1. Agreement and organizational authority
These Terms of Service (“Terms”) form an agreement between the organization identified in an order form, subscription, invitation, or account (“Customer”) and the provider identified there under the Class One Broker trade name (“Class One Broker,” “Class One,” “we,” “us,” or “our”). If you accept on behalf of an organization, you represent that you may bind it. If you do not agree, do not access the Service.
The “Service” includes classonebroker.com, app.classonebroker.com, broker workspaces, authorized transaction portals, APIs, AI-assisted features, communications, and associated support. An order form, data processing addendum, or signed agreement controls if it expressly conflicts with these public Terms.
2. Intended business users
The Service is offered to professional business brokers, M&A advisors, their authorized personnel, and transaction participants whom a Customer invites for a defined deal purpose. It is not directed to the general public for personal, family, or household use. Users must be at least 18 and legally able to enter binding agreements.
3. Accounts, administrators, and security
- Each account is for one authorized person and may not be shared.
- Customer administrators may invite, suspend, remove, and assign roles or deal access to their users.
- You must keep credentials and recovery methods secure, use required multi-factor authentication, and report suspected compromise promptly.
- Class One may require re-verification, revoke sessions, or restrict an account to protect the Service, Customer Data, or another person.
4. Customer Data and instructions
As between the parties, Customer owns the records, documents, communications, contacts, financial information, instructions, and other content it submits or generates through the Service (“Customer Data”). Customer grants Class One a limited, non-exclusive right to host, copy, process, transmit, and display Customer Data only to provide, secure, support, and improve the Customer-facing Service as described in these Terms and the Privacy Policy.
Customer is responsible for the accuracy and lawfulness of Customer Data; its instructions; its relationships with sellers, buyers, and advisors; and all notices, consents, permissions, licenses, and lawful bases required to process or disclose that data.
5. Confidential deal information
The Service supports confidential business-sale workflows, but Class One is not a party to the Customer's NDA, fiduciary duty, listing agreement, engagement, or professional relationship. The Customer decides which people may see each teaser, CIM, financial record, data-room item, communication, offer, or diligence response and must configure access accordingly. A platform permission does not replace a required NDA or legal authorization.
6. AI and automated features
AI features may prepare drafts, retrieve permitted information, organize records, summarize material, propose next actions, and call approved tools. Outputs may be incomplete, inaccurate, or unsuitable. Authorized users must review outputs and remain responsible for decisions and use. Consequential actions may require an explicit approval and may be blocked by policy even when requested by an authorized user.
Class One does not provide legal, tax, accounting, valuation, brokerage, lending, regulatory, or investment advice. Financial Analyst output is not a substitute for review by a licensed CPA. The Service does not guarantee a valuation, sale, buyer qualification, financing or SBA approval, legal compliance, or transaction outcome.
7. Google and other connected services
A Customer may choose to connect Google Sign-In, Gmail, Calendar, or other third-party services. Those services remain governed by their own terms and privacy policies. Customer authorizes Class One to access only the permissions selected in the connection flow for the user-facing features described there. Google sign-in and Google Workspace access are separate permissions; connecting one does not silently connect the other. Users may disconnect a service, subject to ordinary retention of transaction records already created under Customer control.
8. Communications and SMS
The Service may send administrative email and, only after a separate opt-in, transactional text messages for account security, one-time passcodes, and service alerts. SMS consent is optional and is not a condition of purchasing or using unrelated features. The program, frequency, rates, HELP/STOP, carrier, consent, and privacy terms are in the SMS & OTP Terms. Customers using Class One outreach tools remain responsible for their own recipients, lawful basis, sender registration, content, quiet hours, opt-outs, and applicable anti-spam and telemarketing rules.
9. Acceptable use
You must follow the Acceptable Use Policy. Among other things, you may not access a deal without permission, disclose confidential information unlawfully, upload malicious code, evade security controls, send unlawful or unwanted communications, impersonate another person, or use the Service to create unauthorized voice or likeness replicas.
10. Third-party services and providers
The Service may rely on hosting, authentication, communications, document, AI, e-signature, data-room, accounting, and other providers. We are not responsible for third-party services, their independent acts, policy changes, outages, or data that Customer directs to them, except for our obligations in an applicable signed agreement or data processing addendum.
11. Service ownership and feedback
Class One and its licensors own the Service, software, interfaces, documentation, and related intellectual property, excluding Customer Data. Subject to payment and these Terms, Customer receives a limited, non-exclusive, non-transferable right to use the Service for its internal business operations during the subscription. Feedback may be used without restriction or compensation, but it does not transfer Customer Data or confidential information.
12. Fees, term, suspension, and data return
Fees, limits, subscription term, renewal, payment, support, export window, and service commitments appear in the applicable order form. We may suspend or restrict access when reasonably necessary to address a security threat, legal requirement, material violation, misuse, or nonpayment. Where practical, we will use a proportionate restriction and provide notice and an opportunity to cure.
13. Disclaimers
Except as stated in a signed agreement, the Service is provided “as is” and “as available.” To the maximum extent permitted by law, Class One disclaims implied warranties including merchantability, fitness for a particular purpose, title, and non-infringement. No online system is perfectly secure or continuously available, and we do not promise that the Service or AI output will be uninterrupted, error-free, or complete.
14. Limitation of liability
To the maximum extent permitted by law, neither party will be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or lost profits, revenue, goodwill, or data. Except for payment obligations, confidentiality breaches, indemnity obligations, or liability that law does not permit the parties to limit, each party's aggregate liability will not exceed the fees paid or payable for the Service during the 12 months before the event giving rise to the claim.
15. Indemnity
Customer will defend and indemnify Class One and its personnel against third-party claims arising from Customer Data, Customer's instructions, its transaction activities, unlawful communications, or its violation of these Terms or another person's rights. Any Class One intellectual property indemnity is governed by the applicable signed order form.
16. Governing terms and disputes
The contracting entity, governing law, venue, and any arbitration terms are identified in the Customer's order form or signed subscription agreement. If no order form applies, contact legal@classonebroker.com before using paid or restricted Service features so the applicable contracting terms can be provided. Nothing limits either party's right to seek urgent equitable relief to protect confidential information, security, or intellectual property.
17. Changes and contact
We may update these Terms as the Service and legal requirements change. Material changes will be communicated to Customer administrators and shown by a revised effective date. Questions or legal notices may be sent to legal@classonebroker.com.