Last Updated: October 20, 2025
Welcome to CapitalSnapshot. These Terms of Service ("Terms") govern your access to and use of the CapitalSnapshot platform, website, and services (collectively, the "Service"). By accessing or using the Service, you agree to be bound by these Terms.
By registering for, accessing, or using the Service, you confirm that you accept these Terms and agree to comply with them. If you do not agree to these Terms, you must not use the Service.
CapitalSnapshot provides financial modeling, analytics, and planning tools designed to help startups and businesses create financial projections, statements, and investor-ready materials. The Service includes:
To access certain features of the Service, you must register for an account. You agree to:
You are responsible for all activities that occur under your account. You must not share your account credentials or allow others to access your account.
CapitalSnapshot offers various subscription plans, including free and premium tiers. Features and limitations vary by plan tier.
Premium subscriptions are billed in advance on a recurring basis (monthly or as specified in your plan). You agree to pay all fees associated with your selected plan. Payments are processed securely through our payment processor.
You may cancel your subscription at any time. Cancellations take effect at the end of the current billing period. Refunds are provided in accordance with EU consumer protection laws and our refund policy.
You agree to use the Service only for lawful purposes and in accordance with these Terms. You must not:
The Service and its original content, features, and functionality are owned by CapitalSnapshot and are protected by international copyright, trademark, and other intellectual property laws.
You retain ownership of any financial data, business information, and content you upload to the Service ("User Content"). By using the Service, you grant us a limited license to use, store, and process your User Content solely to provide the Service to you.
Your privacy is important to us. Our collection and use of personal information is described in our Privacy Policy, which forms part of these Terms. By using the Service, you consent to such processing and you warrant that all data provided by you is accurate.
As an EU-based service, we comply with the General Data Protection Regulation (GDPR). You have the right to:
To exercise these rights, please contact us at [email protected].
The Service is provided "as is" and "as available" without warranties of any kind, either express or implied. While we strive for accuracy, we do not warrant that:
Important: CapitalSnapshot provides tools and information for educational and planning purposes. The Service does not constitute financial, investment, legal, or tax advice. You should consult qualified professionals for specific advice.
To the maximum extent permitted by applicable law, CapitalSnapshot and its affiliates, officers, employees, agents, partners, and licensors shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including without limitation, loss of profits, data, use, goodwill, or other intangible losses, resulting from:
You agree to defend, indemnify, and hold harmless CapitalSnapshot and its affiliates from and against any claims, liabilities, damages, losses, and expenses arising out of or in any way connected with your access to or use of the Service or your violation of these Terms.
We may terminate or suspend your account and access to the Service immediately, without prior notice or liability, for any reason, including if you breach these Terms. Upon termination, your right to use the Service will immediately cease.
We reserve the right to modify or replace these Terms at any time. We will provide notice of material changes by posting the new Terms on this page and updating the "Last Updated" date. Your continued use of the Service after such modifications constitutes acceptance of the updated Terms.
These Terms shall be governed by and construed in accordance with the laws of the European Union and the Republic of Ireland, without regard to its conflict of law provisions. Any disputes arising from these Terms or the Service shall be subject to the exclusive jurisdiction of the courts of Ireland.
In accordance with EU law, we are committed to resolving disputes fairly and efficiently. If you have any concerns or disputes about the Service, please first contact us at [email protected]. We will attempt to resolve disputes through good faith negotiations.
If any provision of these Terms is held to be invalid or unenforceable, the remaining provisions will continue in full force and effect.
These Terms, together with our Privacy Policy, constitute the entire agreement between you and CapitalSnapshot regarding the Service and supersede any prior agreements.
If you have any questions about these Terms, please contact us: