Effective date: October 24, 2026·Version v2-2026-10
Operated by: Catalyst Hedge Fund Marketing LLC, a Florida limited liability company (Miami, Florida) (“Catalyst,” “we,” “us,” or “our”). Platform: Capital Formation Intelligence, available at capitalformation.ai (the “Platform”).
These Terms of Service (“Terms”) govern your access to and use of the Platform. By creating an account, completing the application, or otherwise using the Platform, you agree to these Terms. If you do not agree, do not use the Platform. “Capital Formation Intelligence” and “capitalformation.ai” are the product, and Catalyst Hedge Fund Marketing LLC is the contracting party.
The Platform is intended for use by financial professionals and their firms — including hedge funds, private equity and venture capital funds, real estate funds, registered investment advisers, and similar entities. You represent that you are authorized to enter into these Terms on behalf of yourself and any firm you represent, and that the information you provide during application and onboarding is accurate. You are responsible for safeguarding your account credentials and for all activity under your account.
The Platform is a content-generation tool. It captures your firm’s identity, strategy, and communication style through a structured Founder Interview, builds a Voice Profile, and generates investor-facing marketing drafts (such as pitch decks, fact sheets, one-pagers, newsletters, landing pages, and related materials).
The Platform is not a legal, tax, investment, or compliance service, and it does not provide legal, tax, investment, or compliance advice (see Section 8). It does not perform compliance review (see Section 7), and it does not guarantee any business or commercial outcome (see Section 11).
Every document the Platform generates — every deck, fact sheet, newsletter, email, and piece of content — is a draft. Artificial intelligence is a capable drafting partner and an unreliable editor: names can be transposed, dates can drift, and figures can occasionally surface that were not in your inputs. The Platform is built to reduce the time you spend producing materials, not to eliminate the time you spend reviewing them.
You are solely responsible for reviewing every output for accuracy, voice, and judgment before it is used outside your firm.
The Platform is designed never to invent or estimate performance figures, assets-under-management, return percentages, risk metrics, or any other quantitative claim about your firm. You supply every number that appears in a generated document. If a generated draft ever surfaces a quantitative figure you did not provide, you should treat it as an error, report it, and refrain from using the document until it is corrected. You are responsible for the accuracy and source of every number in your materials.
The quality of the Platform’s outputs is a direct function of the quality of your inputs — the Founder Interview, your uploaded materials, and your edits. The Platform multiplies what you put into it; it does not substitute for your knowledge of your own firm.
The Platform generates documents in two formats produced by different design engines, which will not look identical. PDF output is rendered through web-style styling: polished, on-brand, and delivery-ready, but not editable in PowerPoint. PowerPoint (.pptx) output is natively editable, but its visual styling will not match the PDF exactly and will require manual formatting before it is investor-ready. Neither format is a defect of the other; choose based on whether you need a delivery-ready or an edit-ready document.
Catalyst does not perform compliance review. We are not your chief compliance officer, your outside compliance counsel, or a registered marketing-review service. You — or your firm’s compliance function — are responsible for reviewing every output under SEC, FINRA, state, and any other applicable regulations before it is distributed to investors, clients, or prospects. This applies to every output, every time.
“Compliance-aware content” means that AI-generated drafts are written with common SEC and FINRA marketing guidelines in mind. It does not constitute a compliance review, a compliance certification, a regulatory approval, or a legal opinion.
The Platform does not generate disclosures, risk language, custodian or registration information, regulatory text, or market-event commentary. Where such content is required, the Platform provides a placeholder for you to supply your own compliance-approved text.
The Platform produces marketing drafts. It does not produce legal advice, tax advice, investment advice, or compliance advice, and neither Catalyst Hedge Fund Marketing LLC, Capital Formation Intelligence, Jennifer Bruno, nor anyone affiliated with the Platform provides such advice in any communication related to the Platform. If you need legal, tax, investment, or compliance counsel, retain the appropriate qualified professional.
The Founder Interview is a structured conversation (approximately 2–3 hours across 2–3 sessions, at your own pace) through which the Platform builds your Voice Profile. You agree to complete the Founder Interview within thirty (30) days of receiving Platform access. If it is not completed within that window, your account may be paused (preserved, not deleted) until you complete it.
Your inputs — interview answers, uploaded documents, edits, and prompts — are processed by AI models in order to produce your outputs, and are stored in your private workspace within the Platform. By using the Platform, you consent to this AI processing and storage for the purpose of generating content for your firm. Your inputs are not sold, are not shared with third parties for marketing purposes, and are not made accessible to other Platform users. (See the Privacy Policy for details on data handling and sub-processors.)
