Legal

TERMS OF SERVICE

Effective Date: May 2, 2026
Last Updated: May 2, 2026

These Terms of Service ("Terms") constitute a legally binding agreement between SALESZ LLC, a Florida limited liability company doing business as Stratalize ("Stratalize," "we," "us," or "our"), and the entity or individual ("Customer," "you," or "your") accessing or using the Stratalize platform and services.

BY ACCESSING OR USING THE STRATALIZE PLATFORM, YOU REPRESENT THAT YOU HAVE READ, UNDERSTAND, AND AGREE TO BE BOUND BY THESE TERMS. IF YOU DO NOT AGREE, DO NOT ACCESS OR USE THE PLATFORM. IF YOU ARE ACCEPTING ON BEHALF OF AN ORGANIZATION, YOU REPRESENT THAT YOU HAVE AUTHORITY TO BIND THAT ORGANIZATION.

1. DEFINITIONS

"AI Synthesis Output" means any intelligence brief, report, strategy, benchmark, or other AI-generated output produced by the Platform.

"Authorized User" means any individual authorized by Customer to access and use the Platform under Customer's subscription.

"Customer Data" means data, content, and information submitted to the Platform by Customer or its Authorized Users, including integration credentials, uploaded documents, and queries.

"Documentation" means the technical documentation, help articles, and usage guides made available at stratalize.com/docs.

"Integration" means a connection between the Platform and a third-party system (e.g., QuickBooks, HubSpot, Salesforce, Epic, Jack Henry, Fiserv) established by Customer.

"Platform" means the Stratalize AI governance and intelligence software-as-a-service platform, including all associated APIs, MCP servers, web interfaces, and mobile applications.

"Subscription" means the access rights purchased by Customer for the Platform as described in an Order Form or as specified on contact us for pricing.

2. SUBSCRIPTIONS AND ACCESS

2.1 Grant of Access.

Subject to these Terms and payment of applicable fees, Stratalize grants Customer a limited, non-exclusive, non-transferable right to access and use the Platform during the Subscription term solely for Customer's internal business purposes and in accordance with the Documentation.

2.2 User Seats.

Customer's Subscription includes a specified number of Authorized User seats. Customer may not exceed its purchased seat count without purchasing additional seats. Each Authorized User account is for a single individual and may not be shared.

2.3 Restrictions.

Customer shall not, and shall not permit Authorized Users to:

(a) License, sublicense, sell, resell, transfer, assign, or otherwise commercially exploit the Platform;

(b) Reverse engineer, decompile, disassemble, or attempt to derive the source code of the Platform;

(c) Access the Platform to build a competing product or service;

(d) Circumvent or attempt to circumvent any governance, approval, or access control mechanisms built into the Platform;

(e) Use the Platform in violation of applicable law, regulation, or these Terms;

(f) Use the Platform to process data in a manner that violates the rights of any third party;

(g) Introduce malicious code, viruses, or other harmful components into the Platform;

(h) Use automated means to scrape, crawl, or extract data from the Platform other than through designated APIs.

2.4 Acceptable Use.

Customer's use of the Platform is subject to the Acceptable Use Policy available at stratalize.com/acceptable-use.

3. FEES AND PAYMENT

3.1 Fees.

Customer agrees to pay the fees set forth in the applicable Order Form or as displayed on the Platform at the time of purchase. All Fees are in U.S. dollars and are non-refundable except as expressly set forth herein or required by law.

3.2 Billing.

Fees are billed in advance on a monthly or annual basis as selected by Customer. Customer authorizes Stratalize (via Stripe) to charge the payment method on file.

3.3 Taxes.

Fees are exclusive of applicable taxes. Customer is responsible for all sales, use, GST, VAT, and similar taxes assessed on the Fees, other than taxes on Stratalize's income.

3.4 Late Payment.

Overdue amounts are subject to interest at the lesser of 1.5% per month or the maximum rate permitted by law. Stratalize reserves the right to suspend access upon 30 days' written notice for non-payment.

3.5 Price Changes.

Stratalize will provide at least 30 days' notice before increasing prices for existing Customers. Price changes take effect at the next renewal.

3.6 Cancellation Policy.

(a) Cancellations with more than 90 days' notice: full refund of prepaid amounts.

