Terms of Service
Effective September 24, 2026
These Terms of Service (the "Terms") govern your access to and use of withbradbury.com, app.withbradbury.com, and every related website, application, portal, report, document, and service (together, the "Service") provided by Bradbury ("Bradbury," "we," "us," or "our").
By accessing or using the Service, clicking to accept these Terms, or signing an order form that references them, you agree to these Terms on behalf of yourself and the organization you represent (together, "you" or "Customer"). If you do not agree, do not use the Service. If you have signed a separate written agreement with Bradbury, that agreement controls where it conflicts with these Terms.
PLEASE READ SECTIONS 12, 13, 14, AND 17 CAREFULLY. THEY LIMIT OUR LIABILITY, REQUIRE YOU TO INDEMNIFY US, AND REQUIRE DISPUTES TO BE RESOLVED BY INDIVIDUAL BINDING ARBITRATION WITH A WAIVER OF JURY TRIAL AND CLASS ACTIONS.
1. Eligibility and accounts
The Service is for businesses and their authorized personnel only. It is not offered to consumers. You represent that you are at least 18 years old and have authority to bind the organization on whose behalf you use the Service.
You are responsible for every action taken under your account and your users' accounts, whether or not authorized by you, and for keeping sign in links, passkeys, devices, and email accounts secure. Notify us promptly of any unauthorized use. We are not liable for any loss arising from unauthorized use of your credentials.
2. The Service
The Service is software that helps fund managers and their administrators keep books and records, prepare capital calls, distributions, statements, reports, notices, and correspondence, and share documents with investors. We may change, add, or remove features at any time, with or without notice.
Any demonstration environment (including any fund, company, person, or figure shown in it) is fictional, is provided only to illustrate the Service, and may be reset or deleted at any time without notice.
3. What Bradbury is not
Bradbury is not an investment adviser, broker dealer, transfer agent, custodian, bank, money transmitter, trustee, auditor, accounting firm, law firm, or tax preparer, and nothing in the Service is investment, legal, tax, accounting, audit, or regulatory advice. You should consult your own professional advisers.
Bradbury does not hold, control, or move money or securities. All wires, transfers, and payments are initiated and approved by you or your bank. Any calculation, allocation, waterfall, fee, carry, notice, statement, report, tax document, or message produced with the Service is a draft for your review; you, not Bradbury, decide whether it is correct and whether to release it.
4. No SOC reports, audits, or certifications
Bradbury has not obtained, and does not provide, any SOC 1, SOC 2, or SOC 3 report, any SSAE 18, ISAE 3402, or ISAE 3000 attestation, or any ISO 27001, PCI DSS, HITRUST, FedRAMP, or similar certification, and no independent auditor has examined or tested our controls. We make no representation that the Service meets any control framework, audit standard, or regulatory requirement, including requirements under the Investment Advisers Act of 1940 and its custody rule, anti money laundering or sanctions rules, or any privacy or data protection law.
You are solely responsible for deciding whether the Service is appropriate for your needs and for any obligation you have (to investors, auditors, regulators, or anyone else) to use service providers with particular reports, certifications, or controls. We have no obligation to obtain any report or certification in the future, and any security description we give is informational only and not a warranty.
5. Your responsibilities
You are responsible for: the accuracy, completeness, and legality of all data, documents, and instructions you or your users provide ("Customer Data"); reviewing and approving every output before it is relied on or sent; reconciling the Service's records to your bank, custodian, and portfolio records; keeping your own independent records and backups; obtaining every consent and giving every notice needed to provide investor and other personal information to us; and complying with all laws, fund documents, and side letters that apply to you and your funds.
You will not: use the Service for anything unlawful or fraudulent; upload malware or content you have no right to share; attempt to probe, scan, or breach the Service's security or access data that is not yours; reverse engineer, copy, or resell the Service; or use it to build a competing product.
6. Artificial intelligence features
Some features use machine learning models operated by third parties to classify messages, draft replies, summarize correspondence, explain statements, and draft narratives. AI output can be inaccurate, incomplete, or inappropriate. It is a suggestion only, is never sent or posted without a human approving it, and must be independently checked by you. Bradbury is not responsible for any AI output or for any decision made in reliance on it.
7. Customer Data
As between you and Bradbury, you own Customer Data. You grant Bradbury and its service providers a worldwide, royalty free license to host, copy, process, transmit, and display Customer Data to provide, secure, support, and improve the Service, and to comply with law.
Bradbury may collect and use usage data and data that has been aggregated or de identified so that it does not identify you or any individual, for any lawful purpose, during and after the term of these Terms.
Records in the Service are designed to be permanent: ledger entries, document versions, and audit logs cannot be edited or deleted while your account is active, and corrections are made by new entries. You are responsible for exporting anything you need before your account ends.
8. Fees
Fees, if any, are set out in your order form or other written agreement. Unless it says otherwise, fees are due in advance, are non cancellable and non refundable, and exclude taxes, which you will pay. We may change fees on 30 days' notice, effective at your next renewal. We may suspend the Service for any overdue amount.
9. Third party services
The Service relies on third party providers (for example hosting, database, email, and AI model providers) and may connect to services you choose, such as your email account. We are not responsible for any third party service, its availability, or its handling of data, and your use of a third party service is governed by that provider's terms.
10. Feedback and our property
The Service, including all software, designs, templates, and documentation, and all improvements to it, belongs to Bradbury and its licensors. If you give us feedback or suggestions, we may use them without restriction or obligation to you.
