Terms of service

1. Who these terms are between

These terms form an agreement between Dotex ("we", "us"), the provider of the PulseUp platform, and the organisation or individual that subscribes to it ("you", "the customer").

By creating a workspace, accepting an invitation or using the platform, you accept these terms on behalf of the organisation you represent, and confirm you are authorised to do so.

2. What the service is

PulseUp is a software platform for financial advisory work. It reads documents using third-party vision and language models, and provides tools for managing clients, engagements, financial spreads, analysis, due diligence, planning and internal collaboration.

The platform is delivered either as a hosted service operated by us, or as software you deploy on your own infrastructure under a licence. Where a clause below applies to only one of those, it says so.

3. Accounts and access

• Accounts are created by invitation, by a workspace administrator, or by our staff at your request. There is no public self-registration.
• You are responsible for the accuracy of the accounts you create and for the actions taken under them.
• Each named individual who signs in occupies a seat. Seats may be reassigned when a person leaves; sharing one account between people is not permitted.
• You must tell us promptly if you believe an account or API token has been compromised. Tokens and sessions can be revoked individually.

4. Your data stays yours

You retain all rights in the documents, figures, notes and other content you or your users put into the platform ("customer data"). We claim no ownership over it.

We process customer data only to provide the service to you, to keep it secure, and where you have asked us to help with support. We do not sell it, and we do not use it to train models.

Our processing obligations are set out in the data processing addendum, which forms part of this agreement.

5. Model output is a draft

The platform uses vision and language models to transcribe documents, suggest mappings, summarise activity, and answer questions with citations. Model output is a draft for a qualified person to review.

It is not professional, financial, accounting, tax or legal advice, and it does not replace the judgement or the responsibility of the professional using it. The product is deliberately built around human validation, review gates and approval steps for this reason.

You are responsible for reviewing output before relying on it, and for any advice, report or decision you produce using the platform.

6. Acceptable use

Your use must comply with the acceptable use policy, which forms part of this agreement. We may suspend access where use of the platform threatens its security, its availability for others, or breaches that policy.

7. Fees, invoicing and taxes

• Subscription fees are charged per seat, in advance, monthly or annually as agreed in your order.
• Prices published on our website exclude value added tax and any other applicable duties, which are added where they apply.
• Where a plan includes a document page allowance, additional usage is charged at the rate agreed in your order. We will notify you before charging for overage.
• Invoices are payable within the period stated on them. Persistent non-payment may lead to suspension, after written notice.

8. Term, renewal and cancellation

Subscriptions run for the period stated in your order and renew for equivalent periods unless either party gives notice before the end of the current period.

You may cancel effective at the end of a paid period. Fees already paid for the current period are not refunded, except where we have materially failed to provide the service.

On termination we make your workspace data available for export on request, then delete our copies within a reasonable period, subject to any backup retention cycle described in the addendum.

9. Suspension

We may suspend a workspace where required by law, where an account is compromised, where use threatens the platform's security or availability, or for non-payment after notice.

Suspension locks people out; it does not delete data. On reactivation the workspace returns intact.

10. Warranties and disclaimers

We warrant that we will provide the hosted service with reasonable skill and care, and in accordance with the service level agreement where one applies to your plan.

Beyond that, the platform is provided as it is. We do not warrant that model output will be accurate or complete, that the platform will be uninterrupted, or that it will meet a requirement you have not told us about.

11. Limitation of liability

Neither party excludes liability for anything that cannot lawfully be excluded, including fraud.

Subject to that, neither party is liable for indirect or consequential loss, loss of profit, or loss of anticipated savings; and each party's total liability under this agreement is limited to the fees paid or payable in the twelve months before the event giving rise to the claim.

You remain responsible for professional advice you give using the platform, and for reviewing model output before relying on it.

12. Changes to the service and to these terms

We improve the platform continuously; features may change. Where a change materially reduces functionality you rely on, we will tell you in advance.

We may update these terms. For material changes we give notice before they take effect, and continued use after that date constitutes acceptance. The date at the top of this page always reflects the current version.

13. Governing law

This agreement is governed by the laws of the Islamic Republic of Iran, and the courts of Tehran have exclusive jurisdiction, unless a different law and forum are agreed in writing in your order.

14. Contact

Questions about these terms: hossein.khaksar@samafinancials.com. Notices under this agreement should be sent to the same address.