Terms & Conditions

1. Agreement to Terms

By accessing or using the website groveline.ai (the "Site") and services provided by Groveline Advisor Services ("Groveline", "we", "us", or "our"), you agree to be bound by these Terms & Conditions ("Terms"). If you do not agree to these Terms, please do not use our Site or services.

2. Description of Services

Groveline provides operational consulting and advisory services to investment managers, including:

• Operational readiness assessments
• Fund launch infrastructure consulting
• Vendor stack optimization
• Compliance and risk management advisory
• CFO/COO fractional services
• Other operational consulting services as described on our Site

3. Operational Readiness Assessment

3.1 Nature of Assessment

Our complimentary Operational Readiness Assessment is an educational tool designed to help investment managers identify potential operational gaps and opportunities for improvement. The assessment:

• Is provided for informational purposes only
• Does not constitute professional advice or a comprehensive operational audit
• Should not be relied upon as the sole basis for operational or business decisions
• May not identify all operational risks or issues

3.2 No Guarantees

The assessment results and recommendations are based on limited information and standardized criteria. We make no guarantees regarding the accuracy, completeness, or applicability of assessment results to your specific situation.

4. Not Professional Advice

Important Disclaimer: The information provided through our Site, assessment tool, and general communications is for educational and informational purposes only and does not constitute:

• Legal advice
• Accounting or tax advice
• Investment advice
• Regulatory compliance advice
• A comprehensive operational audit

Formal consulting engagements and professional advice require a signed service agreement. You should consult with qualified legal, accounting, and compliance professionals regarding your specific situation.

5. Intellectual Property

5.1 Our Content

All content on this Site, including text, graphics, logos, images, software, and assessment tools, is the property of Groveline Advisor Services and is protected by copyright, trademark, and other intellectual property laws. You may not reproduce, distribute, modify, or create derivative works without our express written permission.

5.2 Your Content

By submitting information through our assessment tool or contact forms, you grant us a non-exclusive, worldwide, royalty-free license to use, store, and process that information for the purposes of providing our services and improving our offerings.

6. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW:

• GROVELINE PROVIDES THE SITE AND ASSESSMENT TOOL "AS IS" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED
• WE DISCLAIM ALL WARRANTIES, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT
• WE ARE NOT LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING FROM YOUR USE OF OUR SITE OR SERVICES
• OUR TOTAL LIABILITY FOR ANY CLAIMS RELATED TO THE COMPLIMENTARY ASSESSMENT TOOL SHALL NOT EXCEED $100
• WE ARE NOT RESPONSIBLE FOR DECISIONS MADE BASED ON ASSESSMENT RESULTS OR INFORMATION PROVIDED ON OUR SITE

7. Indemnification

You agree to indemnify, defend, and hold harmless Groveline Advisor Services, its officers, directors, employees, and agents from any claims, damages, losses, liabilities, and expenses (including reasonable attorney fees) arising from:

• Your use of our Site or services
• Your violation of these Terms
• Your violation of any third-party rights
• Any information you submit through our Site

8. Service Engagements

Any formal consulting or advisory services provided by Groveline require a separate written service agreement. These Terms do not create a client relationship or consulting engagement. Specific terms for paid services, including:

• Scope of work
• Fees and payment terms
• Deliverables and timelines
• Confidentiality provisions
• Liability limitations

will be outlined in a separate service agreement that supersedes these general Terms for the specific engagement.

9. User Conduct

You agree not to:

• Use our Site for any unlawful purpose
• Attempt to gain unauthorized access to our systems or data
• Interfere with or disrupt our Site or servers
• Submit false, misleading, or fraudulent information
• Use automated systems (bots, scrapers) to access our Site without permission
• Reverse engineer or attempt to extract source code from our assessment tool

10. Third-Party Links and Services

Our Site may contain links to third-party websites and services (including scheduling tools, analytics services, etc.). We are not responsible for the content, privacy practices, or terms of service of third-party sites. Your use of third-party services is at your own risk.

11. Privacy

Your use of our Site is also governed by our Privacy Policy, which explains how we collect, use, and protect your information. By using our Site, you consent to our privacy practices as described in the Privacy Policy.

12. Modifications to Terms

We reserve the right to modify these Terms at any time. We will notify users of material changes by updating the "Last Updated" date at the top of this page. Your continued use of our Site after changes are posted constitutes acceptance of the modified Terms.

13. Modifications to Services

We reserve the right to modify, suspend, or discontinue any aspect of our Site or services at any time without notice. We are not liable for any modification, suspension, or discontinuation of services.

14. Governing Law and Dispute Resolution

14.1 Governing Law

These Terms are governed by the laws of the State of Texas, United States, without regard to its conflict of law provisions.

14.2 Dispute Resolution

Any disputes arising from these Terms or your use of our Site shall be resolved through binding arbitration in Dallas, Texas, in accordance with the rules of the American Arbitration Association. You waive any right to a jury trial or to participate in a class action lawsuit.

15. Severability

If any provision of these Terms is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary, and the remaining provisions shall remain in full force and effect.

16. Entire Agreement

These Terms, together with our Privacy Policy, constitute the entire agreement between you and Groveline Advisor Services regarding the use of our Site and supersede all prior agreements and understandings.

17. Contact Information

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