11. Suspension and termination
We may suspend or terminate your access to all or part of the Service at any time, for any reason or no reason, with or without notice, including if we believe you have breached these Terms or that your use creates risk for us or others. You may stop using the Service at any time.
After termination, on written request made within 30 days we will make a reasonable effort to provide an export of your Customer Data in a format of our choosing. After that period we may delete Customer Data, except records we retain for legal, security, backup, or audit purposes. Sections 3, 4, 6, 7, and 10 through 19 survive termination.
12. Disclaimer of warranties
THE SERVICE AND ALL OUTPUT, CONTENT, AND DOCUMENTS ARE PROVIDED "AS IS" AND "AS AVAILABLE," WITH ALL FAULTS. TO THE FULLEST EXTENT PERMITTED BY LAW, BRADBURY DISCLAIMS ALL WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON INFRINGEMENT, ACCURACY, AND QUIET ENJOYMENT, AND ANY WARRANTY ARISING FROM COURSE OF DEALING OR USAGE OF TRADE.
WITHOUT LIMITING THE ABOVE, BRADBURY DOES NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, SECURE, OR ERROR FREE; THAT ANY CALCULATION, ALLOCATION, WATERFALL, TAX FIGURE, STATEMENT, OR REPORT WILL BE CORRECT; THAT DATA WILL NOT BE LOST OR CORRUPTED; OR THAT THE SERVICE WILL MEET ANY LEGAL, REGULATORY, AUDIT, OR CONTRACTUAL REQUIREMENT.
13. Limitation of liability
TO THE FULLEST EXTENT PERMITTED BY LAW, IN NO EVENT WILL BRADBURY OR ITS OWNERS, OFFICERS, EMPLOYEES, CONTRACTORS, OR SUPPLIERS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, INVESTMENT RETURNS, CAPITAL, FUNDS, DATA, GOODWILL, OR BUSINESS, OR THE COST OF SUBSTITUTE SERVICES, ARISING OUT OF OR RELATING TO THE SERVICE OR THESE TERMS, HOWEVER CAUSED AND UNDER ANY THEORY OF LIABILITY, EVEN IF ADVISED OF THE POSSIBILITY OF THOSE DAMAGES.
TO THE FULLEST EXTENT PERMITTED BY LAW, BRADBURY'S TOTAL LIABILITY FOR ALL CLAIMS ARISING OUT OF OR RELATING TO THE SERVICE OR THESE TERMS WILL NOT EXCEED THE GREATER OF (A) THE FEES YOU ACTUALLY PAID BRADBURY FOR THE SERVICE IN THE 12 MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM AND (B) ONE HUNDRED U.S. DOLLARS (US$100). THESE LIMITS APPLY EVEN IF A REMEDY FAILS OF ITS ESSENTIAL PURPOSE, AND THEY ARE AN ESSENTIAL PART OF THE BARGAIN BETWEEN US.
14. Indemnification
You will defend, indemnify, and hold harmless Bradbury and its owners, officers, employees, contractors, and suppliers from and against all claims, demands, investigations, losses, liabilities, damages, penalties, fines, costs, and expenses (including reasonable attorneys' fees) arising out of or relating to: Customer Data; your funds, investors, portfolio companies, or their dealings with you; any output you approve, release, send, or rely on; your use of the Service; your breach of these Terms or of law; or any claim by an investor, regulator, auditor, or other third party relating to your business. We may participate in the defense with counsel of our choice at your expense, and you may not settle any claim that imposes an obligation on us without our written consent.
15. Confidentiality
Each party will use reasonable care to protect the other's non public information that is marked or reasonably understood to be confidential, and use it only in connection with the Service. This does not apply to information that is public, already known, independently developed, or rightfully received from someone else, and either party may disclose information when required by law.
16. Changes to these Terms
We may change these Terms at any time by posting the updated Terms on this page and updating the effective date. Changes take effect when posted. Your continued use of the Service after a change means you accept it.
17. Disputes, arbitration, and class action waiver
Any dispute, claim, or controversy arising out of or relating to the Service or these Terms will be resolved by final and binding arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules, before a single arbitrator, seated in Wilmington, Delaware, and conducted in English. Judgment on the award may be entered in any court with jurisdiction. Either party may seek an injunction in court to protect its intellectual property or confidential information.
DISPUTES WILL BE RESOLVED ONLY ON AN INDIVIDUAL BASIS. YOU WAIVE ANY RIGHT TO A JURY TRIAL AND TO BRING OR PARTICIPATE IN ANY CLASS, COLLECTIVE, CONSOLIDATED, OR REPRESENTATIVE ACTION OR ARBITRATION.
Any claim against Bradbury must be brought within one year after it arises, or it is permanently barred.
18. Governing law
These Terms are governed by the laws of the State of Delaware, without regard to its conflict of laws rules. Subject to Section 17, the state and federal courts located in Delaware have exclusive jurisdiction, and you consent to their personal jurisdiction.
19. General
These Terms, together with any order form, are the entire agreement between you and Bradbury about the Service. You may not assign these Terms without our written consent; we may assign them freely, including in a merger, acquisition, or sale of assets. If any provision is found unenforceable, it will be enforced to the maximum extent permissible and the rest will remain in effect. Our failure to enforce a provision is not a waiver. We are not liable for any delay or failure caused by events beyond our reasonable control. There are no third party beneficiaries. Notices to you may be given by email or in the Service.
Questions about these Terms: drake@withbradbury.com.