Terms of Service

Last updated: October 28, 2025

1. Agreement to Terms

By accessing or using Capbase.ai ("Service," "Platform," or "Website"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, please do not use our Service.

2. Description of Service

Capbase provides a platform for tracking and analyzing institutional investor holdings, hedge fund positions, and financial market data. Our Service includes access to SEC filings, institutional ownership data, and related financial analytics.

3. Important Disclaimers

Not Financial Advice

The information provided through our Service is for informational and educational purposes only. We do not provide financial, investment, trading, or legal advice. You should not rely on our Service as a substitute for professional financial advice from a qualified financial advisor.

No Investment Recommendations

Nothing on this Platform should be construed as a recommendation to buy, sell, or hold any security or investment. All investment decisions are made at your own risk, and you should conduct your own research and due diligence before making any investment decisions.

Data Accuracy

While we strive to provide accurate and up-to-date information, we do not guarantee the accuracy, completeness, or timeliness of any data on our Platform. Financial data may be delayed, incomplete, or contain errors.

4. User Eligibility

You must be at least 18 years old to use our Service. By using the Service, you represent and warrant that you meet this age requirement and have the legal capacity to enter into these Terms.

5. Acceptable Use

You agree not to:

  • Use the Service for any unlawful purpose or in violation of any laws
  • Attempt to gain unauthorized access to any portion of the Service or any systems or networks
  • Interfere with or disrupt the Service or servers or networks connected to the Service
  • Use any automated means (including bots, scrapers, or spiders) to access the Service without our express written permission
  • Reproduce, duplicate, copy, sell, resell, or exploit any portion of the Service without our express written permission
  • Transmit any viruses, worms, defects, Trojan horses, or any items of a destructive nature
  • Impersonate any person or entity or misrepresent your affiliation

6. Intellectual Property

The Service and its original content, features, and functionality are owned by Capbase and are protected by international copyright, trademark, patent, trade secret, and other intellectual property laws. You may not use our trademarks, logos, or branding without our prior written consent.

7. Third-Party Data and Links

Our Service may contain data sourced from third parties, including the SEC and other financial data providers. We are not responsible for the accuracy or reliability of third-party data. The Service may also contain links to third-party websites that are not owned or controlled by Capbase. We have no control over and assume no responsibility for such third-party content.

8. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, CAPBASE SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS OR REVENUES, WHETHER INCURRED DIRECTLY OR INDIRECTLY, OR ANY LOSS OF DATA, USE, GOODWILL, OR OTHER INTANGIBLE LOSSES, RESULTING FROM:

  • Your access to or use of or inability to access or use the Service
  • Any conduct or content of any third party on the Service
  • Any investment decisions or actions taken based on information from the Service
  • Any errors, inaccuracies, or omissions in any content or data provided through the Service
  • Unauthorized access, use, or alteration of your data

9. Disclaimer of Warranties

THE SERVICE IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, SECURE, OR ERROR-FREE.

10. Indemnification

You agree to defend, indemnify, and hold harmless Capbase and its officers, directors, employees, and agents from and against any claims, damages, obligations, losses, liabilities, costs, or expenses arising from: (a) your use of the Service; (b) your violation of these Terms; or (c) your violation of any third-party rights.

11. Termination

We reserve the right to terminate or suspend your access to the Service immediately, without prior notice or liability, for any reason, including breach of these Terms. Upon termination, your right to use the Service will immediately cease.

12. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the United States, without regard to its conflict of law provisions. Any disputes arising from these Terms or the Service shall be resolved in the courts located in the United States.

13. Changes to Terms

We reserve the right to modify or replace these Terms at any time. We will provide notice of any material changes by posting the new Terms on this page and updating the "Last updated" date. Your continued use of the Service after changes become effective constitutes acceptance of the revised Terms.

14. 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.

15. Entire Agreement

These Terms constitute the entire agreement between you and Capbase regarding the use of the Service and supersede all prior agreements and understandings.

16. Contact Information

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

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