(b) Cancellations with 31–90 days' notice: 50% refund of prepaid amounts for the unused period.

(c) Cancellations with 30 days' notice or less: no refund.

4. CUSTOMER DATA AND INTEGRATIONS

4.1 Customer Ownership.

As between the parties, Customer retains all right, title, and interest in and to Customer Data. Stratalize acquires no ownership rights in Customer Data.

4.2 License to Customer Data.

Customer grants Stratalize a limited, non-exclusive license to use Customer Data solely to provide the Platform and related services to Customer.

4.3 Integration Data.

When Customer connects third-party Integrations, Customer represents and warrants that it has all necessary rights, authorizations, and consents to share that data with the Platform. Customer is responsible for compliance with the terms of service of any third-party system it connects.

4.4 Ephemeral Data Processing.

Stratalize processes raw integration data through an ephemeral staging pipeline. Raw source data is automatically deleted upon successful synthesis. Stratalize retains signed AI Synthesis Outputs, governance audit records, and operational metadata as described in the Privacy Policy.

4.5 No Training on Customer Data.

Stratalize does not use Customer Data to train AI models. AI inference is performed via the Anthropic API under an enterprise agreement that prohibits using API content for model training.

5. INTELLECTUAL PROPERTY

5.1 Platform Ownership.

Stratalize and its licensors own all right, title, and interest in and to the Platform, including all software, algorithms, models, interfaces, documentation, and any improvements thereto.

5.2 Feedback.

If Customer provides Feedback, Customer grants Stratalize a royalty-free, worldwide, perpetual license to use and incorporate such Feedback into the Platform without restriction or compensation.

5.3 AI Synthesis Outputs.

Customer owns the AI Synthesis Outputs generated on its behalf during the Subscription. Stratalize retains the right to maintain cryptographic records of outputs for attestation and audit purposes.

5.4 Patent Rights.

Certain aspects of the Stratalize platform — including its zero-storage JIT synthesis architecture, per-user field-level permission enforcement, and cryptographically attested output methodology — are the subject of pending patent applications. Customer's use of the Platform does not grant any patent license except as necessary to use the Platform as permitted under these Terms.

5.5 Trademarks.

Customer may not use Stratalize's name, logo, or trademarks without prior written consent.

6. CONFIDENTIALITY

6.1 Definition.

"Confidential Information" means any non-public information disclosed by one party to the other that is designated as confidential or that reasonably should be understood to be confidential.

6.2 Obligations.

Each party agrees to: (a) hold the other's Confidential Information in strict confidence; (b) not disclose it to third parties without prior written consent; and (c) use it only as necessary to fulfill obligations under these Terms.

6.3 Exceptions.

Confidentiality obligations do not apply to information that: (a) is or becomes publicly available without breach; (b) was rightfully known prior to disclosure; (c) is independently developed without reference to Confidential Information; or (d) must be disclosed by law.

6.4 Term.

Confidentiality obligations survive termination for 3 years, except for trade secrets which remain confidential indefinitely.

7. REPRESENTATIONS AND WARRANTIES

7.1 Mutual.

Each party represents and warrants that: (a) it has authority to enter into these Terms; (b) these Terms are enforceable against it; and (c) entering into these Terms does not violate any other agreement.

7.2 Stratalize.

Stratalize warrants that: (a) the Platform will perform materially in accordance with the Documentation; (b) it will implement commercially reasonable security practices; and (c) it will comply with applicable privacy laws in processing Customer Data.

7.3 Customer.

Customer warrants that: (a) it has all rights necessary to provide Customer Data; (b) Customer Data does not violate applicable law or third-party rights; and (c) it will use the Platform in compliance with these Terms and applicable laws.

7.4 AI OUTPUT DISCLAIMER.

AI SYNTHESIS OUTPUTS ARE GENERATED BY LARGE LANGUAGE MODELS AND ARE PROVIDED FOR INFORMATIONAL AND ANALYTICAL PURPOSES ONLY. THEY DO NOT CONSTITUTE LEGAL, FINANCIAL, MEDICAL, REGULATORY, OR PROFESSIONAL ADVICE. CUSTOMER IS SOLELY RESPONSIBLE FOR DECISIONS MADE BASED ON AI SYNTHESIS OUTPUTS. STRATALIZE DOES NOT WARRANT THE ACCURACY, COMPLETENESS, OR FITNESS FOR ANY PARTICULAR PURPOSE OF ANY AI SYNTHESIS OUTPUT.

8. DISCLAIMER OF WARRANTIES

EXCEPT AS EXPRESSLY SET FORTH IN SECTION 7.2, THE PLATFORM IS PROVIDED "AS IS" AND "AS AVAILABLE." STRATALIZE EXPRESSLY DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT.

9. LIMITATION OF LIABILITY

9.1 Exclusion of Consequential Damages.

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, NEITHER PARTY WILL BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, PUNITIVE, OR EXEMPLARY DAMAGES, INCLUDING LOSS OF PROFITS, REVENUE, DATA, BUSINESS, OR GOODWILL, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

9.2 Aggregate Cap.

EACH PARTY'S TOTAL CUMULATIVE LIABILITY WILL NOT EXCEED THE TOTAL FEES PAID BY CUSTOMER TO STRATALIZE IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM.

9.3 Exceptions.

The limitations in this Section do not apply to: (a) indemnification obligations; (b) Customer's payment obligations; (c) fraud or willful misconduct; or (d) liability that cannot be excluded by law.

10. INDEMNIFICATION

10.1 By Customer.

Customer will defend, indemnify, and hold harmless Stratalize from claims arising from: (a) Customer Data; (b) Customer's violation of these Terms or applicable law; or (c) Customer's Integrations.

10.2 By Stratalize.

Stratalize will defend, indemnify, and hold harmless Customer from third-party claims that the Platform, as used in accordance with these Terms, infringes any patent, copyright, trademark, or trade secret.

10.3 Process.

The indemnified party must: (a) promptly notify the indemnifying party in writing; (b) grant sole control of the defense; and (c) provide reasonable cooperation.

11. TERM AND TERMINATION

11.1 Term.

These Terms commence on first access and continue until terminated.

11.2 Subscription Term.

Subscriptions auto-renew unless cancelled per Section 3.6.

11.3 Termination for Cause.

Either party may terminate immediately upon written notice if the other: (a) materially breaches and fails to cure within 30 days; or (b) becomes insolvent or files for bankruptcy.

11.4 Effect of Termination.

Upon termination: (a) all access rights terminate; (b) Customer must cease using the Platform; (c) Stratalize will make Customer Data available for export for 30 days, then delete per the Privacy Policy; and (d) each party will return or destroy Confidential Information upon request.

11.5 Survival.

Sections 5, 6, 7.4, 8, 9, 10, 11.4, 11.5, 12, and 13 survive termination.

12. GOVERNING LAW AND DISPUTE RESOLUTION

12.1 Governing Law.

These Terms are governed by the laws of the State of Florida, without regard to conflict of law provisions.

12.2 Venue.

Disputes will be brought exclusively in state or federal courts in Broward County, Florida.

12.3 Informal Resolution.

Before filing any claim, the parties will attempt good-faith negotiation for 30 days.

12.4 WAIVER OF JURY TRIAL.

EACH PARTY WAIVES ANY RIGHT TO A JURY TRIAL IN ANY ACTION ARISING FROM THESE TERMS.

13. GENERAL PROVISIONS

13.1 Entire Agreement.

These Terms, together with the Privacy Policy, DPA (if applicable), and any Order Forms, constitute the entire agreement between the parties.

13.2 Amendment.

Material changes will be communicated with at least 30 days' notice.

13.3 Assignment.

Customer may not assign these Terms without prior written consent. Stratalize may assign in connection with a merger or acquisition.

13.4 Waiver.

Failure to enforce any provision does not constitute a waiver.

13.5 Severability.

If any provision is found unenforceable, it will be modified to the minimum extent necessary and remaining provisions continue.

13.6 Force Majeure.

Neither party will be liable for delays caused by circumstances beyond its reasonable control.

13.7 Notices.

Legal notices to Stratalize: legal@stratalize.com

13.8 No Third-Party Beneficiaries.

These Terms are for the sole benefit of the parties.

Contact: legal@stratalize.com

SALESZ LLC dba Stratalize

205 N Michigan Ave Suite 810, Chicago, IL 60601