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Terms of Service

Last updated: March 6, 2026

Clear Terms

Straightforward agreement for using our platform

Fair Use

Reasonable usage policies that protect everyone

Your Data

You own your data — we just help you manage it

1. Agreement to Terms

By accessing or using MergerSync ("Service"), operated by MergerSync ("we," "our," or "us"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree, you may not use the Service. If you are using the Service on behalf of an organization, you represent that you have authority to bind that organization to these Terms.

2. Description of Service

MergerSync is an AI-powered post-merger integration management platform that provides tools for deal tracking, workstream management, synergy identification, task coordination, document management, team collaboration, and integration analytics. The Service may include features powered by artificial intelligence and machine learning.

3. Account Registration

  • You must provide accurate and complete information when creating an account.
  • You are responsible for maintaining the confidentiality of your account credentials.
  • You must notify us immediately of any unauthorized access to your account.
  • You may not share your account or allow others to access the Service using your credentials.
  • You may sign in using third-party authentication services (e.g., Google, Microsoft). Use of those services is subject to their respective terms and privacy policies.

4. Acceptable Use

You agree not to:

  • Use the Service for any unlawful purpose or in violation of any applicable laws or regulations
  • Upload, transmit, or store malicious code, viruses, or harmful data
  • Attempt to gain unauthorized access to the Service, other accounts, or related systems
  • Interfere with or disrupt the Service or its infrastructure
  • Reverse engineer, decompile, or disassemble any part of the Service
  • Use the Service to compete with MergerSync or build a competing product
  • Resell, sublicense, or redistribute the Service without written authorization
  • Use automated means (bots, scrapers) to access the Service without permission

5. Your Data and Content

5.1 Ownership

You retain all ownership rights to the data, content, and materials you upload or create through the Service ("Your Content"). We do not claim ownership over your deal data, documents, or other proprietary business information.

5.2 License to Us

You grant us a limited, non-exclusive license to host, store, process, and display Your Content solely for the purpose of providing and improving the Service. This license terminates when you delete Your Content or close your account.

5.3 Responsibility

You are solely responsible for Your Content, including ensuring it does not violate any third-party rights, laws, or regulations. You represent that you have the necessary rights to upload and share all content through the Service.

6. AI Features

The Service includes AI-powered features such as integration insights, risk assessment, and synergy identification. These features provide suggestions and analysis based on data patterns and should be treated as decision-support tools, not definitive advice. We do not guarantee the accuracy, completeness, or suitability of AI-generated outputs. You are responsible for reviewing and validating any AI-assisted recommendations before acting on them.

7. Intellectual Property

The Service, including its design, features, code, branding, documentation, and AI models, is owned by MergerSync and protected by intellectual property laws. These Terms do not grant you any rights to our trademarks, logos, or other brand features. The 12-step integration methodology and related frameworks are proprietary to MergerSync.

8. Subscription and Payment

  • Paid features require an active subscription. Pricing and plan details are available on our website.
  • Payments are billed in advance on a recurring basis (monthly or annually) unless otherwise agreed.
  • You may cancel your subscription at any time. Cancellation takes effect at the end of the current billing period.
  • Refunds are handled on a case-by-case basis at our discretion.
  • We reserve the right to change pricing with 30 days' written notice.

9. Free Trial

We may offer free trial periods at our discretion. At the end of a trial period, your account will be converted to a paid subscription unless you cancel. We may modify or discontinue free trials at any time.

10. Confidentiality

We understand that M&A data is highly sensitive. We treat all deal data uploaded to the Service as confidential information. We will not disclose your confidential information to third parties except as described in our Privacy Policy or as required by law.

11. Disclaimer of Warranties

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF HARMFUL COMPONENTS.

12. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, MERGERSYNC SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, OR GOODWILL, WHETHER ARISING FROM CONTRACT, TORT, OR OTHERWISE, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. OUR TOTAL LIABILITY SHALL NOT EXCEED THE AMOUNT PAID BY YOU TO US IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM.

13. Indemnification

You agree to indemnify and hold harmless MergerSync, its affiliates, officers, directors, employees, and agents from any claims, damages, losses, liabilities, costs, or expenses arising from your use of the Service, violation of these Terms, or infringement of any third-party rights.

14. Termination

  • We may suspend or terminate your account if you violate these Terms or engage in prohibited conduct.
  • You may terminate your account at any time by contacting us or through your account settings.
  • Upon termination, you may request an export of Your Content within 30 days. After that period, we may delete your data.
  • Provisions that by their nature should survive termination (e.g., limitation of liability, indemnification) will survive.

15. Modifications to Terms

We may update these Terms from time to time. Material changes will be communicated via email or through the Service with at least 30 days' notice. Your continued use of the Service after changes take effect constitutes acceptance of the updated Terms.

16. Governing Law

These Terms are governed by and construed in accordance with the laws of the State of Delaware, United States, without regard to its conflict of law principles. Any disputes arising from these Terms or the Service shall be resolved in the state or federal courts located in Delaware.

17. General Provisions

  • Entire Agreement: These Terms, together with our Privacy Policy, constitute the entire agreement between you and MergerSync.
  • Severability: If any provision of these Terms is found unenforceable, the remaining provisions remain in full effect.
  • Waiver: Our failure to enforce any right or provision does not constitute a waiver of that right.
  • Assignment: You may not assign these Terms without our consent. We may assign our rights freely.

18. Contact Us

If you have questions about these Terms, please contact us at:

MergerSync Legal Team

Email: legal@mergersync.com