1. Service Overview

By purchasing the DealReady™ Capital Documents Review, the Client engages DealReady™ to perform a
professional review of submitted materials related to a proposed capital raise. This includes:

• Documentation quality review
• Capital Readiness Score
• Risk flag identification
• Written feedback with recommendations
  This service does not include:
• Lender/investor matchmaking or placement
• Legal advice or contract revision
• Guarantee of funding or outcome

2. Definitions

“Client” refers to the individual or entity purchasing the DealReady™ Capital Documents Review.
“DealReady™” refers to the provider of the Capital Readiness Score and evaluation services.
“Materials” include all documentation submitted by the Client, including business plans,
financials, use of funds, pitch decks, and related content.
“Review” refers to the evaluation service offered under this agreement.

3. Client Responsibilities

To activate the review process, Client must upload documentation via the DealReady™ upload
portal. Clients are encouraged to submit the following materials:

• Executive Summary
• Pitch Deck or Business Plan
• Use of Funds Statement
• Financials (historical and projected), cap table (if applicable), and owner bios

Client will receive automated reminders to upload files, but the report will be generated based
on materials received within 5 business days of purchase.

If required documents are missing, the report will reflect any gaps and provide scoring based on
what was available. DealReady™ does not pause or delay the review pending further
submissions. All scoring will reflect the consistency, clarity, and completeness of the materials
received.

By submitting materials, the Client affirms that the information provided is true, accurate, and
based on a real and viable project. DealReady™ is not responsible for verifying the authenticity
or factual basis of the Client’s materials or efficacy of the deal.

4. Timeline

The review will be completed within 7 business days from the date of full document submission
or the 5-day submission window, whichever comes first.

DealReady™ makes every effort to deliver the evaluation within this timeframe. However,
delivery times may be extended due to the complexity of the project, the completeness of
submitted documents, or the volume of reviews being processed by the DealReady™ team.

5. Fees and Refund Policy

The fee for the DealReady™ Capital Documents Review is $4,999 USD, payable in full at time of purchase.
All fees are non-refundable once the review has begun.

If submitted materials are incomplete or not aligned with capital raising standards, DealReady™
reserves the right to proceed with the review as-is. In such cases, the report will clearly note
missing requirements.

DealReady™ provides its Capital Readiness Score based on professional judgment and the
documentation received. While all efforts are made to ensure accuracy and fairness, the Client
understands that evaluation involves interpretation and discretion. As such, disagreement with
a score or feedback does not constitute grounds for a refund.

Clients are encouraged to review all materials for accuracy before submission, and DealReady™
does not assume liability for errors, omissions, or inconsistencies present in the documents
provided.

By submitting payment, the Client authorizes DealReady™ to charge the agreed fee and
acknowledges that this is a professional service. Chargebacks or payment disputes will be
considered a breach of contract. DealReady™ reserves the right to pursue collection and
recovery of incurred costs.

6. Confidentiality & Privacy

All materials submitted are treated as confidential and are not shared outside of DealReady™
without written consent. No ownership rights in Client’s intellectual property are claimed. All
information is stored securely for the purpose of completing the Capital Documents Review.

For full details on how your data is collected, used, and protected, please review our Privacy
Policy

7. Limitation of Liability

DealReady™ provides professional evaluations based solely on the documentation submitted
by the Client. The Capital Readiness Score and accompanying feedback are intended for
informational and educational purposes only and do not constitute legal, financial, or
investment advice.

DealReady™ makes no representations or warranties regarding the accuracy, completeness, or
applicability of the Client’s materials or soundness of the project, nor does it guarantee any
outcome, including funding, investment, or lender interest.

The Client remains solely responsible for verifying the accuracy of all submitted information,
performing their own due diligence on any funding offers received, and making all business
decisions regarding capital use, partnerships, and financing terms.

By purchasing this service, the Client agrees that DealReady™, its parent company, affiliates,
and representatives shall not be held liable for any loss, damages, or consequences arising
from the use—or perceived use—of the Capital Readiness Score or related insights.
Disagreement with the score or feedback does not constitute grounds for liability or refund.

8. Score Reassessment Policy

Clients have the opportunity to resubmit improved materials up to two (2) additional times after
the initial report has been delivered. This allows clients to address gaps or weaknesses and
request a reassessment of their readiness score.

Each reassessment must be submitted within 30 days of the original review date. No additional
fees are charged for these resubmissions.

