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Terms of Service

Last updated: September 8, 2026

These Terms of Service (“Terms”) form a legally binding agreement between you (“you” or “Subscriber”) and High Peaks Capital LLC dba Investor Roster, a New York limited liability company (“Investor Roster,” “we,” “us,” or “our”), governing your use of the Investor Roster website at investorroster.com and any related services (collectively, the “Service”).

By creating an account or using the Service you agree to these Terms. If you do not agree, do not use the Service.

1. Description of the Service

The Service is a subscription database and workflow tool for commercial real estate (“CRE”) professionals. It provides searchable information about capital partners (equity and debt), deal-management tools (lists, deals, contacts, activity logs, follow-up reminders), and related features intended to support capital raising for commercial real estate transactions.

The Service is information, not investment advice. Nothing in the Service is or should be construed as a recommendation to make any specific investment or to engage with any specific firm or contact. See Section 9 (Disclaimers).

2. Eligibility and account registration

You must be at least 18 years old and capable of entering into a binding contract to use the Service. You agree to provide accurate registration information and to keep your account information current. You are responsible for all activity that occurs under your account.

The Service is sold for individual professional use. You may not share your account credentials, allow others to use your account, or resell access to the Service.

3. Free plan, subscriptions, and billing

Free plan

Registration does not require a payment method, and no amount is charged for the free plan at any time. Registration requires a working email address, which you must confirm by following the link we send you before your account is activated. The free plan does not expire and does not convert to a paid subscription. There is no trial period.

On the free plan you may open the full profile pages of up to five (5) unique firms in each calendar month, including the contact details we hold for individuals at those firms. Re-opening a firm profile you have already opened does not count as an additional profile for the month in which it was first opened. The allowance resets at the start of each calendar month and does not accumulate. Searching is available throughout, subject to a display limit on the number of search results returned per query; the total number of matching firms is shown regardless of that limit.

Exporting data, and the display of firm profiles beyond the monthly allowance, require a paid subscription. We may apply reasonable rate limits to searching and other activity on the free plan to protect the Service, and may suspend or close an account used to circumvent the monthly allowance, including through the creation of multiple accounts.

A paid subscription begins when you choose to subscribe and provide a payment method, and the payment method is charged at that time. If a paid subscription is cancelled or lapses, the account reverts to the free plan described above rather than being closed.

Subscription plans

The Service is offered on the following plans, with prices in U.S. dollars:

  • Solo Standard— $149 per month, or $1,188 per year billed annually in advance. One user.
  • Solo Founding— $99 per month, or $792 per year billed annually in advance. One user. Available to the first twenty (20) subscribers; locked at this rate for the life of the subscription as long as the subscription remains continuously active.
  • Teams Standard— $299 per month, or $2,388 per year billed annually in advance. Up to five (5) users.
  • Teams Founding— $199 per month, or $1,596 per year billed annually in advance. Up to five (5) users. Same twenty-subscriber cap and lifetime-rate guarantee as Solo Founding.

Founding-rate eligibility is determined at the moment you subscribe by the number of Founding places already claimed, counted per subscription rather than per user: a founding Teams subscription occupies one (1) of the twenty places regardless of how many users it covers. A Founding place is claimed permanently. Once claimed, a place is never returned to the pool - including if that subscription is later cancelled, refunded, downgraded, or otherwise ends. When all twenty places have been claimed, the Founding rate is permanently withdrawn and every subsequent subscription is offered Standard rates only.

Founding rate continuity

The Founding rate is conditional on continuous subscription. If you cancel your subscription, the Founding rate is forfeited permanently: should you resubscribe at any later date, Standard rates apply, even if you were among the original twenty Founding subscribers. Cancelling does not return your Founding place to the pool and does not make a place available to anyone else.

Billing and renewal

Subscriptions renew automatically at the end of each billing period (monthly or annual, depending on your plan) at the then-current price for your plan. You authorize us, via Stripe, to charge your payment method for each renewal.

Cancellation

You may cancel your subscription at any time through the Customer Portal accessible from your account page. Cancellation takes effect at the end of your then-current billing period; you retain access through that period.

Refunds

Subscription fees are non-refundable. We do not provide refunds or credits for partial subscription periods, unused features, or cancellation before the end of a billing period. This includes annual subscriptions canceled mid-year.

Price changes

We may change subscription prices for new signups at any time. Existing subscribers will receive at least thirty (30) days’ notice before any price increase takes effect on their plan; the increase will apply at the start of the next billing period after the notice period. Founding-rate subscribers are exempt from price increases for as long as their subscription remains continuously active, as described above.

4. Acceptable use

You agree not to:

  • Scrape, harvest, or copy the contents of the Service, in whole or substantial part, by any automated means or for the purpose of building or supplementing any competing product or database.
  • Resell or redistribute information obtained through the Service, whether as raw data, lists, leads, or in any other form.
  • Use the Service for mass-solicitation of firms or contacts in a manner inconsistent with applicable anti-spam laws (including CAN-SPAM, TCPA, and equivalent state and international laws).
  • Reverse engineer, decompile, or attempt to derive the source code of the Service or any underlying technology.
  • Interfere with or disruptthe Service, the servers or networks it runs on, or other subscribers’ use of the Service.
  • Use the Service to violate any law or the rights of any person.

