree that you will:

• comply with applicable email and marketing law, including CAN-SPAM, GDPR, and PECR, in every jurisdiction you send to;
• not remove, obscure, or disable the unsubscribe link the platform adds to commercial email;
• honour opt-outs — the platform enforces a suppression list, and you must not attempt to circumvent it;
• not send deceptive, misleading, or unlawful content, and not misrepresent the sender's identity;
• send only to professional contacts with whom you have a lawful basis to communicate — no purchased consumer lists, no indiscriminate bulk mail.

We may suspend sending, or the account, where outreach generates spam complaints, bounces, or abuse reports at levels that threaten deliverability for other customers or breach these terms.

If you connect a Gmail or Outlook account, you confirm you are authorised to grant Proteus One access to it. We use the granted OAuth scopes only to send messages you approve and sync replies into the platform. Our use of data received from Google APIs adheres to the Google API Services User Data Policy, including its Limited Use requirements. You can revoke access at any time from Settings or from your Google or Microsoft account.

The platform drafts emails, briefs, questionnaire answers, and other text using AI models. Generated output may be inaccurate or incomplete, and you must review it before relying on it or sending it. Nothing the platform produces is investment, legal, or tax advice. You remain solely responsible for ensuring your communications comply with the financial-promotion and securities-marketing rules that apply to you (for example FCA or SEC requirements).

Paid plans are billed in advance by subscription through Stripe, with metered overage charges (per email, dossier, questionnaire, or brief) billed as incurred at the rates shown on the pricing page. Fees are non-refundable except where required by law. We may change prices with at least 30 days' notice, effective from your next billing cycle. We may suspend the service for non-payment after notice.

You may cancel at any time from Billing settings; cancellation takes effect at the end of the current billing period. We may suspend or terminate the account for material breach of these terms, including the outreach rules in section 4. On termination you may export your Customer Content for 30 days, after which we delete it as described in the Privacy Policy.

We own the platform, its software, and everything we make available through it other than Customer Content. You may not copy, reverse engineer, resell, or build a competing service from it. Feedback you give us may be used without restriction or obligation.

The service is provided "as is" and "as available". We do not warrant that it will be uninterrupted or error-free, that emails will be delivered or read, or that any outreach will result in meetings, commitments, or capital raised. All implied warranties are excluded to the maximum extent permitted by law.

Neither party is liable for indirect or consequential loss, loss of profits, or loss of anticipated fundraising outcomes. Our total aggregate liability arising out of the service in any 12-month period is capped at the fees you paid us in that period. Nothing in these terms excludes liability that cannot be excluded by law.

You will indemnify us against claims arising from your Customer Content, your outreach (including breach of email or financial-promotion law), or your breach of these terms.

These terms are governed by [GOVERNING LAW], and the courts of [JURISDICTION] have exclusive jurisdiction. We may update these terms; material changes will be notified to account holders by email at least 14 days before they take effect, and continued use after that constitutes acceptance. If any clause is found unenforceable, the rest remain in force. Questions: [LEGAL CONTACT EMAIL], or write to [COMPANY LEGAL NAME], [REGISTERED ADDRESS].