Terms of Service

These Terms of Service (“Terms”) govern your use of atrean.com and the Atrean platform (together, the “Service”), provided by Atrean Inc. (“Atrean,” “we,” “us”). By using the Service, you agree to these Terms for yourself and for the organization you represent (“Customer,” “you”), and confirm you have authority to do so.

If your organization has signed a subscription agreement or order form with Atrean, that agreement governs and controls where it conflicts with these Terms. Our Privacy Policy explains how we handle personal information.

• The Service is for business use by organizations and their authorized users. It is not offered to consumers.
• Customer is responsible for the users it authorizes, the entitlements it grants and all activity under its accounts.
• Keep credentials confidential, and tell us promptly at admin@atrean.com if you suspect unauthorized access.
• Account information must be accurate and kept current.

Subject to these Terms and payment of fees, Atrean grants Customer a non-exclusive, non-transferable right for its authorized users to access and use the Service during the subscription term, for Customer’s internal business purposes. We may modify the Service from time to time.

• Customer owns Customer Data: everything it or its users load into, connect to or generate in the Service.
• Customer grants Atrean the rights needed to host, process and display Customer Data to provide, secure and support the Service.
• We do not sell Customer Data or use it to train AI models.
• Customer is responsible for the accuracy of Customer Data and for having the rights and consents needed to provide it, including data about principals, beneficiaries and other individuals.
• Export, return and deletion of Customer Data are governed by Customer’s agreement with Atrean.

You will not, and will not allow others to:

• Use the Service unlawfully, or in a way that violates anyone’s privacy or other rights.
• Access data or accounts you are not authorized to access, or circumvent entitlements or security controls.
• Probe, scan or test the Service for vulnerabilities without our written consent.
• Upload malicious code, or interfere with the Service’s integrity or performance.
• Reverse engineer, decompile or copy the Service, except where the law expressly permits it.
• Resell, sublicense or provide the Service to anyone other than Customer’s authorized users.
• Use the Service to build a competing product.

Atrean provides software for recording, consolidating and analyzing financial information. Atrean is not an investment adviser, broker-dealer, custodian, fund administrator, accountant or law firm. We do not hold assets, execute transactions, or provide investment, tax, legal or accounting advice. Customer is solely responsible for its decisions and for confirming any figure before relying on it.

Some features generate answers, summaries and extracted data using AI models. Outputs can be incomplete or inaccurate. Customer is responsible for reviewing outputs against the underlying records before relying on them.

At Customer’s direction, the Service can connect to custodians, fund administrators, general partners, aggregators and other third parties. We are not responsible for the accuracy, availability or timeliness of the data they provide, or for their services, which are governed by Customer’s agreements with them.

• Fees, invoicing and payment terms are set out in Customer’s order form or agreement.
• Fees exclude taxes unless stated otherwise.
• We may suspend the Service for non-payment.

Confidentiality obligations between Atrean and Customer are set out in their agreement. Absent one, you agree to keep non-public information about the Service confidential and to use it only to evaluate or use the Service.

Atrean and its licensors own the Service, including its software, models, design and documentation, and all improvements to it. No rights are transferred except those expressly granted here. If you send us feedback, we may use it without restriction or obligation.

• These Terms apply while you use the Service. Subscription terms, renewal and termination rights are set out in Customer’s agreement.
• We may suspend or terminate access if you breach these Terms, to protect the Service, other customers or third parties, or to comply with law.
• Provisions that by their nature should survive termination will survive.

Except as expressly stated in a signed agreement, the Service is provided “as is” and “as available.” To the fullest extent permitted by law, Atrean disclaims all warranties, express or implied, including merchantability, fitness for a particular purpose, non-infringement, and that the Service will be error-free or uninterrupted.

To the fullest extent permitted by law, Atrean is not liable for indirect, incidental, special, consequential or punitive damages, or for lost profits, revenue, data or investment losses, even if advised of their possibility. Atrean’s total liability is limited as set out in Customer’s agreement and, absent one, to the fullest extent permitted by law.

You will defend and indemnify Atrean against third-party claims arising from Customer Data, your use of the Service, or your breach of these Terms. Any indemnification by Atrean is provided only under a signed agreement.

These Terms are governed by the laws of the State of New York, without regard to conflict-of-laws rules. Where Customer has a signed agreement with Atrean, dispute resolution is governed by that agreement.

• Changes. We may update these Terms by posting a new version here. Changes take effect when posted and do not alter a signed agreement.
• Assignment. You may not assign these Terms without our consent. We may assign them in connection with a merger, acquisition or sale of assets.
• Force majeure. Atrean is not liable for delays or failures caused by events beyond its reasonable control.
• Notices. Notices to Atrean go to admin@atrean.com. Notices to Customer go to its account’s administrative contact.
• Entire agreement. These Terms, any order form and the Privacy Policy are the entire agreement on this subject. If any provision is unenforceable, the rest remains in effect. Failure to enforce a provision is not a waiver.

Questions about these Terms go to admin@atrean.com. Atrean Inc., New York, NY.