Terms for the Capital Record beta.
Effective August 20, 2026. These terms govern use of the United States invite-only beta provided by Capital Record LLC.
Beta access
Access is invitation-only, personal to the invited user, revocable, and currently provided without charge. We may change, suspend, or discontinue beta features and may limit or revoke access to protect users, the service, or the integrity of the beta.
No investment advice or brokerage service
Capital Record is an investment-memory and decision-support product. It is not a broker, investment adviser, fiduciary, research service, tax adviser, or legal adviser. It does not execute trades or move money. Information retrieved or generated with AI may be incomplete or wrong and must not be treated as a recommendation or guarantee.
Your responsibility
You are responsible for verifying records, approving only information that accurately reflects your views, protecting your accounts, and making your own financial decisions. Past performance and recorded reasoning do not guarantee future results.
Acceptable use
You may not misuse the service, attempt unauthorized access, interfere with operation, probe another user's data, introduce malicious content, evade access controls, or use Capital Record in violation of law or third-party rights.
Your content
You retain rights in information you submit. You grant Capital Record LLC the limited rights needed to host, process, secure, and return that information as part of operating and improving the service. You represent that you have the right to provide the information you submit.
Beta service and warranties
The beta is experimental and provided on an “as is” and “as available” basis to the extent permitted by law. We do not promise uninterrupted availability, error-free output, data synchronization, investment performance, or fitness for a particular purpose.
Limitation of liability
To the maximum extent permitted by law, Capital Record LLC will not be liable for indirect, incidental, special, consequential, exemplary, or investment losses arising from use of or inability to use the beta. Any liability that cannot legally be excluded will be limited to the amount you paid for the beta, which is currently zero, except where applicable law requires otherwise.
Termination and deletion
You may stop using the beta and request authenticated account deletion. We may suspend access for security, misuse, legal, or operational reasons. Provisions that by their nature should survive termination will survive.
Changes and contact
We may update these terms as the product changes. Continued use after updated terms take effect constitutes acceptance where permitted by law. Questions may be sent to support@capitalrecord.ai.