Catalyst makes no representation, promise, or guarantee about business or commercial outcomes — including capital raised, AUM growth, client acquisition, allocator or investor response, fundraising velocity, or any other result. The Platform improves the clarity and consistency of your marketing materials; what happens with those materials depends on your strategy, your performance, your relationships, market conditions, and many other factors outside the Platform’s control. Nothing in the Platform or these Terms constitutes a warranty or guarantee of success.
You own your finished outputs. The pitch decks, fact sheets, newsletters, and other documents you finalize and use externally belong to you; you may use, modify, and distribute them as your firm’s marketing materials.
We own the Platform. The underlying code, models, frameworks, prompts, methodologies, single server-side prompt file, and the manner in which the Platform produces outputs are the intellectual property of Catalyst. Your Founder Interview record and the Voice Profile built from it are working materials of the Platform, not deliverables: they are stored and served server-side only, are not downloadable or exportable, and do not transfer with you if you cancel. You acquire no rights in the Platform’s intellectual property by using it, and you may not download, copy, reverse-engineer, or redistribute the interview question logic, branching or scoring structure, the prompt file(s), or any raw Voice Profile source files.
To improve the Platform, we may review how inputs and drafts across users come out, and use what we learn to improve the Platform’s prompts, frameworks and output quality. Your firm’s name, strategy details, numbers and identifying content are never shared, sold, or made visible to other users or third parties.
The Platform is a paid subscription service. Standard pricing:
Every subscription includes access to all Platform tools. Your subscription automatically renews at the Ongoing Access rate after the initial 30 days unless canceled, and is then billed monthly in advance. There is no minimum ongoing commitment. Completion of all materials within the first 30 days is not guaranteed. Partial periods are not refunded on cancellation; access continues through the end of the paid period and then ends. You may cancel at any time from your account settings or by contacting us. The founding-member rate is available only to beta-cohort participants who complete the Founder Interview within thirty days, and price changes for new subscribers do not affect locked founding-member rates.
Free trial. An approved applicant who is not in the beta cohort receives one seven-day free trial, beginning when the application is approved. No payment method is required. During the trial you may use the Founder Interview, Voice Profile, Brand Identity, Chart Builder and data import; pitch deck generation and downloads become available when you subscribe. When the trial period ends, you are not charged unless you subscribe. Any work you created during the trial stays with your account for 30 days, after which it is deleted.
You agree not to use the Platform to violate any law or regulation; to infringe the rights of others; to upload content you lack the right to use; to attempt to access the Platform’s server-side prompt logic, Voice Profile source files, or other protected components; or to interfere with the integrity or operation of the Platform.
The Platform is provided “AS IS” and “AS AVAILABLE,” without warranties of any kind, whether express or implied, including (without limitation) implied warranties of merchantability, fitness for a particular purpose, and non-infringement. Catalyst does not warrant that the Platform will be uninterrupted, error-free, or that outputs will be accurate or fit for any particular use. This disclaimer is in addition to, and does not limit, the No Guaranteed Outcomes / No Warranty of Success provision in Section 11.
To the maximum extent permitted by law, Catalyst and its affiliates, members, officers, and personnel will not be liable for any indirect, incidental, special, consequential, or punitive damages, or for any lost profits, lost business, or lost data, arising out of or relating to your use of the Platform. Catalyst’s total aggregate liability arising out of or relating to the Platform or these Terms will not exceed the amounts you paid to Catalyst in the twelve (12) months preceding the event giving rise to the claim.
You agree to indemnify and hold harmless Catalyst and its affiliates and personnel from and against any claims, losses, liabilities, and expenses (including reasonable attorneys’ fees) arising out of your use of the Platform, your outputs, your distribution of materials, or your violation of these Terms or applicable law.
These Terms apply while you use the Platform. We may suspend or terminate your access for violation of these Terms or for non-payment. You may stop using the Platform and cancel your subscription at any time as described in Section 14. Provisions that by their nature should survive termination (including Sections 11, 12, 16, 17, and 18) will survive.
We may update these Terms from time to time. When we make a substantive change, we will update the version string and re-prompt active users for acceptance. Your continued use of the Platform after an update constitutes acceptance of the updated Terms.
These Terms are governed by the laws of the State of Florida, without regard to its conflict-of-laws principles. The exclusive venue for any dispute arising out of or relating to these Terms or the Platform will be the state or federal courts located in Miami-Dade County, Florida, and you consent to personal jurisdiction there.
Questions about these Terms may be directed to legal@catalysthfm.com, Catalyst Hedge Fund Marketing LLC, Miami, Florida.