9. Capital Documents Readiness Score Criteria

The DealReady™ Capital Documents Readiness Score evaluates the Client’s submitted materials across
seven core categories:

• Clarity of Vision – Is the project presented with a compelling narrative, clear objectives, and
  strategic purpose?
• Document Quality – Are the pitch deck, executive summary, and supporting materials clear,
  professional, consistent, and aligned with capital market standards?
• Financial Readiness – Do the financials (historical and projected) demonstrate viability, cash
  flow understanding, and funding alignment?
• Use of Funds Logic – Is capital allocation realistic, clearly justified, and matched to business
  outcomes?
• Timeline Presence & Realism – Is there a clearly articulated timeline for project execution and
  funding use?
• Ownership Team Bios – Are the key team members or owners introduced with relevant
  experience and roles?
• Consistency Across Documents – Are the materials aligned, with no contradictory figures or
  mismatched assumptions between documents?
• Among other important and descriptive supporting documentation submitted.

The DealReady™ Capital Readiness Score is an informational assessment based solely on
submitted documents. It is intended for educational purposes only and is designed to help
clients understand how their materials may be perceived by capital providers.

While a strong score may indicate greater alignment with investor expectations, it is not a
guarantee of funding or success and should not be relied upon as financial, legal, or investment
advice. Clients are encouraged to consult with their attorney, CPA, or licensed advisor before
making any funding-related decisions.

All funding approvals rest solely with the lender, investor, or capital source. DealReady™ has no
control over final decisions. This score does not constitute a recommendation, endorsement, or
evaluation of the quality of any capital offer the Client may receive. The Client is solely
responsible for conducting due diligence on any funding source and making their own decisions
regarding whether the terms offered are acceptable or appropriate for their business.

10. Intellectual Property

The DealReady™ Score, format, scoring framework, and any proprietary templates or
frameworks remain the exclusive property of DealReady™. The Client retains full ownership of
the documents they submit, but may not reproduce, share, or distribute the DealReady™
feedback or scoring framework without written permission.

11. Support Policy

Support is provided only for Clients with a valid paid engagement. Questions related to
document delivery, scoring, or technical access will be addressed via email at
support@dealready.com. Phone support is not guaranteed and will only be scheduled after a
written request is received.

12. Inquiries & Complaint Resolution

If the Client has a concern, complaint, or dispute regarding this service, they agree to submit
their concern in writing to support@dealready.ai with the subject line “Client Resolution
Request.” DealReady™ commits to reviewing the concern and responding within 5 business days.

All communications must be submitted in writing. Phone calls or escalation requests will be
addressed only after written communication is received and reviewed. This policy ensures that
all concerns are handled fairly, consistently, and with proper documentation.

13. Force Majeure

DealReady™ shall not be held liable for any delay or failure in performance of any part of the
Service due to circumstances beyond its reasonable control, including but not limited to acts of
God, internet outages, service interruptions, or regulatory changes.

14. Additional Services & Engagements

The DealReady™ Capital Review is a standalone evaluation. If the Client wishes to engage
DealReady™ for additional services—including but not limited to documentation upgrades,
consulting, capital advisory, or lender introductions—a separate agreement will be required.

Any additional services are subject to their own scope of work, pricing, timeline, and terms. No
such services are included or implied within this Capital Readiness Score engagement unless
specifically agreed to in writing.

15. Indemnification

The Client agrees to indemnify and hold harmless DealReady™, its owners, officers, affiliates,
and partners from any claims, damages, liabilities, costs, or expenses (including attorney fees)
arising from the Client’s use of the service, the accuracy or legitimacy of submitted materials,
or any third-party claims related to funding applications or representations made by the Client.

16. Changes to Terms

DealReady™ reserves the right to update or revise these Terms of Service at any time. Clients
will be notified of material changes via email or through prominent notice on the DealReady™
platform. Continued use of the services after such updates constitutes agreement to the
revised terms. Clients are encouraged to review the Terms periodically.

17. Governing Law

These Terms of Service shall be governed by and interpreted in accordance with the laws of the
State of Florida, USA, without regard to conflict of law principles. Any legal action or proceeding
shall be brought exclusively in the state or federal courts located in Hillsborough County,
Florida, USA.

18. Acceptance of Terms

By submitting payment and proceeding with this service, Client confirms that they have read,
understood, and agreed to these Terms of Service.