Terms of Service

Last updated November 2026.

1. The service

AutoVest provides software for creating, modeling and managing acquisition portfolios (“funds”), including an AI Advisor and autonomous automation features. AutoVest is not a broker-dealer, bank, investment adviser or exchange.

2. Model-driven figures

Valuations, earnings, market share and other figures displayed in the product are produced by AutoVest’s models. They are estimates for planning and management purposes, are not guarantees of future results, and do not represent funds held in custody unless explicitly stated. Real-world acquisitions require negotiation, diligence, financing agreements and compliance with applicable law.

3. Your account

You are responsible for safeguarding your credentials and for all activity under your account. You must provide accurate information and be legally able to enter into this agreement.

4. Acceptable use

You may not misuse the service, interfere with its operation, attempt to access data that is not yours, or use it for any unlawful purpose. We may suspend accounts that violate these terms.

5. No advice

Nothing in AutoVest constitutes investment, legal, accounting or tax advice. Consult qualified professionals before making financial decisions.

6. Liability

To the maximum extent permitted by law, AutoVest is provided “as is” and AutoVest is not liable for indirect, incidental or consequential damages arising from your use of the service.

7. Changes

We may update these terms. Continued use after an update constitutes acceptance of the revised terms.