Terms of Service

By creating an organization, signing in, accepting an invitation, subscribing, signing a document, or using a magic-link workflow, you agree to these Terms. If you use CapDaddy for a company or other entity, you represent that you have authority to bind that entity.

The organization that creates or administers a workspace is the customer. Administrators are responsible for choosing who may access that workspace and what role each person has.

CapDaddy helps customers manage cap tables, securities, equity plans, vesting, board and stockholder consents, meetings, compliance reminders, stakeholder portfolios, generated or uploaded documents, imports, exports, and subscription billing. Some workflows use public, time-limited magic links so directors, stockholders, grant recipients, and other stakeholders can view, accept, or sign records without creating a full administrator account.

The service is a system of record and workflow tool. It is not a law firm, accounting firm, transfer agent, registered broker-dealer, valuation provider, tax preparer, or government filing service.

Customers retain ownership of the business records, personal information, documents, cap table data, equity terms, signatures, and other content submitted to or generated through the service. We call this Customer Data.

• You are responsible for the accuracy, legality, and completeness of Customer Data.
• You must have the rights and notices needed to submit data about stakeholders, employees, directors, investors, and signers.
• You are responsible for reviewing generated documents, filings, exports, and calculations before relying on them.
• You must keep administrator access limited to appropriate personnel and promptly remove access that is no longer authorized.

CapDaddy may generate drafts, reminders, checklists, citations, forms, and document packets based on information supplied by you and public legal sources. Those materials are operational aids, not legal, tax, accounting, investment, financial, valuation, or compliance advice.

You should review documents, securities actions, tax positions, filings, and compliance decisions with your own attorney, tax advisor, accountant, or other qualified professional. The service does not file government forms, make tax elections, obtain 409A valuations, or guarantee that a transaction or document satisfies any legal requirement.

The service supports electronic records, electronic signatures, consent workflows, acceptance workflows, and audit evidence. By using those workflows, you agree that electronic records and signatures may be used for transactions conducted through the service and that signature evidence, timestamps, audit logs, magic-link evidence, and related records may be used to show what happened.

If a law, company policy, investor requirement, or other agreement requires paper records, wet signatures, separate consent, or a different process, the customer is responsible for using that process. Withdrawing consent to electronic records or signatures may prevent use of affected electronic workflows.

You may not misuse the service, attempt unauthorized access, interfere with security controls, scrape or probe non-public areas, upload malware, send deceptive invitations, violate another person's rights, or use the service for unlawful activity.

Administrator sessions, passkeys, confirmation codes, magic links, and recovery flows are security-sensitive. You are responsible for keeping devices, email accounts, and authentication factors secure and for notifying us promptly if you believe access has been compromised.

Paid subscriptions are billed through Stripe. Prices, renewal cadence, taxes, and payment terms are shown at checkout. Unless cancelled, subscriptions renew automatically for the selected cadence.

You can cancel through the billing portal when it is available or by contacting us. Cancellation generally takes effect at the end of the paid billing period unless a separate written agreement says otherwise. We may change prices for future subscribers or future plan changes; existing subscriptions remain on their current Stripe price unless the subscription is changed according to Stripe's billing flow or a separate agreement.

The service relies on third-party providers for hosting, database infrastructure, payment processing, authentication, email delivery, bot protection, timestamping, logging, and related operations. Third-party services may have their own terms and policies. We are not responsible for third-party services outside our control, but we choose providers to support the operation and security of the service.

We work to keep the service available and secure, but we do not guarantee uninterrupted or error-free operation. We may update, change, suspend, or discontinue parts of the service. We may suspend access if needed to protect the service, comply with law, address nonpayment, prevent abuse, or respond to a security risk.

The service includes export workflows for many company records. Some records, including final documents, transaction history, audit logs, signature evidence, and compliance records, are designed to be append-only or immutable so the cap table and governance history remain trustworthy.

If a workspace is terminated, we may retain records as needed to provide exports, preserve audit integrity, comply with law, resolve disputes, enforce agreements, and maintain backups. Where deletion is requested, we will handle it according to the Privacy Policy and applicable legal obligations.

We own the service, software, design, templates, workflow logic, documentation, and related intellectual property, excluding Customer Data. You receive a limited, non-exclusive, non-transferable right to use the service according to these Terms. If you send suggestions or feedback, we may use them without restriction or obligation to compensate you.

The service is provided "as is" and "as available" to the fullest extent permitted by law. We disclaim implied warranties of merchantability, fitness for a particular purpose, non-infringement, and any warranty arising from course of dealing or usage of trade.

To the fullest extent permitted by law, we will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, lost revenue, lost business opportunity, loss of goodwill, or loss of data. Our aggregate liability for claims relating to the service will not exceed the amounts paid to us for the service in the 12 months before the event giving rise to the claim.

Unless a written agreement with us says otherwise, these Terms are governed by the laws of the State of Delaware, without regard to conflict-of-law rules. The parties will try to resolve disputes informally first by contacting [email protected].

We may update these Terms from time to time. If changes are material, we will provide notice through the service, email, or another reasonable method. Continued use after the effective date of updated Terms means you accept the updated Terms.

Questions about these Terms can be sent to [email protected].