We reserve the right to suspend or terminate any account that violates these acceptable-use rules, at our sole discretion and without refund.

5. Your content

You retain ownership of all content you create within the Service — your lists, notes, deals, tasks, activity logs, and any private firm or contact records you add. By using the Service, you grant us a limited license to host, store, transmit, and display your content as needed to operate the Service for you. We will not use your content for any other purpose, and we will not share it with other subscribers or third parties except as required to provide the Service (for example, storing it on our database infrastructure).

You are responsible for the legality and accuracy of any content you submit, including ensuring that any contact information or notes about third parties do not violate those third parties’ rights.

6. Our content and intellectual property

The Service, including its software, database structure, public reference data (firms, contacts, news mentions), design, branding, and all other content provided by us, is and remains the exclusive property of Investor Roster and its licensors. Your subscription grants you a limited, non-exclusive, non-transferable, non-sublicensable license to access and use the Service for the purposes contemplated by these Terms.

Nothing in these Terms transfers any ownership of our intellectual property to you.

7. Public reference data accuracy

The Service includes information about firms, contacts, and news events that is researched, compiled, and curated by us from public and licensed sources. We strive to keep this information accurate and current but we do not guarantee its accuracy, completeness, or timeliness. You should independently verify any information before relying on it for business decisions.

If you identify inaccuracies, please contact us at the address in Section 14 and we will review and correct as appropriate.

8. Submissions

If you submit information to us through public forms (for example, a co-GP self-submission), you represent that the information is accurate, that you have the right to submit it, and that you grant us a perpetual, royalty-free license to use the information as part of the Service. We may edit, accept, reject, or remove any submitted information at our sole discretion.

9. Disclaimers

THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE.” To the maximum extent permitted by law, we disclaim all warranties, express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, non-infringement, and any warranties arising from course of dealing or usage of trade.

The Service is not investment advice. Nothing in the Service is or should be construed as a recommendation, endorsement, or solicitation regarding any specific investment, firm, contact, or transaction. You are solely responsible for any business or investment decisions you make.

No guarantee of capital raising. We do not guarantee that subscribers will raise capital, close deals, or achieve any specific business outcome through use of the Service.

10. Limitation of liability

To the maximum extent permitted by law:

  • No indirect or consequential damages. Neither party will be liable for any indirect, incidental, special, consequential, or punitive damages arising out of or related to these Terms or the Service, including lost profits, lost data, or business interruption, regardless of the legal theory and even if advised of the possibility of such damages.
  • Cap on direct damages. Our total cumulative liability to you for any claims arising out of or related to these Terms or the Service is limited to the greater of (a) the amount you paid us in subscription fees in the twelve (12) months preceding the event giving rise to the claim, or (b) one hundred U.S. dollars ($100).

Some jurisdictions do not allow the exclusion or limitation of certain damages; in those jurisdictions our liability is limited to the smallest extent permitted by law.

11. Indemnification

You agree to defend, indemnify, and hold harmless Investor Roster and its officers, members, employees, agents, and affiliates from and against any claims, damages, losses, liabilities, and expenses (including reasonable attorneys’ fees) arising out of or related to: (a) your use of or access to the Service in violation of these Terms; (b) your violation of any law or the rights of any third party; or (c) any content you submit or any private contact information you upload.

12. Termination

You may terminate these Terms at any time by canceling your subscription and discontinuing use of the Service. We may suspend or terminate your access to the Service at any time, with or without notice, for any reason, including violation of these Terms.

Upon termination: (a) your right to access the Service ends immediately; (b) we will retain your data for the retention period described in our Privacy Policy and will delete it on request; and (c) provisions of these Terms that by their nature should survive termination (including Sections 5-11 and 13) will survive.

13. Governing law and disputes

These Terms are governed by the laws of the State of New York, without regard to its conflict-of-laws principles. The parties consent to the exclusive jurisdiction of the state and federal courts located in New York County, New York, for any dispute arising out of or related to these Terms or the Service, except that either party may seek injunctive relief in any court of competent jurisdiction.

The parties waive any right to a jury trial.

14. Changes to these Terms

We may update these Terms from time to time. If we make material changes, we will notify you by email or by posting a notice in the Service at least thirty (30) days before the changes take effect. Your continued use of the Service after the effective date constitutes acceptance of the updated Terms. If you do not agree to the updated Terms, you must cancel your subscription before the effective date.

15. Miscellaneous

Entire agreement. These Terms, together with the Privacy Policy, constitute the entire agreement between you and Investor Roster regarding the Service and supersede any prior agreements.

No waiver. Our failure to enforce any provision of these Terms is not a waiver of that provision.

Severability. If any provision of these Terms is held unenforceable, the remaining provisions remain in full force.

Assignment. You may not assign these Terms without our written consent. We may assign these Terms in connection with a merger, acquisition, or sale of assets.

Contact. Questions about these Terms can be sent to support@investorroster.com or to 600 Fishers Station Drive, Suite 114, Victor, NY 14564.