Version 0.1 (draft pending counsel review) · Last updated June 12, 2026
These Terms of Service (the “Terms”) govern access to and use of the data platform available at app.basisdata.dev, including its web application, application programming interface (API), and Model Context Protocol (MCP) endpoint (together, the “Service”), operated by [OPERATOR LEGAL ENTITY NAME], a [STATE] [ENTITY TYPE] (“we,” “us”). By creating an account, accessing the Service, or using an API key, you agree to these Terms on behalf of yourself and, if applicable, the organization you represent (“you”). If you do not agree, do not use the Service. The Service is offered to businesses and professional users; it is not directed to consumers or to individuals under 18.
The Service aggregates, structures, and annotates information about private-markets investment managers, funds, and institutional investors. The underlying information is sourced from public regulatory filings (including filings made with the U.S. Securities and Exchange Commission), public-pension disclosures and records released under freedom-of-information laws, and other publicly available sources, in each case as identified in the per-fact source references the Service displays. The Service is an information product only. Nothing in the Service constitutes investment, legal, tax, or accounting advice; a recommendation or solicitation to buy, sell, or hold any security or interest in any fund; or a representation as to the future performance of any manager or fund. We are not a registered investment adviser, broker-dealer, or fiduciary to you. You are solely responsible for any decision you make in reliance on the Service.
We work to attribute every published figure to its source and to label the authority of that source. However, public filings contain errors, become stale, and are sometimes amended; extraction and matching are performed in part by automated systems. THE SERVICE AND ALL DATA ARE PROVIDED “AS IS” AND “AS AVAILABLE,” WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF ACCURACY, COMPLETENESS, MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. If you find an error, we encourage you to report it; we do not undertake to correct any particular item.
Accounts are currently provisioned on an invitation (allowlist) basis. You must provide accurate registration information, keep your credentials confidential, and notify us promptly of any unauthorized use of your account. You are responsible for all activity under your account and your API keys. We may suspend or terminate accounts that violate these Terms, create risk for the Service or other users, or are inactive for an extended period.
Paid plans, where offered, are billed in advance on a recurring basis through our payment processor, Stripe, Inc. By subscribing you authorize recurring charges to your chosen payment method until you cancel. Cancellation takes effect at the end of the then-current billing period; except where required by law, fees are non-refundable and we do not prorate partial periods. We may change prices with at least 30 days’ notice, effective at your next renewal. Taxes are your responsibility unless we are required to collect them. If a payment fails or a subscription lapses, we may downgrade or suspend access, including API keys, until the account is in good standing.
Subject to these Terms and payment of applicable fees, we grant you a limited, non-exclusive, non-transferable, revocable license to access the Service and to use data retrieved from it for your internal business purposes, including quoting individual facts with attribution. You may not: (a) resell, redistribute, sublicense, or syndicate the data or any substantial portion of it, or use it to build or train a competing data product; (b) scrape, crawl, or bulk-export the Service other than through the documented API within your plan’s limits; (c) circumvent, probe, or overload authentication, rate limiting, or other security measures; (d) share accounts or API keys outside your organization; or (e) use the Service in violation of applicable law, including securities laws. Rights not expressly granted are reserved. Public filings themselves remain public; this license governs our compilation, structuring, annotations, and the Service itself.
API keys are personal to your account, must be kept secret, and may be revoked by you or by us at any time. Programmatic access (API and MCP) is subject to the rate limits and usage quotas of your plan; we may throttle, queue, or reject requests that exceed them or that degrade the Service. Automated agents and LLM-based tools acting under your API key are your responsibility to the same extent as your own use. We may change, deprecate, or version API and MCP interfaces; for breaking changes we will use reasonable efforts to give advance notice.
We and our licensors own the Service, including its software, design, database structure, editorial annotations, and compilations. You retain ownership of material you submit; you grant us a license to host and process it to operate the Service. If you send feedback or suggestions, we may use them without restriction or compensation.
You may stop using the Service and delete your account at any time. We may suspend or terminate your access for material breach of these Terms (including non-payment) or where required by law; where practicable we will give notice and an opportunity to cure. Upon termination your license ends and API keys are revoked. Sections 2, 3, 6, 8, and 10 through 13 survive termination.
TO THE MAXIMUM EXTENT PERMITTED BY LAW: (A) IN NO EVENT WILL WE BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, REVENUES, DATA, OR BUSINESS OPPORTUNITIES, OR FOR INVESTMENT LOSSES OF ANY KIND, ARISING OUT OF OR RELATING TO THE SERVICE, EVEN IF ADVISED OF THE POSSIBILITY; AND (B) OUR AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THE SERVICE WILL NOT EXCEED THE AMOUNTS YOU PAID US FOR THE SERVICE IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM (OR US $100 IF YOU HAVE PAID NOTHING). SOME JURISDICTIONS DO NOT ALLOW CERTAIN LIMITATIONS, SO SOME OF THE ABOVE MAY NOT APPLY TO YOU.
You will defend, indemnify, and hold us harmless from third-party claims arising out of your use of the Service in violation of these Terms or applicable law, including any investment decision made by you or communicated by you to others in reliance on the Service.
These Terms are governed by the laws of the State of [STATE], without regard to conflict-of-laws rules. The state and federal courts located in [COUNTY, STATE] have exclusive jurisdiction over any dispute arising out of these Terms or the Service, and each party consents to personal jurisdiction there. [ALTERNATIVE FOR COUNSEL: arbitration clause + class-action waiver.]
We may update these Terms; material changes will be notified via the Service or email at least 14 days before they take effect, and continued use after that date constitutes acceptance. If any provision is unenforceable, the remainder stays in effect. These Terms, together with the Privacy Policy and any order form, are the entire agreement between you and us regarding the Service. You may not assign these Terms without our consent; we may assign them in connection with a merger, acquisition, or sale of assets. Notices to us: [CONTACT EMAIL].